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 632 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 $9.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
54,223
shares
|
$3.39 Million
2.65% of portfolio
|
Q2 2024
Reduced 2.81%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
53,943
shares
|
$3.37 Million
0.83% of portfolio
|
Q4 2024
Reduced 25.25%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,858
shares
|
$3.37 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
52,983
shares
|
$3.31 Million
2.84% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
52,551
shares
|
$3.29 Million
0.09% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
52,518
shares
|
$3.28 Million
0.7% of portfolio
|
Q3 2024
Reduced 46.02%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
52,007
shares
|
$3.25 Million
0.48% of portfolio
|
Q2 2024
Reduced 15.89%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
51,823
shares
|
$3.24 Million
0.23% of portfolio
|
Q4 2024
Added 126.34%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
51,686
shares
|
$3.23 Million
0.46% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
51,576
shares
|
$3.23 Million
0.71% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,209
shares
|
$3.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
50,790
shares
|
$3.18 Million
0.68% of portfolio
|
Q1 2024
Added 211.4%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
50,734
shares
|
$3.17 Million
0.28% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
50,629
shares
|
$3.17 Million
1.04% of portfolio
|
Q2 2022
Reduced 2.04%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
50,113
shares
|
$3.13 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
49,240
shares
|
$3.08 Million
0.77% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
49,215
shares
|
$3.08 Million
2.07% of portfolio
|
Q1 2023
Reduced 12.26%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
48,907
shares
|
$3.06 Million
1.12% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
48,861
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
48,203
shares
|
$3.01 Million
0.99% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
47,514
shares
|
$2.97 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
47,049
shares
|
$2.94 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
47,017
shares
|
$2.94 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
46,897
shares
|
$2.93 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.83%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
46,650
shares
|
$2.92 Million
1.16% of portfolio
|
Q3 2024
Reduced 2.41%
|