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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
116,234
shares
|
$6.84 Million
0.31% of portfolio
|
Q3 2024
Reduced 24.46%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
114,762
shares
|
$6.76 Million
1.61% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
110,890
shares
|
$6.53 Million
2.85% of portfolio
|
Q3 2024
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
110,531
shares
|
$6.51 Million
5.03% of portfolio
|
Q2 2024
Reduced 10.87%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
110,026
shares
|
$6.48 Million
0.1% of portfolio
|
Q2 2024
Added 2.31%
|
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
105,907
shares
|
$6.23 Million
0.65% of portfolio
|
Q2 2024
Added 28.06%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
105,234
shares
|
$6.2 Million
0.26% of portfolio
|
Q2 2024
Added 9.16%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
102,639
shares
|
$6.04 Million
0.98% of portfolio
|
Q3 2024
Added 138.4%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
101,709
shares
|
$5.99 Million
5.57% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
101,309
shares
|
$5.96 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.19%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Aug 02, 2024 Q2 2024 |
97,293
shares
|
$5.73 Million
1.21% of portfolio
|
Q2 2024
Reduced 43.52%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
96,911
shares
|
$5.71 Million
0.35% of portfolio
|
Q3 2024
Added 35.9%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
96,409
shares
|
$5.68 Million
2.32% of portfolio
|
Q1 2024
Added 4.02%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
96,220
shares
|
$5.66 Million
0.83% of portfolio
|
Q3 2024
Added 21.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
95,550
shares
|
$5.63 Million
0.07% of portfolio
|
Q2 2024
Reduced 4.16%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
94,800
shares
|
$5.58 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
94,719
shares
|
$5.58 Million
0.56% of portfolio
|
Q3 2024
Added 202.16%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
94,346
shares
|
$5.55 Million
0.21% of portfolio
|
Q2 2024
Added 7.67%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
93,535
shares
|
$5.51 Million
2.05% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
92,501
shares
|
$5.45 Million
0.67% of portfolio
|
Q3 2024
Added 317.05%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
92,077
shares
|
$5.42 Million
0.18% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
91,201
shares
|
$5.37 Million
0.39% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
91,199
shares
|
$5.37 Million
0.52% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
90,760
shares
|
$5.34 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
89,741
shares
|
$5.28 Million
2.62% of portfolio
|
Q1 2023
Reduced 2.79%
|