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 |
|---|---|---|---|---|---|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
5,367
shares
|
$293,306
0.14% of portfolio
|
Q4 2024
Reduced 16.65%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
5,356
shares
|
$292,705
0.09% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
5,278
shares
|
$288,442
0.01% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
5,258
shares
|
$287,349
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
5,236
shares
|
$286,147
0.24% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
5,212
shares
|
$284,835
0.07% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
5,210
shares
|
$284,726
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
5,134
shares
|
$280,573
0.15% of portfolio
|
Q4 2024
Added 3849.23%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,121
shares
|
$279,862
0.12% of portfolio
|
Q4 2024
Added 49.82%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
5,098
shares
|
$278,605
0.05% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5,097
shares
|
$278,551
0.0% of portfolio
|
Q4 2024
Added 22.0%
|
|
|
Advisor Resource Council
|
Feb 25, 2025 Q4 2024 |
5,070
shares
|
$277,075
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
5,042
shares
|
$275,545
0.25% of portfolio
|
Q1 2024
Reduced 12.59%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,022
shares
|
$274,452
0.08% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
5,020
shares
|
$274,343
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
4,999
shares
|
$273,195
0.0% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
4,970
shares
|
$271,610
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,903
shares
|
$267,948
0.05% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
4,866
shares
|
$265,926
0.17% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,845
shares
|
$264,779
0.08% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
4,828
shares
|
$263,850
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,787
shares
|
$261,609
0.15% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
4,693
shares
|
$256,472
0.04% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
4,685
shares
|
$256,035
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,622
shares
|
$252,592
0.0% of portfolio
|
Q4 2024
Reduced 13.22%
|