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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
77,703
shares
|
$4.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
75,306
shares
|
$4.17 Million
3.08% of portfolio
|
Q4 2024
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
75,081
shares
|
$4.16 Million
0.88% of portfolio
|
Q4 2024
Added 32.47%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
74,335
shares
|
$4.12 Million
0.15% of portfolio
|
Q4 2024
Reduced 23.5%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
74,301
shares
|
$4.11 Million
0.28% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
73,286
shares
|
$4.06 Million
0.01% of portfolio
|
Q4 2024
Added 877.67%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
73,106
shares
|
$4.05 Million
2.38% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
72,505
shares
|
$4.01 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
72,169
shares
|
$4 Million
0.75% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
71,982
shares
|
$3.98 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
71,359
shares
|
$3.95 Million
0.24% of portfolio
|
Q4 2023
Reduced 8.15%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
71,332
shares
|
$3.95 Million
3.42% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
70,721
shares
|
$3.92 Million
0.17% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
69,970
shares
|
$3.87 Million
0.07% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
69,307
shares
|
$3.84 Million
4.85% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
68,820
shares
|
$3.81 Million
1.06% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
68,655
shares
|
$3.8 Million
4.07% of portfolio
|
Q3 2022
Reduced 7.85%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
68,584
shares
|
$3.8 Million
0.34% of portfolio
|
Q1 2025
Added 100758.82%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
68,508
shares
|
$3.79 Million
0.63% of portfolio
|
Q1 2025
Added 29.87%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
68,190
shares
|
$3.77 Million
0.61% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
67,077
shares
|
$3.71 Million
0.45% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
66,729
shares
|
$3.69 Million
0.1% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
66,462
shares
|
$3.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
66,251
shares
|
$3.67 Million
2.04% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
65,256
shares
|
$3.61 Million
2.88% of portfolio
|
Q4 2024
New holding
|