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 |
|---|---|---|---|---|---|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
22,331
shares
|
$1.22 Million
0.99% of portfolio
|
Q4 2024
Added 22.21%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
22,313
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
22,310
shares
|
$1.22 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
22,301
shares
|
$1.22 Million
0.35% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
22,200
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
22,094
shares
|
$1.21 Million
0.13% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
22,087
shares
|
$1.21 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
22,073
shares
|
$1.21 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
21,903
shares
|
$1.2 Million
0.9% of portfolio
|
Q4 2024
Reduced 35.63%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
21,885
shares
|
$1.2 Million
1.06% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
21,873
shares
|
$1.2 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,770
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 15.78%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
21,053
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
20,983
shares
|
$1.15 Million
0.49% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
20,728
shares
|
$1.13 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
20,505
shares
|
$1.12 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
20,318
shares
|
$1.11 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
20,170
shares
|
$1.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
19,942
shares
|
$1.09 Million
0.17% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
19,938
shares
|
$1.09 Million
0.55% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
19,938
shares
|
$1.09 Million
0.15% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
19,900
shares
|
$1.09 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
19,887
shares
|
$1.09 Million
0.53% of portfolio
|
Q4 2024
Added 418.97%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
19,845
shares
|
$1.08 Million
0.05% of portfolio
|
Q4 2024
Added 18.03%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
19,578
shares
|
$1.07 Million
0.37% of portfolio
|
Q4 2024
Added 26.59%
|