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 |
|---|---|---|---|---|---|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
59,316
shares
|
$3.81 Million
1.6% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
58,423
shares
|
$3.76 Million
0.9% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
57,786
shares
|
$3.72 Million
0.54% of portfolio
|
Q3 2024
Added 89.73%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
57,114
shares
|
$3.67 Million
0.33% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
56,676
shares
|
$3.64 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
56,304
shares
|
$3.62 Million
0.69% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
56,254
shares
|
$3.62 Million
0.57% of portfolio
|
Q3 2024
Added 18589.04%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
56,035
shares
|
$3.6 Million
1.12% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
55,847
shares
|
$3.59 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
55,817
shares
|
$3.59 Million
0.45% of portfolio
|
Q3 2024
Added 23.3%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
54,680
shares
|
$3.52 Million
1.8% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
54,679
shares
|
$3.52 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,858
shares
|
$3.46 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
53,143
shares
|
$3.42 Million
0.13% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
52,638
shares
|
$3.38 Million
0.64% of portfolio
|
Q3 2024
Reduced 49.32%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
52,518
shares
|
$3.38 Million
0.7% of portfolio
|
Q3 2024
Reduced 46.02%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
52,069
shares
|
$3.35 Million
0.79% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
51,915
shares
|
$3.34 Million
2.83% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
51,784
shares
|
$3.33 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
51,686
shares
|
$3.32 Million
0.46% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
51,573
shares
|
$3.32 Million
0.74% of portfolio
|
Q3 2024
Added 116.25%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
51,461
shares
|
$3.31 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,209
shares
|
$3.29 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
50,790
shares
|
$3.27 Million
0.68% of portfolio
|
Q1 2024
Added 211.4%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
50,734
shares
|
$3.26 Million
0.28% of portfolio
|
Q3 2024
Added 3.97%
|