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 |
|---|---|---|---|---|---|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
21,677
shares
|
$1.29 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
21,512
shares
|
$1.28 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
21,053
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
20,983
shares
|
$1.25 Million
0.49% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
20,728
shares
|
$1.23 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
20,318
shares
|
$1.21 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
20,021
shares
|
$1.19 Million
0.79% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
19,938
shares
|
$1.18 Million
0.15% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
19,938
shares
|
$1.18 Million
0.55% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
19,887
shares
|
$1.18 Million
0.53% of portfolio
|
Q4 2024
Added 418.97%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
19,845
shares
|
$1.18 Million
0.05% of portfolio
|
Q4 2024
Added 18.03%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
19,844
shares
|
$1.18 Million
0.17% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
19,578
shares
|
$1.16 Million
0.37% of portfolio
|
Q4 2024
Added 26.59%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
19,479
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.67%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
19,412
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2024
Reduced 41.73%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
19,027
shares
|
$1.13 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
18,923
shares
|
$1.12 Million
0.85% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
18,837
shares
|
$1.12 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
18,712
shares
|
$1.11 Million
0.34% of portfolio
|
Q4 2024
Added 100.06%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
18,687
shares
|
$1.11 Million
0.38% of portfolio
|
Q4 2024
Added 59.73%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
18,631
shares
|
$1.11 Million
0.4% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
18,581
shares
|
$1.1 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
18,562
shares
|
$1.1 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
18,511
shares
|
$1.1 Million
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
18,251
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 53.69%
|