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 541 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $7.62 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
18,685,624
shares
|
$1.03 Billion
0.58% of portfolio
|
Q1 2024
Added 11.08%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
14,088,374
shares
|
$778 Million
0.06% of portfolio
|
Q1 2024
Added 7.98%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
8,550,750
shares
|
$472 Million
0.12% of portfolio
|
Q1 2024
Added 7.49%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
5,788,639
shares
|
$320 Million
0.49% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
4,642,866
shares
|
$257 Million
0.02% of portfolio
|
Q1 2024
Added 14.3%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
4,424,371
shares
|
$244 Million
0.41% of portfolio
|
Q1 2024
Added 10.91%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
4,216,002
shares
|
$233 Million
3.44% of portfolio
|
Q1 2024
Added 5315.61%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
4,047,759
shares
|
$224 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,859,788
shares
|
$213 Million
0.05% of portfolio
|
Q1 2024
Added 16.65%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
3,155,068
shares
|
$174 Million
0.41% of portfolio
|
Q1 2024
Reduced 12.91%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
3,050,442
shares
|
$169 Million
0.07% of portfolio
|
Q1 2024
Added 4.47%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
2,753,855
shares
|
$152 Million
0.11% of portfolio
|
Q1 2024
Added 1.77%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,689,443
shares
|
$149 Million
0.04% of portfolio
|
Q1 2024
Added 6.47%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
2,542,131
shares
|
$140 Million
0.99% of portfolio
|
Q1 2024
Added 17.4%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
2,264,096
shares
|
$125 Million
0.31% of portfolio
|
Q1 2024
Added 465.13%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
1,876,091
shares
|
$104 Million
0.41% of portfolio
|
Q1 2024
Added 10.23%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,791,866
shares
|
$99 Million
0.1% of portfolio
|
Q1 2024
Added 10.89%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,567,589
shares
|
$86.6 Million
0.1% of portfolio
|
Q1 2024
Added 30.3%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,551,985
shares
|
$85.7 Million
0.63% of portfolio
|
Q1 2024
Added 9.86%
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
1,021,905
shares
|
$56.5 Million
3.25% of portfolio
|
Q1 2024
Added 3.99%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
977,715
shares
|
$54 Million
0.04% of portfolio
|
Q1 2024
Added 8.51%
|
|
Fifth Third Securities, Inc.
|
Apr 17, 2024 Q1 2024 |
953,549
shares
|
$52.7 Million
5.28% of portfolio
|
Q1 2024
Reduced 5.14%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
929,396
shares
|
$51.3 Million
0.61% of portfolio
|
Q1 2024
Added 6.7%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
919,902
shares
|
$50.8 Million
0.21% of portfolio
|
Q1 2024
Added 7.21%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
894,351
shares
|
$49.4 Million
0.75% of portfolio
|
Q1 2024
Added 14.86%
|