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 |
|---|---|---|---|---|---|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
3,881
shares
|
$212,096
0.1% of portfolio
|
Q4 2024
Reduced 22.78%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
3,858
shares
|
$210,839
0.05% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
3,854
shares
|
$210,621
0.03% of portfolio
|
Q4 2024
Added 54.53%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
3,810
shares
|
$208,216
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,809
shares
|
$208,161
0.02% of portfolio
|
Q4 2024
Reduced 17.73%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
3,799
shares
|
$207,615
0.0% of portfolio
|
Q4 2024
Added 36.75%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
3,709
shares
|
$202,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
3,700
shares
|
$202,205
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
3,665
shares
|
$200,292
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
3,665
shares
|
$200,292
0.02% of portfolio
|
Q4 2022
Reduced 10.15%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
3,625
shares
|
$198,106
0.04% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Dash Acquisitions Inc.
|
Feb 03, 2025 Q4 2024 |
3,557
shares
|
$194,390
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
3,550
shares
|
$194,007
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,528
shares
|
$192,805
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
3,496
shares
|
$191,056
0.04% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,455
shares
|
$188,815
0.02% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,422
shares
|
$187,012
0.01% of portfolio
|
Q4 2024
Reduced 84.28%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
3,420
shares
|
$186,903
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
3,382
shares
|
$184,826
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,333
shares
|
$182,148
0.15% of portfolio
|
Q4 2024
Reduced 29.83%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,185
shares
|
$174,060
0.01% of portfolio
|
Q4 2024
Reduced 48.84%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
3,018
shares
|
$164,933
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
2,971
shares
|
$162,365
0.01% of portfolio
|
Q4 2024
Reduced 51.7%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,941
shares
|
$160,725
0.06% of portfolio
|
Q4 2024
Added 34.23%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
2,800
shares
|
$153,020
0.01% of portfolio
|
Q3 2022
Added 12.77%
|