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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
29,125
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2024
Added 59.7%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
28,670
shares
|
$1.57 Million
0.13% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
27,328
shares
|
$1.49 Million
0.91% of portfolio
|
Q4 2024
Added 31.33%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
27,207
shares
|
$1.49 Million
0.63% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
27,182
shares
|
$1.49 Million
0.52% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Feb 13, 2025 Q4 2024 |
27,006
shares
|
$1.48 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
26,948
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
26,603
shares
|
$1.45 Million
0.2% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
26,047
shares
|
$1.42 Million
0.02% of portfolio
|
Q1 2025
Added 120.23%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
25,982
shares
|
$1.42 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
25,924
shares
|
$1.42 Million
0.43% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
25,909
shares
|
$1.42 Million
0.16% of portfolio
|
Q4 2024
Added 24.07%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
25,815
shares
|
$1.41 Million
0.69% of portfolio
|
Q1 2025
Added 568.44%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
25,555
shares
|
$1.4 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
25,251
shares
|
$1.38 Million
0.45% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
24,646
shares
|
$1.35 Million
0.2% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
24,422
shares
|
$1.33 Million
0.12% of portfolio
|
Q4 2024
Added 43.93%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
24,264
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
24,164
shares
|
$1.32 Million
0.22% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
23,720
shares
|
$1.3 Million
1.8% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
23,683
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
23,072
shares
|
$1.26 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
22,948
shares
|
$1.25 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Retireful, LLC
|
Apr 10, 2025 Q1 2025 |
22,853
shares
|
$1.25 Million
1.36% of portfolio
|
Q1 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
22,547
shares
|
$1.23 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.33%
|