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 587 institutions that hold shares in the stock, with a total of 149 Million shares, which have been reported (via 13F filing form) to have a value of $9.34 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
|
$1.22 Billion
0.54% of portfolio
|
Q2 2024
Added 3.68%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
14,963,664
shares
|
$939 Million
0.06% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
8,758,508
shares
|
$549 Million
0.12% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,027,474
shares
|
$441 Million
0.57% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
6,803,294
shares
|
$427 Million
0.31% of portfolio
|
Q3 2024
Added 5796.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,230,868
shares
|
$328 Million
0.47% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
5,050,917
shares
|
$317 Million
0.02% of portfolio
|
Q2 2024
Added 8.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
4,499,566
shares
|
$282 Million
0.07% of portfolio
|
Q2 2024
Added 11.16%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
4,144,302
shares
|
$260 Million
0.06% of portfolio
|
Q2 2024
Added 7.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,265,270
shares
|
$205 Million
0.06% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
2,990,517
shares
|
$188 Million
0.4% of portfolio
|
Q2 2024
Reduced 5.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
2,919,246
shares
|
$183 Million
0.04% of portfolio
|
Q1 2024
Reduced 7.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,766,435
shares
|
$174 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
2,545,116
shares
|
$160 Million
0.79% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
2,496,225
shares
|
$157 Million
0.32% of portfolio
|
Q2 2024
Added 10.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
2,088,306
shares
|
$131 Million
0.42% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,862,913
shares
|
$117 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
|
$103 Million
0.1% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,639,849
shares
|
$103 Million
0.62% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,114,743
shares
|
$69.9 Million
0.04% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
1,094,617
shares
|
$68.7 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
|
$66.2 Million
0.23% of portfolio
|
Q2 2024
Added 14.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
943,358
shares
|
$59.2 Million
0.57% of portfolio
|
Q2 2024
Added 1.5%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
914,644
shares
|
$57.4 Million
0.71% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
890,380
shares
|
$55.9 Million
1.38% of portfolio
|
Q3 2024
Added 3.05%
|