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 |
---|---|---|---|---|---|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Jul 29, 2024 Q2 2024 |
3,974
shares
|
$230,611
0.03% of portfolio
|
Q2 2024
Reduced 7.95%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 18, 2024 Q2 2024 |
3,940
shares
|
$228,638
0.02% of portfolio
|
Q2 2024
New holding
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,926
shares
|
$227,825
0.02% of portfolio
|
Q4 2023
New holding
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
3,921
shares
|
$227,535
0.03% of portfolio
|
Q2 2024
Added 91.18%
|
|
Mbe Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
3,894
shares
|
$225,968
0.13% of portfolio
|
Q2 2024
New holding
|
|
Gds Wealth Management
|
Aug 09, 2024 Q2 2024 |
3,878
shares
|
$225,040
0.02% of portfolio
|
Q2 2024
Reduced 8.99%
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jul 17, 2024 Q2 2024 |
3,807
shares
|
$220,920
0.08% of portfolio
|
Q1 2024
Reduced 17.0%
|
|
Sky Oak Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
3,803
shares
|
$220,688
0.05% of portfolio
|
Q2 2024
Added 0.53%
|
|
First Citizens Bank & Trust CO
|
Jul 19, 2024 Q2 2024 |
3,720
shares
|
$215,871
0.0% of portfolio
|
Q2 2024
Reduced 27.06%
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Aug 12, 2024 Q2 2024 |
3,700
shares
|
$214,711
0.12% of portfolio
|
Q2 2024
New holding
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
3,691
shares
|
$214,188
0.0% of portfolio
|
Q2 2024
New holding
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
3,665
shares
|
$212,679
0.01% of portfolio
|
Q4 2022
Reduced 10.15%
|
|
Sensible Money, LLC
Scottsdale, AZ |
Sep 18, 2024 Q2 2024 |
3,665
shares
|
$212,679
0.1% of portfolio
|
Q1 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
3,145
shares
|
$182,504
0.01% of portfolio
|
Q2 2024
Added 25.9%
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 30, 2024 Q2 2024 |
3,000
shares
|
$174,090
0.08% of portfolio
|
Q4 2023
Reduced 5.9%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
2,800
shares
|
$162,484
0.01% of portfolio
|
Q3 2022
Added 12.77%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
2,516
shares
|
$146,003
0.11% of portfolio
|
Q2 2024
Added 0.32%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
2,494
shares
|
$144,726
0.02% of portfolio
|
Q1 2021
New holding
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Jul 29, 2024 Q2 2024 |
2,169
shares
|
$125,867
0.07% of portfolio
|
Q1 2024
Reduced 48.27%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
2,141
shares
|
$124,242
0.05% of portfolio
|
Q2 2024
Added 0.42%
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2024 Q2 2024 |
2,108
shares
|
$122,327
0.04% of portfolio
|
Q1 2024
New holding
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jul 31, 2024 Q2 2024 |
2,062
shares
|
$119,657
0.04% of portfolio
|
Q2 2022
New holding
|
|
Russell Investments Group, Ltd.
|
Aug 08, 2024 Q2 2024 |
2,045
shares
|
$118,671
0.0% of portfolio
|
Q2 2024
Added 238.58%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
2,041
shares
|
$118,439
0.02% of portfolio
|
Q4 2023
Added 2.05%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
1,967
shares
|
$114,145
0.0% of portfolio
|
Q2 2024
Reduced 60.34%
|