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 |
---|---|---|---|---|---|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 17, 2024 Q2 2024 |
6,240
shares
|
$362,107
0.0% of portfolio
|
Q3 2023
New holding
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 12, 2024 Q2 2024 |
6,203
shares
|
$359,960
0.25% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
6,171
shares
|
$358,103
0.08% of portfolio
|
Q4 2022
Added 32.11%
|
|
Equitable Trust CO
|
Aug 01, 2024 Q2 2024 |
6,120
shares
|
$355,143
0.02% of portfolio
|
Q2 2024
Added 22.4%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,104
shares
|
$354,215
0.01% of portfolio
|
Q4 2023
New holding
|
|
Concorde Asset Management, LLC
|
Aug 12, 2024 Q2 2024 |
6,059
shares
|
$351,603
0.21% of portfolio
|
Q2 2024
Added 0.61%
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 24, 2024 Q2 2024 |
5,990
shares
|
$347,599
0.05% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
5,988
shares
|
$347,483
0.01% of portfolio
|
Q2 2024
Reduced 65.97%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
5,878
shares
|
$341,100
0.04% of portfolio
|
Q2 2024
Added 65.34%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
5,832
shares
|
$338,430
0.05% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
5,721
shares
|
$331,989
0.07% of portfolio
|
Q2 2024
Added 33.29%
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Aug 13, 2024 Q2 2024 |
5,667
shares
|
$328,856
0.27% of portfolio
|
Q2 2024
Added 0.93%
|
|
Life Pro Asset Management
|
Jul 10, 2024 Q2 2024 |
5,613
shares
|
$325,722
0.25% of portfolio
|
Q2 2024
Reduced 6.53%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
5,573
shares
|
$323,401
0.03% of portfolio
|
Q2 2024
Added 3.45%
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,507
shares
|
$319,571
0.37% of portfolio
|
Q4 2022
Added 2.72%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
5,488
shares
|
$318,468
0.0% of portfolio
|
Q2 2024
Added 0.72%
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
5,460
shares
|
$316,843
0.0% of portfolio
|
Q1 2024
Reduced 13.98%
|
|
Independent Wealth Network Inc.
|
Jul 18, 2024 Q2 2024 |
5,456
shares
|
$316,611
0.14% of portfolio
|
Q2 2024
Added 3.06%
|
|
Atlas Wealth LLC
Cincinnati, OH |
Jul 31, 2024 Q2 2024 |
5,432
shares
|
$315,218
0.05% of portfolio
|
Q2 2024
Added 12.84%
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 02, 2024 Q2 2024 |
5,428
shares
|
$314,986
0.34% of portfolio
|
Q2 2024
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
5,369
shares
|
$311,563
0.09% of portfolio
|
Q2 2024
Reduced 11.75%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
5,326
shares
|
$309,067
0.0% of portfolio
|
Q2 2024
Added 0.49%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,302
shares
|
$307,675
0.02% of portfolio
|
Q2 2024
New holding
|
|
Capital Square, LLC
|
Aug 01, 2024 Q2 2024 |
5,289
shares
|
$306,920
0.2% of portfolio
|
Q2 2024
Added 0.04%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Aug 12, 2024 Q2 2024 |
5,278
shares
|
$306,282
0.01% of portfolio
|
Q2 2024
Reduced 2.58%
|