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 $8.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
45,494
shares
|
$2.64 Million
0.1% of portfolio
|
Q2 2024
Reduced 75.08%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
45,484
shares
|
$2.64 Million
0.06% of portfolio
|
Q1 2024
Reduced 41.69%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
45,269
shares
|
$2.63 Million
0.38% of portfolio
|
Q2 2024
Reduced 18.42%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
45,101
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
44,446
shares
|
$2.58 Million
0.08% of portfolio
|
Q2 2024
Added 17.68%
|
|
Accel Wealth Management
|
Jul 12, 2024 Q2 2024 |
44,244
shares
|
$2.57 Million
1.0% of portfolio
|
Q2 2024
Added 4.44%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
43,689
shares
|
$2.54 Million
0.6% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
43,170
shares
|
$2.51 Million
0.17% of portfolio
|
Q3 2023
Reduced 67.61%
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
43,053
shares
|
$2.5 Million
0.43% of portfolio
|
Q2 2024
Added 13.11%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
42,868
shares
|
$2.49 Million
1.43% of portfolio
|
Q2 2024
Reduced 68.62%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 13, 2024 Q2 2024 |
42,559
shares
|
$2.47 Million
1.24% of portfolio
|
Q2 2024
Reduced 8.12%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
42,529
shares
|
$2.47 Million
0.1% of portfolio
|
Q2 2024
Added 10.03%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
42,253
shares
|
$2.45 Million
0.3% of portfolio
|
Q2 2024
Added 2.47%
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2024 Q2 2024 |
39,834
shares
|
$2.31 Million
0.5% of portfolio
|
Q2 2024
Added 7.99%
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 18, 2024 Q2 2024 |
38,902
shares
|
$2.26 Million
0.64% of portfolio
|
Q2 2022
Closed
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
38,379
shares
|
$2.23 Million
0.36% of portfolio
|
Q1 2024
Added 4.21%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
38,064
shares
|
$2.21 Million
0.67% of portfolio
|
Q4 2022
Reduced 97.72%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
37,825
shares
|
$2.19 Million
0.09% of portfolio
|
Q2 2024
Added 5.62%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
37,623
shares
|
$2.18 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
Steel Peak Wealth Management LLC
|
Jul 16, 2024 Q2 2024 |
36,662
shares
|
$2.13 Million
0.09% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
36,539
shares
|
$2.12 Million
0.1% of portfolio
|
Q2 2024
Added 12.43%
|
|
Apexium Financial, LP
|
Aug 05, 2024 Q2 2024 |
35,175
shares
|
$2.04 Million
0.15% of portfolio
|
Q2 2024
Added 12.57%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
35,149
shares
|
$2.04 Million
0.06% of portfolio
|
Q2 2024
Added 19.71%
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
34,927
shares
|
$2.03 Million
0.23% of portfolio
|
Q2 2024
Reduced 40.96%
|
|
Wealth Effects LLC
|
Aug 02, 2024 Q2 2024 |
34,724
shares
|
$2.02 Million
0.78% of portfolio
|
Q2 2024
Reduced 0.26%
|