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 |
|---|---|---|---|---|---|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
13,959
shares
|
$762,859
0.38% of portfolio
|
Q1 2025
Added 14.11%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
13,912
shares
|
$760,290
0.36% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,885
shares
|
$758,815
0.1% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
13,842
shares
|
$756,465
0.32% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
13,619
shares
|
$744,278
0.09% of portfolio
|
Q4 2024
Added 43.92%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
13,507
shares
|
$738,157
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
13,476
shares
|
$736,463
0.08% of portfolio
|
Q4 2024
Added 76.66%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
13,401
shares
|
$732,364
0.06% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
13,357
shares
|
$729,960
0.03% of portfolio
|
Q4 2024
Added 35.69%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
13,251
shares
|
$724,167
0.35% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
13,200
shares
|
$721,380
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
13,100
shares
|
$715,915
0.2% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
13,027
shares
|
$711,925
0.04% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
13,004
shares
|
$710,668
0.42% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
12,984
shares
|
$709,575
0.37% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
12,909
shares
|
$705,476
0.06% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
12,831
shares
|
$701,214
1.41% of portfolio
|
Q4 2024
Reduced 90.36%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
12,799
shares
|
$699,465
0.42% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
12,765
shares
|
$697,607
0.05% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
12,629
shares
|
$690,174
0.03% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,006
shares
|
$656,127
0.02% of portfolio
|
Q4 2023
Reduced 16.21%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
12,004
shares
|
$656,018
0.15% of portfolio
|
Q1 2025
Added 18.89%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
11,724
shares
|
$640,716
0.05% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
11,077
shares
|
$605,358
0.22% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
10,649
shares
|
$581,967
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|