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 $9.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
282,437
shares
|
$15.6 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
278,575
shares
|
$15.4 Million
4.87% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
275,153
shares
|
$15.2 Million
1.19% of portfolio
|
Q1 2025
Added 29.71%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
274,793
shares
|
$15.2 Million
1.83% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
273,995
shares
|
$15.2 Million
6.26% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
261,177
shares
|
$14.5 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
255,011
shares
|
$14.1 Million
7.45% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
254,976
shares
|
$14.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
249,602
shares
|
$13.8 Million
6.97% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Clg LLC
Long Beach, CA |
Apr 11, 2025 Q4 2024 |
249,456
shares
|
$13.8 Million
5.27% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
237,697
shares
|
$13.2 Million
0.05% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
237,341
shares
|
$13.1 Million
0.84% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
235,786
shares
|
$13.1 Million
0.47% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Apr 10, 2025 Q1 2025 |
227,326
shares
|
$12.6 Million
2.6% of portfolio
|
Q1 2025
Added 17.59%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
224,013
shares
|
$12.4 Million
0.63% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
222,855
shares
|
$12.3 Million
1.92% of portfolio
|
Q4 2024
Reduced 17.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
217,899
shares
|
$12.1 Million
1.29% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
217,793
shares
|
$12.1 Million
4.78% of portfolio
|
Q3 2024
Added 28.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
216,805
shares
|
$12 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
213,876
shares
|
$11.8 Million
3.72% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
212,404
shares
|
$11.8 Million
1.75% of portfolio
|
Q1 2025
Added 96.78%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
204,854
shares
|
$11.3 Million
1.64% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Feb 18, 2025 Q4 2024 |
202,555
shares
|
$11.2 Million
10.84% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
202,120
shares
|
$11.2 Million
1.73% of portfolio
|
Q4 2024
Added 259.3%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
200,831
shares
|
$11.1 Million
0.75% of portfolio
|
Q4 2024
Added 7.12%
|