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 606 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 $9.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
3,418
shares
|
$215,607
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
3,397
shares
|
$214,282
0.07% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
3,000
shares
|
$189,240
0.08% of portfolio
|
Q4 2023
Reduced 5.9%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,800
shares
|
$176,624
0.01% of portfolio
|
Q3 2022
Added 12.77%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
2,778
shares
|
$175,236
0.0% of portfolio
|
Q3 2024
Added 35.84%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
2,521
shares
|
$159,024
0.12% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,498
shares
|
$157,573
0.01% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
2,494
shares
|
$157,321
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
2,191
shares
|
$138,208
0.03% of portfolio
|
Q3 2024
Added 34.83%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,116
shares
|
$133,477
0.03% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
2,108
shares
|
$132,972
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
2,062
shares
|
$130,070
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,958
shares
|
$123,510
0.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
1,945
shares
|
$122,690
0.08% of portfolio
|
Q4 2023
Reduced 9.2%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
1,927
shares
|
$121,555
0.09% of portfolio
|
Q3 2024
Added 273.45%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,836
shares
|
$115,814
0.09% of portfolio
|
Q3 2024
Reduced 89.69%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,767
shares
|
$111,462
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,759
shares
|
$110,957
0.0% of portfolio
|
Q3 2024
Reduced 57.41%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,719
shares
|
$108,434
0.05% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,704
shares
|
$107,488
0.0% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,635
shares
|
$103,135
0.01% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,600
shares
|
$100,928
0.02% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,210
shares
|
$76,326
0.03% of portfolio
|
Q3 2024
Added 476.19%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,210
shares
|
$76,326
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,120
shares
|
$70,649
0.02% of portfolio
|
Q1 2024
Reduced 7.28%
|