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 606 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 $9.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,760
shares
|
$363,340
0.02% of portfolio
|
Q3 2024
Reduced 57.79%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
5,721
shares
|
$360,880
0.07% of portfolio
|
Q2 2024
Added 33.29%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
5,684
shares
|
$358,546
0.14% of portfolio
|
Q3 2024
Reduced 38.6%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
5,641
shares
|
$355,834
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
5,576
shares
|
$351,734
0.26% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
5,564
shares
|
$350,977
0.08% of portfolio
|
Q3 2024
Reduced 65.44%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,507
shares
|
$347,381
0.37% of portfolio
|
Q4 2022
Added 2.72%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
5,451
shares
|
$343,849
0.15% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
5,434
shares
|
$342,776
0.35% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
5,372
shares
|
$338,865
0.06% of portfolio
|
Q3 2024
Reduced 52.91%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
5,337
shares
|
$336,657
0.09% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,326
shares
|
$335,964
0.0% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
5,278
shares
|
$332,936
0.01% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
5,258
shares
|
$331,674
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
5,236
shares
|
$330,286
0.24% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,198
shares
|
$327,889
0.0% of portfolio
|
Q3 2024
Reduced 68.16%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
5,178
shares
|
$326,628
0.15% of portfolio
|
Q3 2024
Reduced 67.76%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
5,145
shares
|
$324,546
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
5,145
shares
|
$324,546
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
5,127
shares
|
$323,411
0.06% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
5,042
shares
|
$318,049
0.25% of portfolio
|
Q1 2024
Reduced 12.59%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
5,023
shares
|
$316,850
0.15% of portfolio
|
Q3 2024
Reduced 79.59%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
4,978
shares
|
$314,012
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
4,958
shares
|
$312,750
0.09% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,903
shares
|
$309,281
0.05% of portfolio
|
Q2 2024
Added 0.97%
|