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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
113,752
shares
|
$6.66 Million
0.43% of portfolio
|
Q4 2024
Reduced 14.44%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
113,520
shares
|
$6.65 Million
0.68% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
113,398
shares
|
$6.64 Million
0.03% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
109,510
shares
|
$6.42 Million
3.06% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
107,939
shares
|
$6.32 Million
0.85% of portfolio
|
Q4 2024
Added 93.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
105,723
shares
|
$6.19 Million
0.23% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
103,634
shares
|
$6.07 Million
0.91% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
103,495
shares
|
$6.06 Million
0.94% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
103,448
shares
|
$6.06 Million
5.54% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
102,939
shares
|
$6.03 Million
4.86% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
102,622
shares
|
$6.01 Million
1.73% of portfolio
|
Q3 2024
Reduced 32.49%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
102,553
shares
|
$6.01 Million
5.15% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
100,475
shares
|
$5.89 Million
2.11% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
98,713
shares
|
$5.78 Million
0.92% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
98,619
shares
|
$5.78 Million
0.03% of portfolio
|
Q4 2024
Added 94.85%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
98,004
shares
|
$5.74 Million
4.46% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
97,655
shares
|
$5.72 Million
1.96% of portfolio
|
Q4 2024
Added 74.28%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
96,514
shares
|
$5.65 Million
0.16% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
96,225
shares
|
$5.64 Million
0.55% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
95,219
shares
|
$5.58 Million
3.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
94,800
shares
|
$5.55 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
94,765
shares
|
$5.55 Million
0.19% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
94,132
shares
|
$5.51 Million
0.22% of portfolio
|
Q4 2024
Added 77.13%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
93,376
shares
|
$5.47 Million
0.52% of portfolio
|
Q4 2024
Added 429.07%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Mar 21, 2025 Q4 2024 |
92,637
shares
|
$5.43 Million
5.87% of portfolio
|
Q4 2024
New holding
|