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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,024
shares
|
$64,593
0.0% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
969
shares
|
$61,124
0.01% of portfolio
|
Q2 2023
Added 13.47%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
905
shares
|
$57,087
0.08% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
837
shares
|
$52,797
0.0% of portfolio
|
Q1 2024
Reduced 23.21%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
815
shares
|
$51,410
0.01% of portfolio
|
Q4 2022
Reduced 42.48%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
765
shares
|
$48,256
0.0% of portfolio
|
Q1 2024
Added 19.53%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
750
shares
|
$47,310
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
746
shares
|
$47,057
0.02% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
731
shares
|
$46,111
0.01% of portfolio
|
Q3 2024
Added 631.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
650
shares
|
$41,002
0.0% of portfolio
|
Q1 2024
Reduced 62.86%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
612
shares
|
$38,604
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
600
shares
|
$37,848
0.0% of portfolio
|
Q3 2023
Reduced 43.4%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
558
shares
|
$35,198
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
543
shares
|
$34,252
0.01% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
512
shares
|
$32,296
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
500
shares
|
$31,540
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
475
shares
|
$29,963
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
466
shares
|
$29,395
0.0% of portfolio
|
Q3 2024
Reduced 67.62%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
425
shares
|
$26,809
0.0% of portfolio
|
Q1 2024
Reduced 93.78%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
414
shares
|
$26,115
0.0% of portfolio
|
Q3 2024
Reduced 22.03%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
400
shares
|
$25,232
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
335
shares
|
$21,131
0.0% of portfolio
|
Q3 2024
Added 26.89%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
327
shares
|
$20,627
0.01% of portfolio
|
Q3 2024
Reduced 27.49%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
315
shares
|
$19,870
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
311
shares
|
$19,617
0.0% of portfolio
|
Q3 2024
Added 0.65%
|