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 |
---|---|---|---|---|---|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
1,800
shares
|
$104,454
0.02% of portfolio
|
Q1 2024
Added 12.5%
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
1,749
shares
|
$101,494
0.05% of portfolio
|
Q2 2024
Added 0.52%
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
1,704
shares
|
$98,883
0.0% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
Pinnacle Bancorp, Inc.
|
Jul 15, 2024 Q2 2024 |
1,625
shares
|
$94,298
0.03% of portfolio
|
Q1 2024
Added 109.68%
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
1,453
shares
|
$84,317
0.01% of portfolio
|
Q2 2024
Added 92.45%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
1,439
shares
|
$83,505
0.0% of portfolio
|
Q2 2024
Added 208.8%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
1,210
shares
|
$70,216
0.0% of portfolio
|
Q1 2024
New holding
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
1,120
shares
|
$64,993
0.02% of portfolio
|
Q1 2024
Reduced 7.28%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
1,024
shares
|
$59,422
0.0% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
969
shares
|
$56,231
0.01% of portfolio
|
Q2 2023
Added 13.47%
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 14, 2024 Q2 2024 |
902
shares
|
$52,343
0.08% of portfolio
|
Q2 2024
Added 24.59%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
837
shares
|
$48,571
0.0% of portfolio
|
Q1 2024
Reduced 23.21%
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
815
shares
|
$47,294
0.01% of portfolio
|
Q4 2022
Reduced 42.48%
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
765
shares
|
$44,392
0.0% of portfolio
|
Q1 2024
Added 19.53%
|
|
Toth Financial Advisory Corp
|
Jul 16, 2024 Q2 2024 |
750
shares
|
$43,522
0.01% of portfolio
|
Q2 2024
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
740
shares
|
$42,942
0.02% of portfolio
|
Q2 2024
Added 54.17%
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
650
shares
|
$37,719
0.0% of portfolio
|
Q1 2024
Reduced 62.86%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
616
shares
|
$35,746
0.03% of portfolio
|
Q4 2023
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
612
shares
|
$35,514
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
600
shares
|
$34,818
0.01% of portfolio
|
Q3 2023
Reduced 43.4%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
566
shares
|
$32,844
0.0% of portfolio
|
Q2 2024
New holding
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 30, 2024 Q2 2024 |
558
shares
|
$32,380
0.01% of portfolio
|
Q2 2024
New holding
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
542
shares
|
$31,452
0.01% of portfolio
|
Q2 2024
Added 0.56%
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
531
shares
|
$30,813
0.0% of portfolio
|
Q2 2024
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
516
shares
|
$29,943
0.02% of portfolio
|
Q2 2024
New holding
|