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 691 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $9.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
3,700
shares
|
$216,746
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
3,665
shares
|
$214,695
0.02% of portfolio
|
Q4 2022
Reduced 10.15%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
3,665
shares
|
$214,695
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Dash Acquisitions Inc.
|
Feb 03, 2025 Q4 2024 |
3,557
shares
|
$208,369
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
3,550
shares
|
$207,959
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,528
shares
|
$206,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
3,480
shares
|
$203,858
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
3,462
shares
|
$202,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,455
shares
|
$202,393
0.02% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,422
shares
|
$200,460
0.01% of portfolio
|
Q4 2024
Reduced 84.28%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
3,420
shares
|
$200,343
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
3,382
shares
|
$198,117
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,333
shares
|
$195,247
0.15% of portfolio
|
Q4 2024
Reduced 29.83%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,185
shares
|
$186,577
0.01% of portfolio
|
Q4 2024
Reduced 48.84%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
3,018
shares
|
$176,794
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
2,971
shares
|
$174,041
0.01% of portfolio
|
Q4 2024
Reduced 51.7%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,941
shares
|
$172,283
0.06% of portfolio
|
Q4 2024
Added 34.23%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
2,800
shares
|
$164,024
0.01% of portfolio
|
Q3 2022
Added 12.77%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,760
shares
|
$161,680
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
2,704
shares
|
$158,400
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,634
shares
|
$154,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
2,505
shares
|
$146,742
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,498
shares
|
$146,332
0.01% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,130
shares
|
$124,775
0.03% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
2,108
shares
|
$123,486
0.03% of portfolio
|
Q1 2024
New holding
|