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 $9.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,017,213
shares
|
$56.3 Million
0.21% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
926,838
shares
|
$51.3 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
924,983
shares
|
$51.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
914,721
shares
|
$50.6 Million
0.66% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
860,075
shares
|
$47.6 Million
1.22% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
846,436
shares
|
$46.9 Million
0.21% of portfolio
|
Q4 2024
Added 76.1%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
842,544
shares
|
$46.6 Million
0.08% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
798,960
shares
|
$44.2 Million
0.3% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
729,399
shares
|
$40.4 Million
0.36% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
723,783
shares
|
$40.1 Million
0.49% of portfolio
|
Q4 2024
Added 17.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
708,953
shares
|
$39.2 Million
2.8% of portfolio
|
Q4 2024
Added 128.34%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 11, 2025 Q1 2025 |
662,153
shares
|
$36.7 Million
7.96% of portfolio
|
Q1 2025
Added 26.23%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
660,029
shares
|
$36.5 Million
0.69% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
639,327
shares
|
$35.4 Million
3.77% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
577,864
shares
|
$32 Million
0.08% of portfolio
|
Q3 2023
Reduced 9.53%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Feb 04, 2025 Q4 2024 |
566,625
shares
|
$31.4 Million
19.18% of portfolio
|
Q4 2024
Added 22.41%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
561,782
shares
|
$31.1 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
558,670
shares
|
$30.9 Million
1.01% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
537,481
shares
|
$29.8 Million
0.89% of portfolio
|
Q2 2020
Added 6.1%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
528,668
shares
|
$29.3 Million
15.76% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
518,874
shares
|
$28.7 Million
0.07% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
503,604
shares
|
$27.9 Million
0.33% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
500,246
shares
|
$27.7 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
497,495
shares
|
$27.5 Million
2.49% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
487,911
shares
|
$27 Million
4.35% of portfolio
|
Q4 2024
Added 4.13%
|