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 608 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 $9.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,903
shares
|
$314,380
0.05% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
4,889
shares
|
$313,482
0.01% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,845
shares
|
$310,661
0.08% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,829
shares
|
$309,635
0.16% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
4,767
shares
|
$305,660
0.0% of portfolio
|
Q3 2024
Reduced 91.42%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
4,750
shares
|
$304,570
0.08% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
4,693
shares
|
$300,915
0.04% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
4,686
shares
|
$300,466
0.05% of portfolio
|
Q3 2024
Reduced 83.95%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
4,683
shares
|
$300,273
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
4,683
shares
|
$300,273
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
4,635
shares
|
$297,196
0.18% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
4,630
shares
|
$296,875
0.02% of portfolio
|
Q3 2024
Reduced 12.67%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
4,600
shares
|
$294,952
0.0% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,575
shares
|
$293,349
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
4,544
shares
|
$291,361
0.12% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
4,476
shares
|
$287,001
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,459
shares
|
$285,911
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
4,405
shares
|
$282,448
0.08% of portfolio
|
Q3 2024
Reduced 37.76%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
4,388
shares
|
$281,358
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
4,380
shares
|
$280,845
0.12% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
4,319
shares
|
$276,934
0.16% of portfolio
|
Q3 2024
Reduced 18.34%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
4,297
shares
|
$275,523
0.05% of portfolio
|
Q3 2024
Added 100.7%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
4,183
shares
|
$268,213
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,178
shares
|
$267,893
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
4,163
shares
|
$266,931
0.13% of portfolio
|
Q3 2024
Reduced 0.31%
|