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 632 institutions that hold shares in the stock, with a total of 149 Million shares, which have been reported (via 13F filing form) to have a value of $9.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
20,326,430
shares
|
$1.27 Billion
0.55% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
15,461,962
shares
|
$967 Million
0.07% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,680,772
shares
|
$543 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,027,474
shares
|
$439 Million
0.57% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,419,467
shares
|
$339 Million
0.03% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,230,868
shares
|
$327 Million
0.47% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,718,658
shares
|
$295 Million
0.07% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,229,850
shares
|
$265 Million
0.06% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,265,270
shares
|
$204 Million
0.06% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,058,806
shares
|
$191 Million
0.04% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,950,812
shares
|
$185 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,766,435
shares
|
$173 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,526,165
shares
|
$158 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
2,518,932
shares
|
$158 Million
0.34% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
2,088,306
shares
|
$131 Million
0.42% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,994,278
shares
|
$125 Million
0.11% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,835,062
shares
|
$115 Million
0.62% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,675,769
shares
|
$105 Million
0.11% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,267,282
shares
|
$79.3 Million
0.11% of portfolio
|
Q3 2024
Added 47.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,128,835
shares
|
$70.6 Million
0.01% of portfolio
|
Q3 2024
Added 135.84%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
1,115,963
shares
|
$69.8 Million
3.65% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,114,743
shares
|
$69.7 Million
0.04% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
989,452
shares
|
$61.9 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
938,566
shares
|
$58.7 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
929,687
shares
|
$58.1 Million
0.11% of portfolio
|
Q3 2024
Added 30.08%
|