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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
4,299
shares
|
$264,732
0.05% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
4,255
shares
|
$262,022
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
4,221
shares
|
$259,929
0.11% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,178
shares
|
$257,281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
4,128
shares
|
$254,202
0.12% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
4,063
shares
|
$250,199
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,057
shares
|
$249,830
0.14% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,051
shares
|
$249,460
0.03% of portfolio
|
Q4 2024
Reduced 15.69%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
4,037
shares
|
$248,598
0.04% of portfolio
|
Q2 2024
Added 72.74%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
4,019
shares
|
$247,490
0.11% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
4,017
shares
|
$247,366
0.04% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
4,013
shares
|
$247,120
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
3,987
shares
|
$245,519
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
3,947
shares
|
$243,056
0.06% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,926
shares
|
$241,763
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
3,896
shares
|
$239,915
0.96% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,881
shares
|
$238,991
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
3,881
shares
|
$238,991
0.1% of portfolio
|
Q4 2024
Reduced 22.78%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
3,877
shares
|
$238,745
0.12% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
3,862
shares
|
$237,821
0.1% of portfolio
|
Q4 2024
Reduced 23.11%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
3,858
shares
|
$237,575
0.05% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
3,854
shares
|
$237,329
0.03% of portfolio
|
Q4 2024
Added 54.53%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
3,810
shares
|
$234,619
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,809
shares
|
$234,558
0.02% of portfolio
|
Q4 2024
Reduced 17.73%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,713
shares
|
$228,646
0.0% of portfolio
|
Q3 2024
Reduced 21.77%
|