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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
906,653
shares
|
$56.7 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
890,380
shares
|
$55.7 Million
1.38% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
778,277
shares
|
$48.7 Million
0.07% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
761,509
shares
|
$47.6 Million
0.3% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
692,072
shares
|
$43.3 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
674,180
shares
|
$42.1 Million
0.33% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
667,203
shares
|
$41.7 Million
0.11% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
639,327
shares
|
$40 Million
3.77% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
617,220
shares
|
$38.6 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
582,302
shares
|
$36.4 Million
0.23% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
577,864
shares
|
$36.1 Million
0.08% of portfolio
|
Q3 2023
Reduced 9.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
537,481
shares
|
$33.6 Million
0.89% of portfolio
|
Q2 2020
Added 6.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
529,708
shares
|
$33.1 Million
1.0% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
524,540
shares
|
$32.8 Million
6.07% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
518,874
shares
|
$32.4 Million
0.07% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
517,665
shares
|
$32.4 Million
16.81% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
516,097
shares
|
$32.3 Million
0.29% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
488,628
shares
|
$30.5 Million
0.46% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
487,911
shares
|
$30.5 Million
4.35% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
482,511
shares
|
$30.2 Million
3.41% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
480,651
shares
|
$30.1 Million
0.12% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
474,622
shares
|
$29.7 Million
6.55% of portfolio
|
Q2 2023
Reduced 3.1%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
462,895
shares
|
$28.9 Million
12.5% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
434,230
shares
|
$27.1 Million
6.58% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
430,689
shares
|
$26.9 Million
0.72% of portfolio
|
Q3 2022
Added 24.71%
|