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 608 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $9.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
23,060
shares
|
$1.48 Million
0.82% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
22,989
shares
|
$1.47 Million
0.14% of portfolio
|
Q3 2024
Added 19.88%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
22,896
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2024
Added 310.84%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
22,695
shares
|
$1.46 Million
0.27% of portfolio
|
Q3 2024
Reduced 83.72%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
22,555
shares
|
$1.45 Million
0.68% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
21,984
shares
|
$1.41 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
21,885
shares
|
$1.4 Million
0.55% of portfolio
|
Q3 2024
Reduced 21.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
21,771
shares
|
$1.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.59%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
21,575
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Reduced 62.58%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
21,053
shares
|
$1.35 Million
0.33% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
20,883
shares
|
$1.34 Million
0.13% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
20,853
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 3584.28%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
20,837
shares
|
$1.34 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
20,808
shares
|
$1.33 Million
0.53% of portfolio
|
Q3 2024
Added 283.06%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
20,414
shares
|
$1.31 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,240
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
19,677
shares
|
$1.26 Million
0.76% of portfolio
|
Q3 2024
Reduced 11.74%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
19,658
shares
|
$1.26 Million
0.4% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
19,621
shares
|
$1.26 Million
0.78% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
19,479
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.67%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
19,350
shares
|
$1.24 Million
0.14% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
19,111
shares
|
$1.23 Million
0.16% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
18,936
shares
|
$1.21 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,803
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
18,762
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 1.8%
|