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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
5,713
shares
|
$339,009
0.14% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
5,712
shares
|
$338,950
0.14% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
5,685
shares
|
$337,347
0.09% of portfolio
|
Q4 2024
Reduced 52.71%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
5,637
shares
|
$334,499
0.02% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
5,636
shares
|
$334,440
0.05% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
5,578
shares
|
$330,998
0.25% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,507
shares
|
$326,785
0.37% of portfolio
|
Q4 2022
Added 2.72%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
5,479
shares
|
$325,123
0.03% of portfolio
|
Q4 2024
Added 39.73%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
5,443
shares
|
$322,987
0.36% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
5,400
shares
|
$320,436
0.02% of portfolio
|
Q4 2024
Reduced 29.92%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
5,387
shares
|
$319,664
0.09% of portfolio
|
Q4 2024
Added 8.65%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
5,370
shares
|
$318,655
0.17% of portfolio
|
Q4 2024
Added 28.99%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
5,367
shares
|
$318,477
0.14% of portfolio
|
Q4 2024
Reduced 16.65%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
5,356
shares
|
$317,825
0.09% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
5,278
shares
|
$313,196
0.01% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
5,258
shares
|
$312,009
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
5,236
shares
|
$310,704
0.24% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
5,212
shares
|
$309,280
0.07% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
5,210
shares
|
$309,161
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
5,134
shares
|
$304,651
0.15% of portfolio
|
Q4 2024
Added 3849.23%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,121
shares
|
$303,880
0.12% of portfolio
|
Q4 2024
Added 49.82%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
5,098
shares
|
$302,515
0.05% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5,097
shares
|
$302,455
0.0% of portfolio
|
Q4 2024
Added 22.0%
|
|
|
Advisor Resource Council
|
Feb 25, 2025 Q4 2024 |
5,070
shares
|
$300,853
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
5,042
shares
|
$299,192
0.25% of portfolio
|
Q1 2024
Reduced 12.59%
|