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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
16,956
shares
|
$926,645
0.03% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
16,566
shares
|
$905,331
0.64% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
16,336
shares
|
$892,762
0.11% of portfolio
|
Q4 2024
Reduced 32.35%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
16,314
shares
|
$891,560
0.69% of portfolio
|
Q4 2024
Added 217.08%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
16,314
shares
|
$891,560
0.69% of portfolio
|
Q4 2024
Added 217.08%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
15,982
shares
|
$873,416
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,803
shares
|
$863,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
15,735
shares
|
$859,917
0.48% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
15,664
shares
|
$856,037
0.02% of portfolio
|
Q4 2024
Reduced 16.51%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
15,662
shares
|
$855,928
1.18% of portfolio
|
Q3 2023
Added 2.92%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
15,606
shares
|
$852,867
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
15,382
shares
|
$840,626
0.35% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
15,233
shares
|
$832,483
0.2% of portfolio
|
Q1 2025
Added 40.24%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
15,189
shares
|
$830,078
0.2% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
14,968
shares
|
$818,001
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Mar 14, 2025 Q4 2024 |
14,780
shares
|
$807,727
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
14,692
shares
|
$802,917
0.08% of portfolio
|
Q4 2024
Added 24.86%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,621
shares
|
$799,037
0.44% of portfolio
|
Q1 2024
Reduced 5.96%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
14,531
shares
|
$794,119
0.06% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
14,488
shares
|
$791,769
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
14,439
shares
|
$789,091
0.2% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
14,403
shares
|
$787,123
0.13% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
14,348
shares
|
$784,118
0.03% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
14,200
shares
|
$776,030
0.0% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
14,039
shares
|
$767,231
0.15% of portfolio
|
Q4 2024
Added 0.1%
|