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 |
---|---|---|---|---|---|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
25,976
shares
|
$1.51 Million
0.28% of portfolio
|
Q2 2024
New holding
|
|
Pitti Group Wealth Management, LLC
|
Aug 09, 2024 Q2 2024 |
25,906
shares
|
$1.5 Million
1.52% of portfolio
|
Q2 2024
Added 2.03%
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 26, 2024 Q2 2024 |
25,010
shares
|
$1.45 Million
0.51% of portfolio
|
Q2 2024
Added 7.97%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
24,628
shares
|
$1.43 Million
0.09% of portfolio
|
Q2 2024
Added 890.27%
|
|
Iams Wealth Management, LLC
Omaha, NE |
Aug 05, 2024 Q2 2024 |
24,612
shares
|
$1.43 Million
0.74% of portfolio
|
Q2 2024
Reduced 14.06%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 12, 2024 Q2 2024 |
23,849
shares
|
$1.38 Million
0.37% of portfolio
|
Q2 2024
Added 202.96%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
23,746
shares
|
$1.38 Million
0.46% of portfolio
|
Q2 2024
New holding
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
23,438
shares
|
$1.36 Million
0.13% of portfolio
|
Q2 2024
Added 0.5%
|
|
Prism Advisors, Inc.
|
Jul 10, 2024 Q2 2024 |
23,299
shares
|
$1.35 Million
0.39% of portfolio
|
Q2 2024
Reduced 6.55%
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Aug 01, 2024 Q2 2024 |
23,296
shares
|
$1.35 Million
0.37% of portfolio
|
Q2 2024
Reduced 66.52%
|
|
Paradigm Financial Partners, LLC
|
Aug 13, 2024 Q2 2024 |
23,201
shares
|
$1.35 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
Herold Advisors, Inc.
|
Jul 24, 2024 Q2 2024 |
22,494
shares
|
$1.31 Million
0.29% of portfolio
|
Q2 2024
Added 0.45%
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
22,305
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 27.53%
|
|
Woodward Diversified Capital, LLC
|
Jul 30, 2024 Q2 2024 |
22,295
shares
|
$1.29 Million
0.73% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
Private Advisory Group LLC
Redmond, WA |
Jul 23, 2024 Q2 2024 |
22,180
shares
|
$1.29 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
Edge Rock Capital LLC
|
Jul 24, 2024 Q2 2024 |
21,865
shares
|
$1.27 Million
0.95% of portfolio
|
Q2 2024
Added 19.71%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
21,564
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2024
Added 9.6%
|
|
Spreng Capital Management, Inc.
|
Aug 13, 2024 Q2 2024 |
21,247
shares
|
$1.23 Million
0.6% of portfolio
|
Q2 2024
Reduced 4.39%
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 17, 2024 Q2 2024 |
20,925
shares
|
$1.21 Million
0.78% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
Ellsworth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
20,719
shares
|
$1.2 Million
0.32% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
Walker Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
20,621
shares
|
$1.2 Million
0.83% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 12, 2024 Q2 2024 |
20,234
shares
|
$1.17 Million
0.62% of portfolio
|
Q2 2024
Added 4.82%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
19,863
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2024
Added 9.09%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
19,531
shares
|
$1.13 Million
0.12% of portfolio
|
Q2 2024
Added 2.41%
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2024 Q2 2024 |
19,485
shares
|
$1.13 Million
0.55% of portfolio
|
Q2 2024
Added 3.02%
|