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 697 institutions that hold shares in the stock, with a total of 173 Million shares, which have been reported (via 13F filing form) to have a value of $9.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
65,256
shares
|
$3.57 Million
2.88% of portfolio
|
Q4 2024
New holding
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
64,281
shares
|
$3.51 Million
2.02% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
64,274
shares
|
$3.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
64,132
shares
|
$3.5 Million
0.04% of portfolio
|
Q4 2024
Added 36.75%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
63,543
shares
|
$3.47 Million
0.67% of portfolio
|
Q1 2024
Added 38.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
63,134
shares
|
$3.45 Million
0.05% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
61,401
shares
|
$3.36 Million
0.86% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
60,635
shares
|
$3.31 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
60,571
shares
|
$3.31 Million
2.75% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
60,243
shares
|
$3.29 Million
0.55% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
59,780
shares
|
$3.27 Million
0.91% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
59,734
shares
|
$3.26 Million
2.48% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
59,660
shares
|
$3.26 Million
1.61% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
59,623
shares
|
$3.26 Million
1.29% of portfolio
|
Q1 2025
Added 21.91%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
59,606
shares
|
$3.26 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
59,408
shares
|
$3.25 Million
0.39% of portfolio
|
Q4 2024
Added 24.35%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
59,154
shares
|
$3.23 Million
2.8% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
58,684
shares
|
$3.21 Million
0.52% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
56,547
shares
|
$3.09 Million
0.08% of portfolio
|
Q1 2025
Added 289.5%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
56,476
shares
|
$3.09 Million
0.32% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
56,027
shares
|
$3.06 Million
0.69% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
55,995
shares
|
$3.06 Million
0.54% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
53,943
shares
|
$2.95 Million
0.83% of portfolio
|
Q4 2024
Reduced 25.25%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
53,497
shares
|
$2.92 Million
2.93% of portfolio
|
Q4 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
52,983
shares
|
$2.9 Million
2.84% of portfolio
|
Q4 2024
Added 2.06%
|