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 606 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $9.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
12,274
shares
|
$774,243
0.37% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
12,127
shares
|
$764,971
0.05% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
12,074
shares
|
$761,627
0.56% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
12,070
shares
|
$761,375
0.36% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
12,066
shares
|
$761,123
0.36% of portfolio
|
Q3 2024
Added 56.32%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
12,060
shares
|
$760,744
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
12,022
shares
|
$758,347
0.18% of portfolio
|
Q3 2024
Reduced 76.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,006
shares
|
$757,338
0.02% of portfolio
|
Q4 2023
Reduced 16.21%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
11,947
shares
|
$753,616
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
11,875
shares
|
$749,075
0.0% of portfolio
|
Q3 2024
Added 177.91%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
11,767
shares
|
$742,262
0.06% of portfolio
|
Q3 2024
Added 28.15%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
11,699
shares
|
$737,972
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
11,270
shares
|
$710,911
0.37% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
11,140
shares
|
$702,711
0.01% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
10,976
shares
|
$692,366
0.23% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
10,844
shares
|
$684,039
0.15% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
10,697
shares
|
$674,766
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
10,582
shares
|
$667,512
0.01% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
10,562
shares
|
$666,250
0.0% of portfolio
|
Q2 2024
Reduced 10.54%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
10,525
shares
|
$663,917
0.06% of portfolio
|
Q3 2023
Reduced 20.94%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,476
shares
|
$660,826
0.14% of portfolio
|
Q3 2024
Added 23.19%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
10,416
shares
|
$657,041
0.08% of portfolio
|
Q3 2024
Added 108.28%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
9,879
shares
|
$623,167
0.12% of portfolio
|
Q3 2024
Added 15.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
9,844
shares
|
$620,959
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
9,706
shares
|
$612,254
0.09% of portfolio
|
Q1 2023
Added 11.05%
|