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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
25,909
shares
|
$1.54 Million
0.16% of portfolio
|
Q4 2024
Added 24.07%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
25,555
shares
|
$1.52 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
25,279
shares
|
$1.5 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
25,251
shares
|
$1.5 Million
0.45% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
24,761
shares
|
$1.47 Million
1.81% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
24,731
shares
|
$1.47 Million
0.93% of portfolio
|
Q4 2024
Added 83.49%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
24,646
shares
|
$1.46 Million
0.2% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
24,422
shares
|
$1.45 Million
0.12% of portfolio
|
Q4 2024
Added 43.93%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
24,264
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
24,164
shares
|
$1.43 Million
0.22% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
23,683
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
23,072
shares
|
$1.37 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
22,948
shares
|
$1.36 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
22,691
shares
|
$1.35 Million
0.67% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
22,547
shares
|
$1.34 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
22,331
shares
|
$1.33 Million
0.99% of portfolio
|
Q4 2024
Added 22.21%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
22,313
shares
|
$1.32 Million
0.09% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
22,301
shares
|
$1.32 Million
0.35% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
22,289
shares
|
$1.32 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
22,200
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
22,094
shares
|
$1.31 Million
0.13% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
22,087
shares
|
$1.31 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
22,073
shares
|
$1.31 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
21,873
shares
|
$1.3 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,770
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Added 15.78%
|