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 |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
14,692
shares
|
$871,823
0.08% of portfolio
|
Q4 2024
Added 24.86%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,621
shares
|
$867,610
0.44% of portfolio
|
Q1 2024
Reduced 5.96%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
14,531
shares
|
$862,269
0.06% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
14,518
shares
|
$861,498
0.03% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
14,488
shares
|
$859,717
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
14,439
shares
|
$856,810
0.2% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
14,403
shares
|
$854,674
0.13% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
14,348
shares
|
$851,410
0.03% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
14,200
shares
|
$842,628
0.0% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
14,039
shares
|
$833,074
0.15% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
13,912
shares
|
$825,538
0.36% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,885
shares
|
$823,935
0.1% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
13,842
shares
|
$821,384
0.32% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
13,619
shares
|
$808,151
0.09% of portfolio
|
Q4 2024
Added 43.92%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
13,507
shares
|
$801,505
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
13,476
shares
|
$799,665
0.08% of portfolio
|
Q4 2024
Added 76.66%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
13,401
shares
|
$795,215
0.06% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
13,357
shares
|
$792,604
0.03% of portfolio
|
Q4 2024
Added 35.69%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
13,356
shares
|
$792,545
0.06% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
13,200
shares
|
$783,288
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
13,154
shares
|
$780,558
0.44% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
13,100
shares
|
$777,354
0.2% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
13,027
shares
|
$773,022
0.04% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
13,004
shares
|
$771,657
0.42% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
12,984
shares
|
$770,470
0.37% of portfolio
|
Q4 2024
Added 7.57%
|