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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,022
shares
|
$298,005
0.08% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
5,020
shares
|
$297,886
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
4,999
shares
|
$296,640
0.0% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
4,970
shares
|
$294,919
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
4,907
shares
|
$291,181
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,903
shares
|
$290,944
0.05% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
4,866
shares
|
$288,748
0.17% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,845
shares
|
$287,502
0.08% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
4,828
shares
|
$286,493
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,787
shares
|
$284,060
0.15% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
4,754
shares
|
$282,102
0.01% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,717
shares
|
$279,906
0.14% of portfolio
|
Q4 2024
Reduced 20.62%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
4,697
shares
|
$278,719
0.06% of portfolio
|
Q4 2024
Reduced 65.38%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
4,693
shares
|
$278,482
0.04% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
4,685
shares
|
$278,007
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,622
shares
|
$274,269
0.0% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
4,616
shares
|
$273,913
0.04% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
4,611
shares
|
$273,616
0.18% of portfolio
|
Q4 2024
Added 31.14%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
4,600
shares
|
$272,964
0.0% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
4,495
shares
|
$266,733
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
4,435
shares
|
$263,172
0.17% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
4,419
shares
|
$262,223
0.08% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,410
shares
|
$261,689
0.02% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
4,319
shares
|
$256,289
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
4,299
shares
|
$255,102
0.05% of portfolio
|
Q4 2024
Added 0.05%
|