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 564 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $7.89 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
400,443
shares
|
$22.9 Million
12.01% of portfolio
|
Q2 2024
Added 3.01%
|
|
Sweet Financial Partners, LLC
|
Jul 18, 2024 Q2 2024 |
393,936
shares
|
$22.5 Million
5.09% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
393,216
shares
|
$22.5 Million
0.35% of portfolio
|
Q2 2024
Added 2.28%
|
|
Fifth Third Securities, Inc.
|
Jul 15, 2024 Q2 2024 |
384,594
shares
|
$22 Million
1.98% of portfolio
|
Q2 2024
Reduced 59.67%
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
372,384
shares
|
$21.3 Million
7.37% of portfolio
|
Q2 2024
Added 0.09%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
362,414
shares
|
$20.7 Million
1.49% of portfolio
|
Q2 2024
Added 0.88%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
356,723
shares
|
$20.4 Million
0.34% of portfolio
|
Q2 2024
Added 3.61%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
352,350
shares
|
$20.2 Million
0.06% of portfolio
|
Q2 2024
Added 0.1%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
346,927
shares
|
$19.9 Million
0.04% of portfolio
|
Q2 2024
Added 5.32%
|
|
Crumly & Associates Inc.
|
Aug 02, 2024 Q2 2024 |
339,613
shares
|
$19.4 Million
5.86% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
324,521
shares
|
$18.6 Million
2.55% of portfolio
|
Q2 2024
Added 6.5%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
316,833
shares
|
$18.1 Million
0.02% of portfolio
|
Q2 2024
Added 1.21%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
309,426
shares
|
$17.7 Million
1.95% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
302,692
shares
|
$17.3 Million
9.11% of portfolio
|
Q2 2024
Added 75.22%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
291,954
shares
|
$16.7 Million
1.39% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
Park National Corp
|
Jul 15, 2024 Q2 2024 |
285,652
shares
|
$16.4 Million
0.58% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
279,500
shares
|
$16 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.36%
|
|
Good Life Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
272,956
shares
|
$15.6 Million
1.25% of portfolio
|
Q2 2024
Reduced 10.28%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
260,177
shares
|
$14.9 Million
0.0% of portfolio
|
Q2 2024
Added 420.35%
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 19, 2024 Q2 2024 |
260,084
shares
|
$14.9 Million
7.75% of portfolio
|
Q2 2024
Added 3.23%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
249,054
shares
|
$14.3 Million
1.4% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
Next Level Private LLC
Harrison, NY |
Aug 01, 2024 Q2 2024 |
234,422
shares
|
$13.4 Million
6.13% of portfolio
|
Q2 2024
Added 237.64%
|
|
Traction Financial Partners, LLC
Littleton, CO |
Aug 16, 2024 Q2 2024 |
230,311
shares
|
$13.2 Million
9.51% of portfolio
|
Q2 2024
Added 6.57%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
229,311
shares
|
$13.1 Million
0.33% of portfolio
|
Q2 2024
Added 5.67%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
227,536
shares
|
$13 Million
0.05% of portfolio
|
Q2 2024
Added 4.18%
|