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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
940
shares
|
$51,371
0.0% of portfolio
|
Q1 2025
Added 652.0%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
925
shares
|
$50,551
0.0% of portfolio
|
Q1 2025
Added 20.92%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
909
shares
|
$49,676
0.08% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
901
shares
|
$49,239
0.0% of portfolio
|
Q4 2024
Added 168.96%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
837
shares
|
$45,742
0.0% of portfolio
|
Q1 2024
Reduced 23.21%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
815
shares
|
$44,539
0.01% of portfolio
|
Q4 2022
Reduced 42.48%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
746
shares
|
$40,768
0.01% of portfolio
|
Q4 2024
Reduced 54.37%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
676
shares
|
$36,943
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
647
shares
|
$35,358
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
634
shares
|
$34,648
0.01% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
630
shares
|
$34,429
0.0% of portfolio
|
Q4 2024
Reduced 64.35%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
615
shares
|
$33,609
0.01% of portfolio
|
Q4 2024
Added 105.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
612
shares
|
$33,445
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
600
shares
|
$32,790
0.01% of portfolio
|
Q3 2023
Reduced 43.4%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
558
shares
|
$30,494
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
546
shares
|
$29,838
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
512
shares
|
$27,980
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
482
shares
|
$26,341
0.01% of portfolio
|
Q4 2024
Added 47.4%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
475
shares
|
$25,958
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
466
shares
|
$25,466
0.0% of portfolio
|
Q3 2024
Reduced 67.62%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
461
shares
|
$25,193
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
443
shares
|
$24,209
0.0% of portfolio
|
Q4 2024
Added 195.33%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
425
shares
|
$23,226
0.0% of portfolio
|
Q1 2024
Reduced 93.78%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
420
shares
|
$22,953
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
400
shares
|
$21,860
0.01% of portfolio
|
Q2 2024
New holding
|