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 |
|---|---|---|---|---|---|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
200,186
shares
|
$11.1 Million
3.65% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
199,258
shares
|
$11 Million
0.32% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
199,004
shares
|
$11 Million
0.03% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
196,136
shares
|
$10.9 Million
8.97% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
195,146
shares
|
$10.8 Million
3.35% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
194,083
shares
|
$10.7 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
192,074
shares
|
$10.6 Million
2.59% of portfolio
|
Q4 2024
Reduced 20.88%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
191,548
shares
|
$10.6 Million
6.81% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
187,006
shares
|
$10.4 Million
0.16% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
181,090
shares
|
$10 Million
7.8% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
174,595
shares
|
$9.67 Million
0.3% of portfolio
|
Q4 2024
Added 46.49%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
173,836
shares
|
$9.62 Million
3.27% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
172,847
shares
|
$9.57 Million
0.85% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
169,913
shares
|
$9.41 Million
0.5% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
169,302
shares
|
$9.37 Million
5.94% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
167,549
shares
|
$9.28 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
165,445
shares
|
$9.16 Million
6.52% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
163,140
shares
|
$9.03 Million
0.27% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Apr 11, 2025 Q4 2024 |
162,713
shares
|
$9.01 Million
1.11% of portfolio
|
Q4 2024
Added 75.9%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
158,292
shares
|
$8.76 Million
2.95% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
156,016
shares
|
$8.64 Million
0.56% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jan 23, 2025 Q4 2024 |
154,505
shares
|
$8.55 Million
4.74% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
153,148
shares
|
$8.48 Million
4.12% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
152,278
shares
|
$8.43 Million
5.05% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
149,934
shares
|
$8.3 Million
1.33% of portfolio
|
Q4 2024
Added 333.84%
|