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 |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
4,616
shares
|
$252,264
0.04% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
4,611
shares
|
$251,991
0.18% of portfolio
|
Q4 2024
Added 31.14%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
4,600
shares
|
$251,390
0.0% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
4,495
shares
|
$245,651
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
4,435
shares
|
$242,372
0.17% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
4,419
shares
|
$241,498
0.08% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,410
shares
|
$241,006
0.02% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
4,323
shares
|
$236,251
0.19% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
4,319
shares
|
$236,033
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
4,299
shares
|
$234,940
0.05% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 11, 2025 Q1 2025 |
4,226
shares
|
$230,950
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
4,221
shares
|
$230,677
0.11% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
4,128
shares
|
$225,595
0.12% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
4,063
shares
|
$222,042
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
4,063
shares
|
$222,042
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,057
shares
|
$221,715
0.14% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,051
shares
|
$221,387
0.03% of portfolio
|
Q4 2024
Reduced 15.69%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
4,037
shares
|
$220,622
0.04% of portfolio
|
Q2 2024
Added 72.74%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
4,017
shares
|
$219,529
0.04% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
4,013
shares
|
$219,310
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
4,007
shares
|
$218,982
0.03% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
3,987
shares
|
$217,889
0.1% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
3,947
shares
|
$215,703
0.06% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,926
shares
|
$214,555
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
3,896
shares
|
$212,916
0.96% of portfolio
|
Q4 2024
Added 9.87%
|