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 |
---|---|---|---|---|---|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
19,176
shares
|
$1.11 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
19,153
shares
|
$1.11 Million
0.14% of portfolio
|
Q2 2024
Added 8.2%
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jul 22, 2024 Q2 2024 |
19,116
shares
|
$1.11 Million
0.88% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
19,063
shares
|
$1.11 Million
0.1% of portfolio
|
Q2 2024
Added 5.55%
|
|
Pcg Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
19,036
shares
|
$1.1 Million
0.47% of portfolio
|
Q2 2024
Added 7.96%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
18,836
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
18,721
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2024
Added 5.73%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
18,577
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
18,511
shares
|
$1.07 Million
0.25% of portfolio
|
Q1 2024
New holding
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
18,432
shares
|
$1.07 Million
0.16% of portfolio
|
Q2 2024
Added 2.83%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
18,431
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2024
Reduced 8.03%
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jul 12, 2024 Q2 2024 |
18,334
shares
|
$1.06 Million
0.16% of portfolio
|
Q2 2024
Added 104.16%
|
|
Econ Financial Services Corp
|
Aug 12, 2024 Q2 2024 |
18,122
shares
|
$1.05 Million
0.62% of portfolio
|
Q2 2024
Added 10.99%
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2024 Q2 2024 |
18,095
shares
|
$1.05 Million
0.35% of portfolio
|
Q2 2024
Reduced 2.98%
|
|
Aurora Private Wealth, Inc.
|
Jul 17, 2024 Q2 2024 |
18,051
shares
|
$1.05 Million
0.86% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
Mayflower Financial Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
17,963
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2024
Reduced 10.01%
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
17,949
shares
|
$1.04 Million
0.34% of portfolio
|
Q2 2024
Reduced 17.52%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
17,907
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Added 7.87%
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
17,803
shares
|
$1.03 Million
0.09% of portfolio
|
Q2 2024
Added 5.6%
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
17,635
shares
|
$1.02 Million
0.5% of portfolio
|
Q2 2024
Added 7.15%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
17,535
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
17,213
shares
|
$998,870
0.44% of portfolio
|
Q2 2024
Reduced 10.98%
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
16,966
shares
|
$984,536
0.7% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
16,389
shares
|
$951,053
0.16% of portfolio
|
Q2 2024
Added 42.67%
|
|
Trexquant Investment LP
Stamford, CT |
Aug 13, 2024 Q2 2024 |
16,323
shares
|
$947,223
0.01% of portfolio
|
Q2 2024
New holding
|