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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
44,355
shares
|
$2.42 Million
0.16% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
44,294
shares
|
$2.42 Million
2.15% of portfolio
|
Q1 2025
Reduced 18.31%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
43,656
shares
|
$2.39 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
43,267
shares
|
$2.36 Million
1.21% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
43,170
shares
|
$2.36 Million
0.17% of portfolio
|
Q3 2023
Reduced 67.61%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
42,868
shares
|
$2.34 Million
1.43% of portfolio
|
Q2 2024
Reduced 68.62%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
42,517
shares
|
$2.32 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
42,404
shares
|
$2.32 Million
1.25% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
42,387
shares
|
$2.32 Million
0.06% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
41,717
shares
|
$2.28 Million
0.6% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
41,203
shares
|
$2.25 Million
1.52% of portfolio
|
Q1 2025
Added 66.6%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
40,637
shares
|
$2.22 Million
0.5% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
40,265
shares
|
$2.2 Million
0.08% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
39,904
shares
|
$2.18 Million
0.09% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
39,713
shares
|
$2.17 Million
0.44% of portfolio
|
Q4 2024
Reduced 35.19%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
39,153
shares
|
$2.14 Million
0.18% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
39,098
shares
|
$2.14 Million
0.5% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
38,379
shares
|
$2.1 Million
0.36% of portfolio
|
Q1 2024
Added 4.21%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
38,364
shares
|
$2.1 Million
0.23% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
38,212
shares
|
$2.09 Million
0.88% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
38,064
shares
|
$2.08 Million
0.67% of portfolio
|
Q4 2022
Reduced 97.72%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
38,021
shares
|
$2.08 Million
0.09% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
37,093
shares
|
$2.03 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
36,627
shares
|
$2 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
36,455
shares
|
$1.99 Million
0.57% of portfolio
|
Q4 2024
Reduced 6.29%
|