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 687 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 $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,307,144
shares
|
$1.26 Billion
0.53% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
16,242,132
shares
|
$964 Million
0.07% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
10,031,147
shares
|
$595 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
9,008,501
shares
|
$535 Million
0.12% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,027,474
shares
|
$417 Million
0.57% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
6,135,682
shares
|
$364 Million
0.1% of portfolio
|
Q4 2024
Added 30.03%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,640,003
shares
|
$335 Million
0.49% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,572,635
shares
|
$331 Million
0.03% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,580,297
shares
|
$272 Million
0.05% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,403,022
shares
|
$202 Million
0.04% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
3,086,696
shares
|
$183 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,766,435
shares
|
$164 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,572,894
shares
|
$153 Million
0.89% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,460,298
shares
|
$146 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,274,345
shares
|
$135 Million
0.34% of portfolio
|
Q4 2024
Reduced 22.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
2,257,151
shares
|
$134 Million
0.45% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
2,239,835
shares
|
$133 Million
1.95% of portfolio
|
Q4 2024
Reduced 98.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,085,798
shares
|
$124 Million
0.1% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,835,062
shares
|
$109 Million
0.62% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,759,159
shares
|
$104 Million
0.11% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,434,410
shares
|
$85.1 Million
0.01% of portfolio
|
Q4 2024
Added 27.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,320,075
shares
|
$78.3 Million
0.11% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,185,165
shares
|
$70.3 Million
0.05% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
1,115,963
shares
|
$66.2 Million
3.65% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,017,213
shares
|
$60.4 Million
0.21% of portfolio
|
Q4 2024
Added 2.81%
|