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 |
|---|---|---|---|---|---|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
18,197
shares
|
$1.08 Million
0.36% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
18,125
shares
|
$1.08 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
18,026
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
17,866
shares
|
$1.06 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
17,839
shares
|
$1.06 Million
0.5% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,645
shares
|
$1.05 Million
0.16% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
17,605
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 58.03%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
17,450
shares
|
$1.04 Million
0.44% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
17,393
shares
|
$1.03 Million
0.37% of portfolio
|
Q4 2024
Reduced 81.4%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
17,390
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
17,167
shares
|
$1.02 Million
0.23% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
17,113
shares
|
$1.02 Million
0.14% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
16,566
shares
|
$983,026
0.64% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
16,336
shares
|
$969,378
0.11% of portfolio
|
Q4 2024
Reduced 32.35%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
16,314
shares
|
$968,072
0.69% of portfolio
|
Q4 2024
Added 217.08%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
16,314
shares
|
$968,072
0.69% of portfolio
|
Q4 2024
Added 217.08%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
15,982
shares
|
$948,371
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,803
shares
|
$937,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
15,735
shares
|
$933,714
0.48% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
15,664
shares
|
$929,501
0.02% of portfolio
|
Q4 2024
Reduced 16.51%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
15,662
shares
|
$929,383
1.18% of portfolio
|
Q3 2023
Added 2.92%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
15,606
shares
|
$926,060
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
15,382
shares
|
$912,767
0.35% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
15,189
shares
|
$901,315
0.2% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
14,968
shares
|
$888,201
0.0% of portfolio
|
Q4 2024
New holding
|