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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
93,535
shares
|
$6.01 Million
2.05% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
92,501
shares
|
$5.95 Million
0.67% of portfolio
|
Q3 2024
Added 317.05%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
92,482
shares
|
$5.95 Million
0.2% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
92,077
shares
|
$5.92 Million
0.18% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
91,201
shares
|
$5.86 Million
0.39% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
91,199
shares
|
$5.86 Million
0.52% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
89,741
shares
|
$5.77 Million
2.62% of portfolio
|
Q1 2023
Reduced 2.79%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
88,702
shares
|
$5.7 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
88,597
shares
|
$5.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
87,628
shares
|
$5.63 Million
0.1% of portfolio
|
Q3 2024
Added 131.67%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
86,462
shares
|
$5.56 Million
2.38% of portfolio
|
Q4 2022
Reduced 7.04%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
85,664
shares
|
$5.51 Million
2.57% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
84,383
shares
|
$5.42 Million
0.16% of portfolio
|
Q3 2024
Reduced 36.66%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
84,143
shares
|
$5.41 Million
0.17% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
80,451
shares
|
$5.17 Million
2.35% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
80,338
shares
|
$5.16 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
80,020
shares
|
$5.14 Million
0.12% of portfolio
|
Q3 2024
Added 22.43%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
79,659
shares
|
$5.12 Million
2.02% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
79,498
shares
|
$5.11 Million
0.46% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
79,331
shares
|
$5.1 Million
2.46% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
76,595
shares
|
$4.92 Million
0.26% of portfolio
|
Q3 2024
Added 33.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
75,996
shares
|
$4.89 Million
0.1% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
74,381
shares
|
$4.78 Million
2.39% of portfolio
|
Q3 2024
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
73,392
shares
|
$4.72 Million
5.59% of portfolio
|
Q3 2024
Reduced 21.79%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
73,079
shares
|
$4.7 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.78%
|