Institutional Ownership First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY). We have compiled data on the 625 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $9.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
45,375
shares
|
$2.84 Million
0.03% of portfolio
|
Q3 2024
Reduced 45.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
45,250
shares
|
$2.83 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
44,992
shares
|
$2.81 Million
0.96% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
44,960
shares
|
$2.81 Million
0.1% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
44,401
shares
|
$2.78 Million
0.62% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
44,098
shares
|
$2.76 Million
0.09% of portfolio
|
Q3 2024
Added 295.57%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
43,267
shares
|
$2.71 Million
1.21% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
43,170
shares
|
$2.7 Million
0.17% of portfolio
|
Q3 2023
Reduced 67.61%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
43,044
shares
|
$2.69 Million
0.19% of portfolio
|
Q3 2024
Added 25.43%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
42,868
shares
|
$2.68 Million
1.43% of portfolio
|
Q2 2024
Reduced 68.62%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
42,511
shares
|
$2.66 Million
1.26% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
42,341
shares
|
$2.65 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
40,698
shares
|
$2.54 Million
0.04% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
39,894
shares
|
$2.49 Million
0.51% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
39,821
shares
|
$2.49 Million
0.07% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
38,900
shares
|
$2.43 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
38,379
shares
|
$2.4 Million
0.36% of portfolio
|
Q1 2024
Added 4.21%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
38,357
shares
|
$2.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
38,064
shares
|
$2.38 Million
0.67% of portfolio
|
Q4 2022
Reduced 97.72%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
38,021
shares
|
$2.38 Million
0.09% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
37,653
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
36,869
shares
|
$2.31 Million
1.57% of portfolio
|
Q3 2024
Added 68.62%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
36,828
shares
|
$2.3 Million
0.1% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
36,036
shares
|
$2.25 Million
0.06% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
35,974
shares
|
$2.25 Million
0.24% of portfolio
|
Q3 2024
Added 7.38%
|