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 |
|---|---|---|---|---|---|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
12,831
shares
|
$761,391
1.41% of portfolio
|
Q4 2024
Reduced 90.36%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
12,765
shares
|
$757,475
0.05% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
12,629
shares
|
$749,404
0.03% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
12,500
shares
|
$741,750
0.32% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
12,233
shares
|
$725,906
0.36% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,006
shares
|
$712,436
0.02% of portfolio
|
Q4 2023
Reduced 16.21%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
11,892
shares
|
$705,671
0.05% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
11,888
shares
|
$705,433
0.35% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
11,827
shares
|
$701,814
0.01% of portfolio
|
Q4 2024
Added 223.05%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
11,077
shares
|
$657,309
0.22% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
10,862
shares
|
$644,551
0.14% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
10,649
shares
|
$631,911
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
10,589
shares
|
$628,351
0.08% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
10,562
shares
|
$626,749
0.0% of portfolio
|
Q2 2024
Reduced 10.54%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
10,537
shares
|
$625,265
0.14% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
10,525
shares
|
$624,553
0.06% of portfolio
|
Q3 2023
Reduced 20.94%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
10,410
shares
|
$617,729
0.49% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
10,334
shares
|
$613,219
0.14% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
10,205
shares
|
$605,564
0.08% of portfolio
|
Q2 2023
Added 5.14%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,097
shares
|
$599,155
0.09% of portfolio
|
Q4 2024
Reduced 72.71%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
10,075
shares
|
$597,850
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
10,073
shares
|
$597,731
0.15% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
9,933
shares
|
$589,424
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
9,768
shares
|
$579,633
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
9,643
shares
|
$572,215
0.01% of portfolio
|
Q4 2024
Added 11.97%
|