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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
52,551
shares
|
$2.87 Million
0.09% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
52,401
shares
|
$2.86 Million
0.0% of portfolio
|
Q4 2024
Added 39.17%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
51,989
shares
|
$2.84 Million
0.71% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
51,823
shares
|
$2.83 Million
0.23% of portfolio
|
Q4 2024
Added 126.34%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
51,498
shares
|
$2.81 Million
0.28% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,209
shares
|
$2.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
50,965
shares
|
$2.79 Million
0.19% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
50,790
shares
|
$2.78 Million
0.68% of portfolio
|
Q1 2024
Added 211.4%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
50,629
shares
|
$2.77 Million
1.04% of portfolio
|
Q2 2022
Reduced 2.04%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
50,113
shares
|
$2.74 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
49,950
shares
|
$2.73 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
49,240
shares
|
$2.69 Million
0.77% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
49,215
shares
|
$2.69 Million
2.07% of portfolio
|
Q1 2023
Reduced 12.26%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
48,203
shares
|
$2.63 Million
0.99% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
48,199
shares
|
$2.63 Million
0.09% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
47,623
shares
|
$2.6 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
47,049
shares
|
$2.57 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
46,893
shares
|
$2.56 Million
0.05% of portfolio
|
Q4 2024
Reduced 22.58%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
46,248
shares
|
$2.53 Million
0.11% of portfolio
|
Q4 2024
Added 32.74%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
46,158
shares
|
$2.52 Million
0.03% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
45,700
shares
|
$2.5 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
45,658
shares
|
$2.5 Million
0.04% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
45,484
shares
|
$2.49 Million
0.06% of portfolio
|
Q1 2024
Reduced 41.69%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
45,250
shares
|
$2.47 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
44,517
shares
|
$2.43 Million
1.97% of portfolio
|
Q1 2025
New holding
|