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 608 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $9.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
256,337
shares
|
$16.5 Million
7.53% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
247,577
shares
|
$15.9 Million
0.43% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
247,080
shares
|
$15.9 Million
6.31% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
242,768
shares
|
$15.6 Million
2.51% of portfolio
|
Q3 2024
Added 24.81%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
229,330
shares
|
$14.7 Million
0.82% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
227,479
shares
|
$14.6 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
223,246
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.19%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
222,542
shares
|
$14.3 Million
0.01% of portfolio
|
Q3 2024
Added 175.63%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
218,172
shares
|
$14 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
217,793
shares
|
$14 Million
4.78% of portfolio
|
Q3 2024
Added 28.54%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
209,292
shares
|
$13.5 Million
6.96% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
206,318
shares
|
$13.3 Million
3.75% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
206,165
shares
|
$13.3 Million
0.61% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
204,727
shares
|
$13.2 Million
1.35% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
204,634
shares
|
$13.2 Million
9.51% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
201,210
shares
|
$12.9 Million
1.74% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
197,922
shares
|
$12.7 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
197,317
shares
|
$12.7 Million
0.03% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
196,448
shares
|
$12.6 Million
3.64% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
194,520
shares
|
$12.5 Million
0.34% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
187,487
shares
|
$12.1 Million
0.72% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
184,136
shares
|
$11.8 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
175,935
shares
|
$11.3 Million
6.23% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
175,449
shares
|
$11.3 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
173,706
shares
|
$11.2 Million
3.33% of portfolio
|
Q3 2024
Reduced 1.69%
|