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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
9,463
shares
|
$596,926
0.07% of portfolio
|
Q3 2024
Reduced 29.15%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
9,423
shares
|
$594,402
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
9,353
shares
|
$589,987
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
9,152
shares
|
$577,308
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
|
$571,441
0.03% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
9,013
shares
|
$568,540
0.01% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
8,976
shares
|
$566,206
0.04% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
8,888
shares
|
$560,655
0.04% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,653
shares
|
$545,831
0.14% of portfolio
|
Q2 2022
Added 6.85%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
8,612
shares
|
$543,244
0.01% of portfolio
|
Q3 2024
Added 56.92%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
8,274
shares
|
$521,923
0.25% of portfolio
|
Q1 2023
Reduced 9.18%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
8,205
shares
|
$517,571
0.06% of portfolio
|
Q3 2024
Added 18.86%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
8,041
shares
|
$507,226
0.32% of portfolio
|
Q3 2024
Added 80.33%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
7,705
shares
|
$486,031
0.03% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
7,699
shares
|
$485,652
0.06% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
7,628
shares
|
$481,174
0.05% of portfolio
|
Q3 2024
Added 29.77%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,600
shares
|
$479,408
0.17% of portfolio
|
Q1 2023
Reduced 3.8%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
7,496
shares
|
$472,847
0.0% of portfolio
|
Q3 2024
Reduced 74.83%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
7,455
shares
|
$470,261
0.01% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
7,426
shares
|
$468,432
0.03% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
7,292
shares
|
$459,979
0.01% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
7,243
shares
|
$456,888
0.13% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
7,046
shares
|
$444,461
0.07% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,996
shares
|
$441,307
0.08% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,917
shares
|
$436,324
0.06% of portfolio
|
Q3 2022
Reduced 28.55%
|