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 606 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 $9.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
72,496
shares
|
$4.57 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
72,164
shares
|
$4.55 Million
1.18% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
71,827
shares
|
$4.53 Million
0.12% of portfolio
|
Q3 2024
Added 61.61%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
71,359
shares
|
$4.5 Million
0.24% of portfolio
|
Q4 2023
Reduced 8.15%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
70,439
shares
|
$4.44 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
69,970
shares
|
$4.41 Million
0.07% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
69,797
shares
|
$4.4 Million
0.18% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
68,655
shares
|
$4.33 Million
4.07% of portfolio
|
Q3 2022
Reduced 7.85%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
68,390
shares
|
$4.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
66,705
shares
|
$4.21 Million
0.11% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
66,560
shares
|
$4.2 Million
0.57% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
65,986
shares
|
$4.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
65,928
shares
|
$4.16 Million
1.31% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
63,788
shares
|
$4.02 Million
2.7% of portfolio
|
Q3 2024
Added 24.52%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
63,543
shares
|
$4.01 Million
0.67% of portfolio
|
Q1 2024
Added 38.37%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
62,771
shares
|
$3.96 Million
0.53% of portfolio
|
Q3 2024
Added 1172.99%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
62,554
shares
|
$3.95 Million
2.06% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
61,502
shares
|
$3.88 Million
0.18% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
61,401
shares
|
$3.87 Million
0.85% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
61,277
shares
|
$3.87 Million
0.69% of portfolio
|
Q3 2024
Reduced 30.7%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
61,164
shares
|
$3.86 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
60,571
shares
|
$3.82 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
60,236
shares
|
$3.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
59,553
shares
|
$3.76 Million
0.05% of portfolio
|
Q3 2024
Reduced 27.76%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
59,316
shares
|
$3.74 Million
1.6% of portfolio
|
Q3 2024
Added 0.73%
|