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 659 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,600
shares
|
$468,008
0.17% of portfolio
|
Q1 2023
Reduced 3.8%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
7,597
shares
|
$467,823
0.03% of portfolio
|
Q4 2024
Added 20.4%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
7,587
shares
|
$467,207
0.02% of portfolio
|
Q4 2024
Added 65.84%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
7,496
shares
|
$461,603
0.0% of portfolio
|
Q3 2024
Reduced 74.83%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
7,428
shares
|
$457,416
0.0% of portfolio
|
Q4 2024
Added 55.82%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
7,306
shares
|
$449,903
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
7,278
shares
|
$448,179
0.12% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,046
shares
|
$433,892
0.07% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,996
shares
|
$430,813
0.08% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,917
shares
|
$425,948
0.06% of portfolio
|
Q3 2022
Reduced 28.55%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
6,776
shares
|
$417,266
0.18% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
6,757
shares
|
$416,096
0.11% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
6,721
shares
|
$413,879
0.2% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
6,666
shares
|
$410,492
0.01% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
6,645
shares
|
$409,199
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,584
shares
|
$405,442
0.06% of portfolio
|
Q4 2022
Reduced 7.71%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,584
shares
|
$405,442
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6,430
shares
|
$395,959
0.27% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
6,429
shares
|
$395,897
0.07% of portfolio
|
Q3 2024
Added 22.85%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
6,400
shares
|
$394,112
0.0% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
6,324
shares
|
$389,431
0.09% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
6,307
shares
|
$388,385
0.16% of portfolio
|
Q4 2024
Added 21.8%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,226
shares
|
$383,397
0.01% of portfolio
|
Q3 2024
Reduced 50.65%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
6,202
shares
|
$381,919
0.1% of portfolio
|
Q4 2024
Reduced 49.97%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
6,171
shares
|
$380,010
0.08% of portfolio
|
Q4 2022
Added 32.11%
|