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 687 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
34,234
shares
|
$2.03 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
34,074
shares
|
$2.02 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
34,026
shares
|
$2.02 Million
1.21% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
33,657
shares
|
$2 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,488
shares
|
$1.99 Million
0.06% of portfolio
|
Q4 2024
Reduced 37.82%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
32,374
shares
|
$1.92 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
32,135
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 85.61%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
31,110
shares
|
$1.85 Million
0.1% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
30,904
shares
|
$1.83 Million
0.77% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
30,627
shares
|
$1.82 Million
1.35% of portfolio
|
Q4 2024
Added 86.34%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
30,500
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
30,183
shares
|
$1.79 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
30,138
shares
|
$1.79 Million
1.06% of portfolio
|
Q4 2024
Added 30.69%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
30,000
shares
|
$1.78 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
29,547
shares
|
$1.75 Million
0.63% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
29,310
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
29,125
shares
|
$1.73 Million
0.03% of portfolio
|
Q4 2024
Added 59.7%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
28,665
shares
|
$1.7 Million
0.55% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
28,143
shares
|
$1.67 Million
0.15% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
27,328
shares
|
$1.62 Million
0.91% of portfolio
|
Q4 2024
Added 31.33%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
27,207
shares
|
$1.61 Million
0.63% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Feb 13, 2025 Q4 2024 |
27,006
shares
|
$1.6 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
26,948
shares
|
$1.6 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
26,603
shares
|
$1.58 Million
0.2% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
25,982
shares
|
$1.54 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.58%
|