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 $9.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
8,570
shares
|
$468,350
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
8,535
shares
|
$466,437
0.06% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
8,335
shares
|
$455,507
0.23% of portfolio
|
Q4 2024
Added 83.43%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
8,303
shares
|
$453,758
0.03% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
8,274
shares
|
$452,174
0.25% of portfolio
|
Q1 2023
Reduced 9.18%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
8,167
shares
|
$446,326
0.01% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,043
shares
|
$439,549
0.03% of portfolio
|
Q4 2024
Added 39.64%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
7,830
shares
|
$427,909
0.31% of portfolio
|
Q4 2024
Reduced 14.44%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
7,804
shares
|
$426,488
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
7,759
shares
|
$424,029
0.03% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,600
shares
|
$415,340
0.17% of portfolio
|
Q1 2023
Reduced 3.8%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
7,587
shares
|
$414,629
0.02% of portfolio
|
Q4 2024
Added 65.84%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
7,513
shares
|
$410,585
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
7,428
shares
|
$405,940
0.0% of portfolio
|
Q4 2024
Added 55.82%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
7,306
shares
|
$399,272
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
7,278
shares
|
$397,742
0.12% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,046
shares
|
$385,063
0.07% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
7,043
shares
|
$384,899
0.12% of portfolio
|
Q1 2025
Added 30.74%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,996
shares
|
$382,331
0.08% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,917
shares
|
$378,014
0.06% of portfolio
|
Q3 2022
Reduced 28.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
6,890
shares
|
$376,538
0.01% of portfolio
|
Q1 2025
Added 44.93%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
6,846
shares
|
$374,133
0.0% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
6,776
shares
|
$370,308
0.18% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
6,757
shares
|
$369,270
0.11% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
6,721
shares
|
$367,302
0.2% of portfolio
|
Q4 2024
Reduced 0.01%
|