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 |
|---|---|---|---|---|---|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
273,995
shares
|
$16.1 Million
6.26% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
262,407
shares
|
$15.4 Million
0.03% of portfolio
|
Q4 2024
Added 75.85%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
262,333
shares
|
$15.4 Million
6.62% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
261,177
shares
|
$15.3 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
255,011
shares
|
$14.9 Million
7.45% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
249,602
shares
|
$14.6 Million
6.97% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
237,697
shares
|
$13.9 Million
0.05% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
237,341
shares
|
$13.9 Million
0.84% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
235,786
shares
|
$13.8 Million
0.47% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
224,013
shares
|
$13.1 Million
0.63% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
222,855
shares
|
$13.1 Million
1.92% of portfolio
|
Q4 2024
Reduced 17.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
217,899
shares
|
$12.8 Million
1.29% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
217,793
shares
|
$12.8 Million
4.78% of portfolio
|
Q3 2024
Added 28.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
216,805
shares
|
$12.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
213,876
shares
|
$12.5 Million
3.72% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
212,998
shares
|
$12.5 Million
9.79% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
212,127
shares
|
$12.4 Million
0.95% of portfolio
|
Q4 2024
Reduced 24.43%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Feb 18, 2025 Q4 2024 |
202,555
shares
|
$11.9 Million
10.84% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
202,120
shares
|
$11.8 Million
1.73% of portfolio
|
Q4 2024
Added 259.3%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
200,831
shares
|
$11.8 Million
0.75% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
200,186
shares
|
$11.7 Million
3.65% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
199,981
shares
|
$11.7 Million
1.62% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
199,258
shares
|
$11.7 Million
0.32% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
199,004
shares
|
$11.7 Million
0.03% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
194,083
shares
|
$11.4 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.94%
|