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 696 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 $9.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
351
shares
|
$19,182
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
325
shares
|
$17,761
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
313
shares
|
$17,105
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
300
shares
|
$16,395
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
300
shares
|
$16,395
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
257
shares
|
$14,045
0.0% of portfolio
|
Q2 2024
Reduced 34.61%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
240
shares
|
$13,116
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
233
shares
|
$12,733
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
227
shares
|
$12,405
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
224
shares
|
$12,241
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
222
shares
|
$12,132
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
208
shares
|
$11,367
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
208
shares
|
$11,367
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
199
shares
|
$10,875
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
193
shares
|
$10,547
0.0% of portfolio
|
Q2 2022
Reduced 48.94%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
192
shares
|
$10,492
0.01% of portfolio
|
Q1 2024
Added 209.9%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
185
shares
|
$10,110
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
170
shares
|
$9,290
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
157
shares
|
$8,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
152
shares
|
$8,306
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
125
shares
|
$6,831
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
122
shares
|
$6,667
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
110
shares
|
$6,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
109
shares
|
$5,956
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
107
shares
|
$5,847
0.0% of portfolio
|
Q1 2024
New holding
|