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 |
|---|---|---|---|---|---|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
6,776
shares
|
$424,448
0.18% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
6,757
shares
|
$423,258
0.11% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
6,721
shares
|
$421,003
0.2% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
6,666
shares
|
$417,558
0.01% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
6,645
shares
|
$416,242
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
6,584
shares
|
$412,421
0.0% of portfolio
|
Q4 2024
Added 77.32%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,584
shares
|
$412,421
0.06% of portfolio
|
Q4 2022
Reduced 7.71%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,584
shares
|
$412,421
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6,430
shares
|
$402,775
0.27% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
6,429
shares
|
$402,712
0.07% of portfolio
|
Q3 2024
Added 22.85%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
6,324
shares
|
$396,135
0.09% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
6,307
shares
|
$395,070
0.16% of portfolio
|
Q4 2024
Added 21.8%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
6,202
shares
|
$388,493
0.1% of portfolio
|
Q4 2024
Reduced 49.97%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
6,171
shares
|
$386,551
0.08% of portfolio
|
Q4 2022
Added 32.11%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,151
shares
|
$385,298
0.03% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
6,120
shares
|
$383,356
0.02% of portfolio
|
Q2 2024
Added 22.4%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,104
shares
|
$382,354
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
6,090
shares
|
$381,477
0.21% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
5,713
shares
|
$357,862
0.14% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
5,712
shares
|
$357,799
0.14% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
5,637
shares
|
$353,101
0.02% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
5,636
shares
|
$353,039
0.05% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
5,578
shares
|
$349,405
0.25% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,507
shares
|
$344,958
0.37% of portfolio
|
Q4 2022
Added 2.72%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
5,479
shares
|
$343,204
0.03% of portfolio
|
Q4 2024
Added 39.73%
|