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 |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
50,790
shares
|
$3.01 Million
0.68% of portfolio
|
Q1 2024
Added 211.4%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
50,629
shares
|
$3 Million
1.04% of portfolio
|
Q2 2022
Reduced 2.04%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
50,113
shares
|
$2.97 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
49,950
shares
|
$2.96 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
49,240
shares
|
$2.92 Million
0.77% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
49,215
shares
|
$2.92 Million
2.07% of portfolio
|
Q1 2023
Reduced 12.26%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
48,907
shares
|
$2.9 Million
1.12% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
48,203
shares
|
$2.86 Million
0.99% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
48,199
shares
|
$2.86 Million
0.09% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
47,623
shares
|
$2.83 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
47,049
shares
|
$2.79 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
46,893
shares
|
$2.78 Million
0.05% of portfolio
|
Q4 2024
Reduced 22.58%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
46,650
shares
|
$2.77 Million
1.16% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
46,248
shares
|
$2.74 Million
0.11% of portfolio
|
Q4 2024
Added 32.74%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
46,158
shares
|
$2.74 Million
0.03% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
46,017
shares
|
$2.73 Million
1.82% of portfolio
|
Q4 2024
Added 24.81%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
45,484
shares
|
$2.7 Million
0.06% of portfolio
|
Q1 2024
Reduced 41.69%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
45,250
shares
|
$2.69 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
44,355
shares
|
$2.63 Million
0.16% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
43,656
shares
|
$2.59 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
43,267
shares
|
$2.57 Million
1.21% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
43,170
shares
|
$2.56 Million
0.17% of portfolio
|
Q3 2023
Reduced 67.61%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
42,868
shares
|
$2.54 Million
1.43% of portfolio
|
Q2 2024
Reduced 68.62%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
42,639
shares
|
$2.53 Million
1.27% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
42,517
shares
|
$2.52 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.46%
|