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 642 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $9.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
107
shares
|
$6,643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
107
shares
|
$6,643
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
100
shares
|
$6,209
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
100
shares
|
$6,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
97
shares
|
$6,022
0.0% of portfolio
|
Q3 2024
Reduced 67.67%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
94
shares
|
$5,836
0.0% of portfolio
|
Q4 2023
Reduced 86.46%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
93
shares
|
$5,774
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
71
shares
|
$4,408
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
68
shares
|
$4,222
0.37% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
66
shares
|
$4,097
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
63
shares
|
$3,911
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
60
shares
|
$3,725
0.0% of portfolio
|
Q4 2024
Reduced 99.96%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
57
shares
|
$3,539
0.0% of portfolio
|
Q1 2024
Reduced 75.22%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
40
shares
|
$2,483
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
11
shares
|
$682
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|