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 583 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $8.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
860,535
shares
|
$50.7 Million
0.07% of portfolio
|
Q2 2024
Added 4.77%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
752,466
shares
|
$44.3 Million
0.06% of portfolio
|
Q2 2024
Added 12.74%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
714,703
shares
|
$42.1 Million
0.08% of portfolio
|
Q2 2024
Added 3.61%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
698,556
shares
|
$41.1 Million
0.78% of portfolio
|
Q2 2024
Added 2.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
656,385
shares
|
$38.6 Million
0.27% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
644,886
shares
|
$38 Million
0.32% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
632,945
shares
|
$37.3 Million
3.68% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
618,896
shares
|
$36.4 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
592,664
shares
|
$34.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
581,187
shares
|
$34.2 Million
0.34% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
577,864
shares
|
$34 Million
0.08% of portfolio
|
Q3 2023
Reduced 9.53%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
567,723
shares
|
$33.4 Million
0.23% of portfolio
|
Q2 2024
Added 19.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
542,645
shares
|
$31.9 Million
1.05% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
537,481
shares
|
$31.6 Million
0.89% of portfolio
|
Q2 2020
Added 6.1%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
525,929
shares
|
$31 Million
6.12% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
517,665
shares
|
$30.5 Million
16.81% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
505,227
shares
|
$29.7 Million
2.65% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
480,651
shares
|
$28.3 Million
0.12% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
478,641
shares
|
$28.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 41.32%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
474,622
shares
|
$27.9 Million
6.55% of portfolio
|
Q2 2023
Reduced 3.1%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
470,966
shares
|
$27.7 Million
0.49% of portfolio
|
Q2 2024
Added 12.51%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Aug 15, 2024 Q2 2024 |
469,610
shares
|
$27.6 Million
12.31% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
468,542
shares
|
$27.6 Million
4.2% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
464,850
shares
|
$27.4 Million
3.37% of portfolio
|
Q2 2024
Added 11.65%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
430,689
shares
|
$25.4 Million
0.72% of portfolio
|
Q3 2022
Added 24.71%
|