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 564 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $7.92 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
19,372,722
shares
|
$1.1 Billion
0.54% of portfolio
|
Q2 2024
Added 3.68%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
14,963,664
shares
|
$849 Million
0.06% of portfolio
|
Q1 2024
Added 7.98%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
8,758,508
shares
|
$497 Million
0.12% of portfolio
|
Q2 2024
Added 2.43%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
6,872,756
shares
|
$390 Million
0.54% of portfolio
|
Q2 2024
Added 18.73%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
5,050,917
shares
|
$287 Million
0.02% of portfolio
|
Q2 2024
Added 8.79%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
4,634,769
shares
|
$263 Million
0.4% of portfolio
|
Q2 2024
Added 4.76%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
4,499,566
shares
|
$255 Million
0.07% of portfolio
|
Q2 2024
Added 11.16%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
4,144,302
shares
|
$235 Million
0.06% of portfolio
|
Q2 2024
Added 7.37%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
3,209,445
shares
|
$182 Million
0.06% of portfolio
|
Q2 2024
Added 5.21%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
2,990,517
shares
|
$170 Million
0.4% of portfolio
|
Q2 2024
Reduced 5.22%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
2,919,246
shares
|
$166 Million
0.04% of portfolio
|
Q2 2024
Added 8.54%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
2,818,055
shares
|
$160 Million
0.1% of portfolio
|
Q2 2024
Added 2.33%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
2,545,116
shares
|
$144 Million
0.79% of portfolio
|
Q2 2024
Added 0.12%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
2,496,225
shares
|
$142 Million
0.32% of portfolio
|
Q2 2024
Added 10.25%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
1,929,784
shares
|
$109 Million
0.39% of portfolio
|
Q2 2024
Added 2.86%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,862,913
shares
|
$106 Million
0.1% of portfolio
|
Q2 2024
Added 3.96%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
1,640,290
shares
|
$93.1 Million
0.1% of portfolio
|
Q2 2024
Added 4.64%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
1,611,084
shares
|
$91.4 Million
0.6% of portfolio
|
Q2 2024
Added 3.81%
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
1,094,617
shares
|
$62.1 Million
3.44% of portfolio
|
Q2 2024
Added 7.12%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
1,054,827
shares
|
$59.9 Million
0.23% of portfolio
|
Q2 2024
Added 14.67%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
993,943
shares
|
$56.4 Million
0.04% of portfolio
|
Q2 2024
Added 1.66%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
943,358
shares
|
$53.5 Million
0.57% of portfolio
|
Q2 2024
Added 1.5%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
914,644
shares
|
$51.9 Million
0.71% of portfolio
|
Q2 2024
Added 2.27%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
863,996
shares
|
$49 Million
1.35% of portfolio
|
Q1 2024
Reduced 4.37%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
860,535
shares
|
$48.8 Million
0.07% of portfolio
|
Q2 2024
Added 4.77%
|