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 675 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,006
shares
|
$752,055
0.02% of portfolio
|
Q4 2023
Reduced 16.21%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
11,892
shares
|
$744,914
0.05% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
11,888
shares
|
$744,664
0.35% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
11,827
shares
|
$740,843
0.01% of portfolio
|
Q4 2024
Added 223.05%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
11,077
shares
|
$693,863
0.22% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
10,862
shares
|
$680,395
0.14% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
10,649
shares
|
$667,053
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
10,582
shares
|
$662,856
0.01% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
10,562
shares
|
$661,603
0.0% of portfolio
|
Q2 2024
Reduced 10.54%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
10,525
shares
|
$659,286
0.06% of portfolio
|
Q3 2023
Reduced 20.94%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,476
shares
|
$656,216
0.14% of portfolio
|
Q3 2024
Added 23.19%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
10,416
shares
|
$652,458
0.08% of portfolio
|
Q3 2024
Added 108.28%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
10,410
shares
|
$652,082
0.49% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
10,334
shares
|
$647,321
0.14% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
10,205
shares
|
$639,241
0.08% of portfolio
|
Q2 2023
Added 5.14%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,097
shares
|
$632,476
0.09% of portfolio
|
Q4 2024
Reduced 72.71%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
10,075
shares
|
$631,098
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
9,768
shares
|
$611,867
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
9,643
shares
|
$604,037
0.01% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
9,282
shares
|
$581,424
0.4% of portfolio
|
Q4 2024
Added 40.06%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
9,203
shares
|
$576,475
0.08% of portfolio
|
Q4 2024
Added 19.54%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
9,059
shares
|
$567,455
0.03% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
9,013
shares
|
$564,574
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
8,976
shares
|
$562,256
0.04% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
8,957
shares
|
$561,066
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|