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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
36,401
shares
|
$1.99 Million
0.2% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
36,268
shares
|
$1.98 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,869
shares
|
$1.96 Million
0.01% of portfolio
|
Q4 2024
Added 77.22%
|
|
|
Edge Rock Capital LLC
|
Apr 15, 2025 Q1 2025 |
35,656
shares
|
$1.95 Million
1.5% of portfolio
|
Q1 2025
Reduced 22.52%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
35,191
shares
|
$1.92 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
34,830
shares
|
$1.9 Million
0.81% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
34,723
shares
|
$1.9 Million
0.26% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
34,657
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Reduced 42.46%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
34,234
shares
|
$1.87 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
34,074
shares
|
$1.86 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
33,657
shares
|
$1.84 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,488
shares
|
$1.83 Million
0.06% of portfolio
|
Q4 2024
Reduced 37.82%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
32,374
shares
|
$1.77 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
32,135
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 85.61%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
31,801
shares
|
$1.74 Million
0.8% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
31,681
shares
|
$1.73 Million
0.17% of portfolio
|
Q1 2025
Added 545.63%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
31,110
shares
|
$1.7 Million
0.1% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
30,904
shares
|
$1.69 Million
0.77% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
30,627
shares
|
$1.67 Million
1.35% of portfolio
|
Q4 2024
Added 86.34%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
30,500
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
30,402
shares
|
$1.66 Million
0.68% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
30,183
shares
|
$1.65 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
30,138
shares
|
$1.65 Million
1.06% of portfolio
|
Q4 2024
Added 30.69%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
30,000
shares
|
$1.64 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
29,310
shares
|
$1.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.65%
|