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 |
|---|---|---|---|---|---|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
4,126
shares
|
$264,559
0.12% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
4,100
shares
|
$262,892
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
4,037
shares
|
$258,852
0.04% of portfolio
|
Q2 2024
Added 72.74%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
4,019
shares
|
$257,698
0.11% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
3,987
shares
|
$255,646
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 24, 2024 Q3 2024 |
3,936
shares
|
$252,376
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,926
shares
|
$251,735
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
3,921
shares
|
$251,414
0.02% of portfolio
|
Q2 2024
Added 91.18%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
3,894
shares
|
$249,683
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,881
shares
|
$248,849
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
3,877
shares
|
$248,593
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
3,874
shares
|
$248,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
3,832
shares
|
$245,707
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
3,789
shares
|
$242,950
0.1% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
3,733
shares
|
$239,359
0.05% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
3,721
shares
|
$238,590
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,720
shares
|
$238,526
0.06% of portfolio
|
Q3 2024
Reduced 44.78%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,713
shares
|
$238,077
0.0% of portfolio
|
Q3 2024
Reduced 21.77%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
3,700
shares
|
$237,244
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
3,690
shares
|
$236,602
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
3,665
shares
|
$234,999
0.01% of portfolio
|
Q4 2022
Reduced 10.15%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
3,665
shares
|
$234,999
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
3,661
shares
|
$234,743
0.0% of portfolio
|
Q3 2024
Reduced 75.92%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
3,550
shares
|
$227,626
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,546
shares
|
$227,369
0.17% of portfolio
|
Q3 2024
New holding
|