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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
63
shares
|
$3,879
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
60
shares
|
$3,694
0.0% of portfolio
|
Q4 2024
Reduced 99.96%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
40
shares
|
$2,463
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
15
shares
|
$923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
11
shares
|
$677
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
10
shares
|
$615
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$61
0.0% of portfolio
|
Q4 2024
Reduced 98.25%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|