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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
42,387
shares
|
$2.52 Million
0.06% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
41,717
shares
|
$2.48 Million
0.6% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
40,698
shares
|
$2.42 Million
0.04% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
40,637
shares
|
$2.41 Million
0.5% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
40,265
shares
|
$2.39 Million
0.08% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
39,904
shares
|
$2.37 Million
0.09% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
39,713
shares
|
$2.36 Million
0.44% of portfolio
|
Q4 2024
Reduced 35.19%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
39,153
shares
|
$2.32 Million
0.18% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
39,098
shares
|
$2.32 Million
0.5% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
38,379
shares
|
$2.28 Million
0.36% of portfolio
|
Q1 2024
Added 4.21%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
38,364
shares
|
$2.28 Million
0.23% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
38,357
shares
|
$2.28 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
38,064
shares
|
$2.26 Million
0.67% of portfolio
|
Q4 2022
Reduced 97.72%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
38,021
shares
|
$2.26 Million
0.09% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
36,627
shares
|
$2.17 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
36,455
shares
|
$2.16 Million
0.57% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
36,401
shares
|
$2.16 Million
0.2% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
36,268
shares
|
$2.15 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,869
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Added 77.22%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
35,615
shares
|
$2.11 Million
0.8% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
35,191
shares
|
$2.09 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
35,053
shares
|
$2.08 Million
0.88% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
34,830
shares
|
$2.07 Million
0.81% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
34,723
shares
|
$2.06 Million
0.26% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
34,657
shares
|
$2.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 42.46%
|