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 608 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 $9.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,917
shares
|
$443,518
0.06% of portfolio
|
Q3 2022
Reduced 28.55%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
6,844
shares
|
$438,837
0.06% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
6,785
shares
|
$435,054
0.19% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
6,728
shares
|
$431,399
0.11% of portfolio
|
Q2 2024
Added 3.86%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
6,722
shares
|
$431,014
0.21% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
6,645
shares
|
$426,077
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
6,627
shares
|
$424,923
0.3% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
6,591
shares
|
$422,614
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,584
shares
|
$422,166
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,584
shares
|
$422,166
0.06% of portfolio
|
Q4 2022
Reduced 7.71%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
6,439
shares
|
$412,868
0.17% of portfolio
|
Q3 2024
Reduced 14.99%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6,430
shares
|
$412,291
0.27% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
6,429
shares
|
$412,227
0.07% of portfolio
|
Q3 2024
Added 22.85%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
6,400
shares
|
$410,368
0.0% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
6,362
shares
|
$407,931
0.03% of portfolio
|
Q3 2024
Added 61.47%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
6,345
shares
|
$406,841
0.01% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,310
shares
|
$404,597
0.03% of portfolio
|
Q3 2024
Added 23.34%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,226
shares
|
$399,211
0.01% of portfolio
|
Q3 2024
Reduced 50.65%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
6,171
shares
|
$395,684
0.08% of portfolio
|
Q4 2022
Added 32.11%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,151
shares
|
$394,402
0.03% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
6,120
shares
|
$392,414
0.02% of portfolio
|
Q2 2024
Added 22.4%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,104
shares
|
$391,388
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
5,942
shares
|
$381,001
0.23% of portfolio
|
Q3 2024
Reduced 18.79%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
5,920
shares
|
$379,590
0.21% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
5,859
shares
|
$375,679
0.05% of portfolio
|
Q3 2024
Reduced 2.19%
|