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 590 institutions that hold shares in the stock, with a total of 151 Million shares, which have been reported (via 13F filing form) to have a value of $9.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
12,060
shares
|
$756,523
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
12,022
shares
|
$754,140
0.18% of portfolio
|
Q3 2024
Reduced 76.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,006
shares
|
$753,136
0.02% of portfolio
|
Q4 2023
Reduced 16.21%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
11,947
shares
|
$749,435
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2024 Q2 2024 |
11,699
shares
|
$733,878
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
11,270
shares
|
$706,967
0.37% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
11,148
shares
|
$699,314
0.03% of portfolio
|
Q2 2024
Reduced 73.25%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
10,976
shares
|
$688,524
0.23% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
10,844
shares
|
$680,244
0.15% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
10,697
shares
|
$671,022
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
10,687
shares
|
$670,395
0.01% of portfolio
|
Q2 2024
Reduced 11.08%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
10,562
shares
|
$662,554
0.0% of portfolio
|
Q2 2024
Reduced 10.54%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
10,525
shares
|
$660,233
0.06% of portfolio
|
Q3 2023
Reduced 20.94%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Aug 08, 2024 Q2 2024 |
10,288
shares
|
$645,366
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
9,879
shares
|
$619,709
0.12% of portfolio
|
Q3 2024
Added 15.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
9,877
shares
|
$619,584
0.02% of portfolio
|
Q2 2024
Added 454.89%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
9,706
shares
|
$608,857
0.09% of portfolio
|
Q1 2023
Added 11.05%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
9,463
shares
|
$593,613
0.07% of portfolio
|
Q3 2024
Reduced 29.15%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
9,423
shares
|
$591,104
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
9,266
shares
|
$581,256
0.01% of portfolio
|
Q2 2024
Added 16.0%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
9,182
shares
|
$575,986
0.04% of portfolio
|
Q2 2024
Added 26.14%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
9,152
shares
|
$574,104
0.38% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
9,059
shares
|
$568,271
0.03% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
8,976
shares
|
$563,064
0.04% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
8,957
shares
|
$561,872
0.01% of portfolio
|
Q2 2024
Added 257.85%
|