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 |
|---|---|---|---|---|---|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
474,622
shares
|
$27.8 Million
6.55% of portfolio
|
Q2 2023
Reduced 3.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
450,952
shares
|
$26.4 Million
0.05% of portfolio
|
Q4 2024
Added 17.37%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
439,584
shares
|
$25.8 Million
6.45% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
430,689
shares
|
$25.2 Million
0.72% of portfolio
|
Q3 2022
Added 24.71%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
427,249
shares
|
$25 Million
0.37% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
426,303
shares
|
$25 Million
0.02% of portfolio
|
Q4 2024
Added 91.56%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
400,443
shares
|
$23.5 Million
12.01% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
386,015
shares
|
$22.6 Million
5.11% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
384,890
shares
|
$22.5 Million
2.37% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
366,715
shares
|
$21.5 Million
1.87% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
356,723
shares
|
$20.9 Million
0.34% of portfolio
|
Q2 2024
Added 3.61%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
349,621
shares
|
$20.5 Million
2.5% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
349,272
shares
|
$20.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
333,940
shares
|
$19.6 Million
6.11% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
332,591
shares
|
$19.5 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
328,477
shares
|
$19.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
310,788
shares
|
$18.2 Million
3.18% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
299,386
shares
|
$17.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
298,004
shares
|
$17.5 Million
0.36% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
297,708
shares
|
$17.4 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
296,603
shares
|
$17.4 Million
1.3% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
294,350
shares
|
$17.2 Million
8.57% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
286,091
shares
|
$16.8 Million
0.27% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
285,137
shares
|
$16.7 Million
0.63% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
278,575
shares
|
$16.3 Million
4.87% of portfolio
|
Q4 2024
Reduced 7.8%
|