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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
35,615
shares
|
$2.23 Million
0.8% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
35,590
shares
|
$2.23 Million
0.09% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
34,842
shares
|
$2.18 Million
0.09% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
34,830
shares
|
$2.18 Million
0.81% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
34,484
shares
|
$2.16 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
34,026
shares
|
$2.13 Million
1.21% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
33,313
shares
|
$2.08 Million
0.13% of portfolio
|
Q3 2024
Added 298.15%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
32,661
shares
|
$2.04 Million
0.89% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
32,374
shares
|
$2.02 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
31,739
shares
|
$1.98 Million
0.04% of portfolio
|
Q2 2024
Added 18.11%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
30,293
shares
|
$1.89 Million
0.78% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
30,007
shares
|
$1.88 Million
0.25% of portfolio
|
Q3 2024
Added 29.33%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
29,125
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2024
Added 59.7%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
29,016
shares
|
$1.81 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
28,457
shares
|
$1.78 Million
0.1% of portfolio
|
Q3 2024
Added 15.55%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
28,143
shares
|
$1.76 Million
0.15% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
27,572
shares
|
$1.72 Million
0.58% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
27,207
shares
|
$1.7 Million
0.63% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
27,184
shares
|
$1.7 Million
0.64% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
26,373
shares
|
$1.65 Million
0.23% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
26,134
shares
|
$1.63 Million
0.22% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
25,906
shares
|
$1.62 Million
1.57% of portfolio
|
Q2 2024
Added 2.03%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
25,555
shares
|
$1.6 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
25,279
shares
|
$1.58 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
25,251
shares
|
$1.58 Million
0.45% of portfolio
|
Q4 2024
Reduced 6.2%
|