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 |
|---|---|---|---|---|---|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
19,578
shares
|
$1.07 Million
0.37% of portfolio
|
Q4 2024
Added 26.59%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
19,479
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.67%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
19,412
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Reduced 41.73%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
19,172
shares
|
$1.05 Million
0.09% of portfolio
|
Q1 2025
Added 308.18%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
19,027
shares
|
$1.04 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
18,923
shares
|
$1.03 Million
0.85% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
18,837
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
18,712
shares
|
$1.02 Million
0.34% of portfolio
|
Q4 2024
Added 100.06%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
18,687
shares
|
$1.02 Million
0.38% of portfolio
|
Q4 2024
Added 59.73%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
18,631
shares
|
$1.02 Million
0.4% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
18,581
shares
|
$1.02 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
18,511
shares
|
$1.01 Million
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
18,404
shares
|
$1.01 Million
0.35% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
18,251
shares
|
$997,417
0.0% of portfolio
|
Q4 2024
Added 53.69%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
18,125
shares
|
$990,531
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
18,026
shares
|
$985,120
0.03% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
17,866
shares
|
$976,376
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
17,839
shares
|
$974,901
0.5% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,645
shares
|
$964,299
0.16% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
17,605
shares
|
$962,113
0.01% of portfolio
|
Q4 2024
Added 58.03%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
17,450
shares
|
$953,642
0.44% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
17,393
shares
|
$950,527
0.37% of portfolio
|
Q4 2024
Reduced 81.4%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
17,167
shares
|
$938,176
0.23% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
17,113
shares
|
$935,225
0.14% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
17,027
shares
|
$930,525
0.88% of portfolio
|
Q1 2025
Reduced 8.27%
|