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 564 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $8.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Alta Wealth Advisors LLC
|
Jul 24, 2024 Q2 2024 |
7,574
shares
|
$439,519
0.21% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
Pinnacle Financial Partners Inc
|
Aug 06, 2024 Q2 2024 |
7,455
shares
|
$432,613
0.01% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
7,389
shares
|
$428,783
0.19% of portfolio
|
Q2 2024
Reduced 10.33%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
7,332
shares
|
$425,475
0.01% of portfolio
|
Q2 2024
Reduced 22.7%
|
|
Presidio Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
7,317
shares
|
$424,605
0.28% of portfolio
|
Q2 2024
Reduced 90.42%
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 02, 2024 Q2 2024 |
7,170
shares
|
$416,075
0.13% of portfolio
|
Q2 2024
Added 0.48%
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
7,141
shares
|
$414,392
0.03% of portfolio
|
Q2 2024
Reduced 93.78%
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
7,078
shares
|
$410,736
0.07% of portfolio
|
Q2 2024
New holding
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Aug 13, 2024 Q2 2024 |
6,973
shares
|
$404,643
0.08% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
6,945
shares
|
$403,018
0.03% of portfolio
|
Q1 2024
Reduced 35.44%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,917
shares
|
$401,393
0.06% of portfolio
|
Q3 2022
Reduced 28.55%
|
|
Forte Capital LLC
|
Aug 13, 2024 Q2 2024 |
6,903
shares
|
$400,581
0.05% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
Signal Point Asset Management, LLC
|
Jul 22, 2024 Q2 2024 |
6,737
shares
|
$390,948
0.11% of portfolio
|
Q2 2024
Added 29.38%
|
|
Old Port Advisors
|
Jul 18, 2024 Q2 2024 |
6,728
shares
|
$390,425
0.11% of portfolio
|
Q2 2024
Added 3.86%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
6,725
shares
|
$390,251
0.06% of portfolio
|
Q2 2024
Added 7.89%
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Jul 31, 2024 Q2 2024 |
6,718
shares
|
$389,845
0.19% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
6,688
shares
|
$388,104
0.03% of portfolio
|
Q2 2024
Reduced 59.11%
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2024 Q2 2024 |
6,645
shares
|
$385,609
0.02% of portfolio
|
Q1 2024
New holding
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,584
shares
|
$382,069
0.06% of portfolio
|
Q4 2022
Reduced 7.71%
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,584
shares
|
$382,069
0.06% of portfolio
|
Q4 2022
New holding
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,356
shares
|
$368,838
0.07% of portfolio
|
Q2 2024
Added 95.15%
|
|
Pacific Sun Financial Corp
|
Jul 19, 2024 Q2 2024 |
6,320
shares
|
$366,749
0.22% of portfolio
|
Q1 2024
Reduced 5.25%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
6,312
shares
|
$366,285
0.01% of portfolio
|
Q2 2024
Added 56.16%
|
|
Red Door Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
6,305
shares
|
$365,879
0.06% of portfolio
|
Q4 2023
Reduced 3.37%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Aug 07, 2024 Q2 2024 |
6,288
shares
|
$364,892
0.26% of portfolio
|
Q2 2024
Reduced 0.68%
|