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 |
---|---|---|---|---|---|
Bar Harbor Wealth Management
Concord, NH |
Jul 17, 2024 Q2 2024 |
5,273
shares
|
$305,992
0.02% of portfolio
|
Q2 2024
New holding
|
|
Strategy Asset Managers LLC
|
Aug 02, 2024 Q2 2024 |
5,233
shares
|
$303,670
0.06% of portfolio
|
Q2 2024
Reduced 18.59%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 30, 2024 Q2 2024 |
5,116
shares
|
$296,881
0.02% of portfolio
|
Q2 2024
Reduced 91.64%
|
|
Sequent Asset Management, LLC
|
Jul 26, 2024 Q2 2024 |
5,042
shares
|
$292,587
0.23% of portfolio
|
Q1 2024
Reduced 12.59%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
5,001
shares
|
$290,208
0.04% of portfolio
|
Q1 2024
Added 3.97%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 12, 2024 Q2 2024 |
4,990
shares
|
$289,569
0.05% of portfolio
|
Q2 2024
New holding
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Aug 05, 2024 Q2 2024 |
4,935
shares
|
$286,378
0.18% of portfolio
|
Q2 2024
Reduced 3.89%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
4,903
shares
|
$284,521
0.05% of portfolio
|
Q2 2024
Added 0.97%
|
|
Xcel Wealth Management, LLC
|
Jul 23, 2024 Q2 2024 |
4,845
shares
|
$281,155
0.08% of portfolio
|
Q1 2024
Added 0.35%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
4,797
shares
|
$278,369
0.01% of portfolio
|
Q2 2024
Reduced 5.59%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
4,754
shares
|
$275,874
0.03% of portfolio
|
Q2 2024
Added 0.08%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
4,746
shares
|
$275,410
0.0% of portfolio
|
Q2 2024
New holding
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
4,655
shares
|
$270,129
0.13% of portfolio
|
Q2 2024
New holding
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 05, 2024 Q2 2024 |
4,600
shares
|
$266,938
0.0% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
4,459
shares
|
$258,755
0.19% of portfolio
|
Q2 2024
Reduced 10.23%
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 18, 2024 Q2 2024 |
4,385
shares
|
$254,461
0.12% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
4,365
shares
|
$253,300
0.08% of portfolio
|
Q2 2024
Reduced 14.07%
|
|
Wills Financial Group, Inc.
|
Aug 14, 2024 Q2 2024 |
4,331
shares
|
$251,327
0.12% of portfolio
|
Q2 2024
Added 10.8%
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
4,273
shares
|
$247,962
0.0% of portfolio
|
Q2 2024
Reduced 18.61%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
4,226
shares
|
$245,234
0.06% of portfolio
|
Q2 2024
Added 15.34%
|
|
Element Wealth, LLC
|
Aug 08, 2024 Q2 2024 |
4,176
shares
|
$242,333
0.13% of portfolio
|
Q2 2024
Added 17.5%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
4,130
shares
|
$239,663
0.0% of portfolio
|
Q2 2024
New holding
|
|
Aft, Forsyth & Company, Inc.
|
Aug 13, 2024 Q2 2024 |
4,124
shares
|
$239,315
0.12% of portfolio
|
Q2 2024
Added 0.02%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
4,037
shares
|
$234,267
0.04% of portfolio
|
Q2 2024
Added 72.74%
|
|
Forum Private Client Group LLC
|
Aug 13, 2024 Q2 2024 |
4,021
shares
|
$233,338
0.1% of portfolio
|
Q2 2024
Reduced 12.95%
|