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 613 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $8.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
168,192
shares
|
$9.91 Million
1.4% of portfolio
|
Q3 2024
Added 29.42%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
163,765
shares
|
$9.65 Million
0.45% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
161,468
shares
|
$9.52 Million
3.36% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
151,628
shares
|
$8.94 Million
4.6% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
149,226
shares
|
$8.79 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
148,423
shares
|
$8.75 Million
4.11% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
148,061
shares
|
$8.73 Million
2.63% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
143,622
shares
|
$8.46 Million
2.79% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
143,504
shares
|
$8.46 Million
0.55% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
141,899
shares
|
$8.36 Million
1.17% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
139,643
shares
|
$8.23 Million
3.91% of portfolio
|
Q3 2024
New holding
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
139,402
shares
|
$8.21 Million
4.92% of portfolio
|
Q3 2024
Added 22.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
136,104
shares
|
$8.02 Million
0.25% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
135,196
shares
|
$7.97 Million
6.25% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
135,142
shares
|
$7.96 Million
3.29% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
134,080
shares
|
$7.9 Million
1.88% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
133,093
shares
|
$7.84 Million
5.65% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
132,952
shares
|
$7.83 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
130,849
shares
|
$7.71 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
130,792
shares
|
$7.71 Million
0.68% of portfolio
|
Q3 2024
Added 402.23%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
128,749
shares
|
$7.59 Million
3.93% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
128,336
shares
|
$7.56 Million
1.18% of portfolio
|
Q3 2024
Added 22.45%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
122,068
shares
|
$7.19 Million
3.61% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
122,065
shares
|
$7.19 Million
0.28% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
119,716
shares
|
$7.05 Million
1.58% of portfolio
|
Q3 2024
Added 1.42%
|