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 |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
2,062
shares
|
$120,791
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,008
shares
|
$117,628
0.0% of portfolio
|
Q4 2024
Added 65.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,958
shares
|
$114,699
0.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
1,945
shares
|
$113,938
0.08% of portfolio
|
Q4 2023
Reduced 9.2%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,876
shares
|
$109,896
0.05% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,750
shares
|
$102,515
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,710
shares
|
$100,171
0.09% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,704
shares
|
$99,820
0.0% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
1,600
shares
|
$93,728
0.02% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,569
shares
|
$91,912
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
1,370
shares
|
$80,254
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,258
shares
|
$73,693
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
1,244
shares
|
$72,873
0.0% of portfolio
|
Q4 2024
Reduced 29.28%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,210
shares
|
$70,881
0.02% of portfolio
|
Q3 2024
Added 476.19%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,120
shares
|
$65,609
0.02% of portfolio
|
Q1 2024
Reduced 7.28%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,024
shares
|
$59,985
0.0% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
969
shares
|
$56,764
0.01% of portfolio
|
Q2 2023
Added 13.47%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
959
shares
|
$56,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
949
shares
|
$55,592
0.03% of portfolio
|
Q4 2024
Added 27.21%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
909
shares
|
$53,249
0.08% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
901
shares
|
$52,780
0.0% of portfolio
|
Q4 2024
Added 168.96%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
837
shares
|
$49,031
0.0% of portfolio
|
Q1 2024
Reduced 23.21%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
815
shares
|
$47,742
0.01% of portfolio
|
Q4 2022
Reduced 42.48%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
765
shares
|
$44,813
0.0% of portfolio
|
Q1 2024
Added 19.53%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
746
shares
|
$43,700
0.01% of portfolio
|
Q4 2024
Reduced 54.37%
|