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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
92,531
shares
|
$5.42 Million
0.52% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
90,472
shares
|
$5.3 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
90,090
shares
|
$5.28 Million
0.29% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
89,741
shares
|
$5.26 Million
2.62% of portfolio
|
Q1 2023
Reduced 2.79%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
87,530
shares
|
$5.13 Million
0.17% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
87,407
shares
|
$5.12 Million
0.15% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
87,298
shares
|
$5.11 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
86,462
shares
|
$5.06 Million
2.38% of portfolio
|
Q4 2022
Reduced 7.04%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
86,229
shares
|
$5.05 Million
0.49% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
85,799
shares
|
$5.03 Million
0.07% of portfolio
|
Q4 2024
Added 85.68%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
85,479
shares
|
$5.01 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
83,670
shares
|
$4.9 Million
1.33% of portfolio
|
Q4 2024
Added 527.31%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 23, 2025 Q4 2024 |
83,291
shares
|
$4.88 Million
4.15% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
80,471
shares
|
$4.71 Million
2.64% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
80,425
shares
|
$4.71 Million
0.12% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
80,338
shares
|
$4.71 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
79,681
shares
|
$4.67 Million
2.46% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
79,659
shares
|
$4.67 Million
2.04% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
79,242
shares
|
$4.64 Million
2.25% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
78,450
shares
|
$4.6 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
77,703
shares
|
$4.55 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
75,306
shares
|
$4.41 Million
3.08% of portfolio
|
Q4 2024
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
75,081
shares
|
$4.4 Million
0.88% of portfolio
|
Q4 2024
Added 32.47%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
74,335
shares
|
$4.35 Million
0.15% of portfolio
|
Q4 2024
Reduced 23.5%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
73,286
shares
|
$4.29 Million
0.01% of portfolio
|
Q4 2024
Added 877.67%
|