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 |
---|---|---|---|---|---|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2024 Q2 2024 |
13,494
shares
|
$783,056
0.45% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
13,357
shares
|
$775,106
0.09% of portfolio
|
Q2 2024
Added 0.05%
|
|
Petix & Botte CO
|
Aug 13, 2024 Q2 2024 |
13,338
shares
|
$774,004
0.21% of portfolio
|
Q2 2024
Added 100.0%
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
13,200
shares
|
$765,996
0.06% of portfolio
|
Q2 2024
New holding
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Aug 02, 2024 Q2 2024 |
13,014
shares
|
$755,202
0.47% of portfolio
|
Q1 2024
Added 17.22%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
13,000
shares
|
$754,390
0.0% of portfolio
|
Q2 2024
Reduced 66.84%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
12,779
shares
|
$741,565
0.04% of portfolio
|
Q2 2024
Added 8.07%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
12,747
shares
|
$739,708
0.33% of portfolio
|
Q2 2024
Added 15.35%
|
|
Platform Technology Partners
|
Jul 30, 2024 Q2 2024 |
12,691
shares
|
$736,458
0.24% of portfolio
|
Q2 2024
New holding
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
12,615
shares
|
$732,048
0.03% of portfolio
|
Q2 2024
Reduced 92.8%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
12,518
shares
|
$726,419
0.03% of portfolio
|
Q2 2024
Added 2.41%
|
|
Clarus Wealth Advisors
|
Jul 11, 2024 Q2 2024 |
12,500
shares
|
$725,375
0.38% of portfolio
|
Q2 2024
Reduced 9.47%
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
12,397
shares
|
$719,397
0.32% of portfolio
|
Q2 2024
New holding
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
12,058
shares
|
$699,725
0.01% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,006
shares
|
$696,708
0.02% of portfolio
|
Q4 2023
Reduced 16.21%
|
|
Paragon Private Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
11,990
shares
|
$695,779
0.38% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jul 26, 2024 Q2 2024 |
11,913
shares
|
$691,311
0.05% of portfolio
|
Q2 2024
Added 7.25%
|
|
Dagco, Inc.
|
Aug 14, 2024 Q2 2024 |
11,699
shares
|
$678,892
0.28% of portfolio
|
Q1 2024
New holding
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
11,408
shares
|
$662,006
0.11% of portfolio
|
Q1 2024
Reduced 7.93%
|
|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
11,359
shares
|
$659,162
0.05% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Waterfront Wealth Inc.
|
Aug 01, 2024 Q2 2024 |
11,265
shares
|
$653,707
0.17% of portfolio
|
Q2 2024
Reduced 8.15%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
11,148
shares
|
$646,918
0.03% of portfolio
|
Q2 2024
Reduced 73.25%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
11,061
shares
|
$641,869
0.16% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 14, 2024 Q2 2024 |
10,976
shares
|
$636,937
0.23% of portfolio
|
Q2 2024
Added 0.01%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
10,687
shares
|
$620,166
0.01% of portfolio
|
Q2 2024
Reduced 11.08%
|