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 |
---|---|---|---|---|---|
Onyx Bridge Wealth Group LLC
|
Jul 22, 2024 Q2 2024 |
16,131
shares
|
$936,081
0.15% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
Kpp Advisory Services LLC
Louisville, KY |
Aug 27, 2024 Q2 2024 |
16,101
shares
|
$934,341
0.23% of portfolio
|
Q2 2024
Added 65.94%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
16,063
shares
|
$932,135
0.17% of portfolio
|
Q2 2024
Added 46.65%
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 31, 2024 Q2 2024 |
15,949
shares
|
$925,520
0.07% of portfolio
|
Q2 2024
Added 119.74%
|
|
Tranquility Partners, LLC
|
Jul 25, 2024 Q2 2024 |
15,788
shares
|
$916,177
0.34% of portfolio
|
Q2 2024
Added 7.02%
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
15,662
shares
|
$908,865
1.18% of portfolio
|
Q3 2023
Added 2.92%
|
|
Ignite Planners, LLC
|
Jul 12, 2024 Q2 2024 |
15,554
shares
|
$902,598
0.22% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Aug 09, 2024 Q2 2024 |
15,520
shares
|
$900,625
0.76% of portfolio
|
Q2 2024
Added 4.94%
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
15,455
shares
|
$896,853
0.01% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
15,249
shares
|
$884,899
0.06% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 09, 2024 Q2 2024 |
15,220
shares
|
$883,216
0.32% of portfolio
|
Q2 2024
Added 3.4%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
15,202
shares
|
$882,172
0.01% of portfolio
|
Q2 2024
Added 8.96%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
14,912
shares
|
$865,343
0.08% of portfolio
|
Q2 2024
Added 16.65%
|
|
Private Portfolio Partners LLC
|
Aug 14, 2024 Q2 2024 |
14,888
shares
|
$863,950
0.67% of portfolio
|
Q2 2024
Added 0.02%
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 17, 2024 Q2 2024 |
14,807
shares
|
$859,250
0.33% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
14,790
shares
|
$858,263
0.12% of portfolio
|
Q2 2024
Reduced 7.12%
|
|
Financial Services Advisory Inc
|
Jul 30, 2024 Q2 2024 |
14,713
shares
|
$853,795
0.22% of portfolio
|
Q2 2024
Reduced 49.31%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
14,657
shares
|
$850,545
0.06% of portfolio
|
Q2 2024
Added 18.3%
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,621
shares
|
$848,456
0.44% of portfolio
|
Q1 2024
Reduced 5.96%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
14,612
shares
|
$847,934
0.03% of portfolio
|
Q2 2024
Added 0.86%
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 30, 2024 Q2 2024 |
14,484
shares
|
$840,506
0.49% of portfolio
|
Q2 2024
Added 43.24%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
14,377
shares
|
$834,297
0.11% of portfolio
|
Q2 2024
Added 1.97%
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2024 Q2 2024 |
14,370
shares
|
$833,891
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
13,645
shares
|
$791,819
0.09% of portfolio
|
Q2 2024
Reduced 55.14%
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
13,555
shares
|
$786,596
0.24% of portfolio
|
Q2 2024
Added 4.15%
|