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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
61,198
shares
|
$3.63 Million
0.3% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
61,067
shares
|
$3.62 Million
0.68% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
60,243
shares
|
$3.57 Million
0.55% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
59,734
shares
|
$3.54 Million
2.48% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
59,660
shares
|
$3.54 Million
1.61% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
59,578
shares
|
$3.54 Million
0.9% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
59,408
shares
|
$3.53 Million
0.39% of portfolio
|
Q4 2024
Added 24.35%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
59,154
shares
|
$3.51 Million
2.8% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
56,476
shares
|
$3.35 Million
0.32% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
56,082
shares
|
$3.33 Million
1.75% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
56,027
shares
|
$3.32 Million
0.69% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
55,995
shares
|
$3.32 Million
0.54% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
54,223
shares
|
$3.22 Million
2.65% of portfolio
|
Q2 2024
Reduced 2.81%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
53,943
shares
|
$3.2 Million
0.83% of portfolio
|
Q4 2024
Reduced 25.25%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
53,497
shares
|
$3.17 Million
2.93% of portfolio
|
Q4 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
52,983
shares
|
$3.14 Million
2.84% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
52,752
shares
|
$3.13 Million
0.5% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
52,551
shares
|
$3.12 Million
0.09% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
52,401
shares
|
$3.11 Million
0.0% of portfolio
|
Q4 2024
Added 39.17%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
52,007
shares
|
$3.09 Million
0.48% of portfolio
|
Q2 2024
Reduced 15.89%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
51,823
shares
|
$3.08 Million
0.23% of portfolio
|
Q4 2024
Added 126.34%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
51,576
shares
|
$3.06 Million
0.71% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
51,498
shares
|
$3.06 Million
0.28% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,209
shares
|
$3.04 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
50,965
shares
|
$3.02 Million
0.19% of portfolio
|
Q4 2024
Added 8.4%
|