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 583 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $8.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
151,628
shares
|
$8.93 Million
4.6% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
149,226
shares
|
$8.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
148,423
shares
|
$8.74 Million
4.11% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
143,622
shares
|
$8.46 Million
2.79% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Invst, LLC
Indianapolis, IN |
Aug 16, 2024 Q2 2024 |
142,656
shares
|
$8.4 Million
0.84% of portfolio
|
Q2 2024
Reduced 17.85%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
141,337
shares
|
$8.32 Million
1.25% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
139,643
shares
|
$8.22 Million
3.91% of portfolio
|
Q3 2024
New holding
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
139,402
shares
|
$8.21 Million
4.92% of portfolio
|
Q3 2024
Added 22.79%
|
|
|
Tru Independence LLC
|
Aug 06, 2024 Q2 2024 |
136,579
shares
|
$8.04 Million
2.3% of portfolio
|
Q2 2024
Added 4.45%
|
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
136,533
shares
|
$8.04 Million
0.73% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
135,196
shares
|
$7.96 Million
6.25% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
135,142
shares
|
$7.96 Million
3.29% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
134,080
shares
|
$7.89 Million
1.88% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
134,005
shares
|
$7.89 Million
0.49% of portfolio
|
Q2 2024
Added 46.57%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
133,093
shares
|
$7.84 Million
5.65% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
130,849
shares
|
$7.7 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
130,792
shares
|
$7.7 Million
0.68% of portfolio
|
Q3 2024
Added 402.23%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
128,749
shares
|
$7.58 Million
3.93% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
128,336
shares
|
$7.56 Million
1.18% of portfolio
|
Q3 2024
Added 22.45%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
122,068
shares
|
$7.19 Million
3.61% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
119,716
shares
|
$7.05 Million
1.58% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
119,189
shares
|
$7.02 Million
0.22% of portfolio
|
Q3 2024
Added 21.75%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
118,537
shares
|
$6.98 Million
4.34% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
117,821
shares
|
$6.94 Million
5.58% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
116,908
shares
|
$6.88 Million
0.51% of portfolio
|
Q4 2022
Reduced 28.24%
|