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 564 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $7.89 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
53,009
shares
|
$3.03 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
52,867
shares
|
$3.03 Million
1.81% of portfolio
|
Q2 2024
Added 0.51%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
51,951
shares
|
$2.97 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
Purus Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
51,475
shares
|
$2.95 Million
1.27% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Aug 13, 2024 Q2 2024 |
51,229
shares
|
$2.93 Million
2.14% of portfolio
|
Q2 2024
Added 228.26%
|
|
Castle Rock Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
51,126
shares
|
$2.93 Million
0.72% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
50,790
shares
|
$2.91 Million
0.68% of portfolio
|
Q1 2024
Added 211.4%
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
50,629
shares
|
$2.9 Million
1.04% of portfolio
|
Q2 2022
Reduced 2.04%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
50,204
shares
|
$2.87 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.76%
|
|
Total Clarity Wealth Management, Inc.
|
Aug 09, 2024 Q2 2024 |
49,841
shares
|
$2.85 Million
0.97% of portfolio
|
Q2 2024
Added 28.9%
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 12, 2024 Q2 2024 |
49,324
shares
|
$2.82 Million
0.65% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
49,215
shares
|
$2.82 Million
2.07% of portfolio
|
Q1 2023
Reduced 12.26%
|
|
Willner & Heller, LLC
|
Jul 19, 2024 Q2 2024 |
49,026
shares
|
$2.81 Million
2.64% of portfolio
|
Q2 2024
Added 4.52%
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
48,798
shares
|
$2.79 Million
0.26% of portfolio
|
Q2 2024
Added 32.28%
|
|
Claro Advisors LLC
Boston, MA |
Jul 31, 2024 Q2 2024 |
48,536
shares
|
$2.78 Million
0.45% of portfolio
|
Q2 2024
Added 5.3%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 24, 2024 Q2 2024 |
48,278
shares
|
$2.76 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
48,203
shares
|
$2.76 Million
0.99% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
47,830
shares
|
$2.74 Million
0.02% of portfolio
|
Q2 2024
Added 440.15%
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 18, 2024 Q2 2024 |
47,800
shares
|
$2.74 Million
1.11% of portfolio
|
Q2 2024
Reduced 15.4%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
47,398
shares
|
$2.71 Million
0.28% of portfolio
|
Q2 2024
Added 0.54%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
46,856
shares
|
$2.68 Million
0.12% of portfolio
|
Q2 2024
Reduced 36.35%
|
|
Arvest Investments, Inc.
Rogers, AR |
Aug 08, 2024 Q2 2024 |
46,015
shares
|
$2.63 Million
0.4% of portfolio
|
Q2 2024
New holding
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
45,848
shares
|
$2.62 Million
0.07% of portfolio
|
Q2 2024
Added 5.34%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
45,754
shares
|
$2.62 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.73%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
45,576
shares
|
$2.61 Million
0.16% of portfolio
|
Q2 2024
Added 31.19%
|