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 |
|---|---|---|---|---|---|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
4,255
shares
|
$252,491
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
4,221
shares
|
$250,474
0.11% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
4,128
shares
|
$244,955
0.12% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
4,063
shares
|
$241,098
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,057
shares
|
$240,742
0.14% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,051
shares
|
$240,386
0.03% of portfolio
|
Q4 2024
Reduced 15.69%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
4,037
shares
|
$239,555
0.04% of portfolio
|
Q2 2024
Added 72.74%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
4,017
shares
|
$238,368
0.04% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
4,013
shares
|
$238,131
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
4,007
shares
|
$237,775
0.03% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
3,987
shares
|
$236,588
0.1% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
3,947
shares
|
$234,214
0.06% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,926
shares
|
$232,968
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
3,896
shares
|
$231,188
0.96% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
3,881
shares
|
$230,298
0.1% of portfolio
|
Q4 2024
Reduced 22.78%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
3,877
shares
|
$230,061
0.12% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
3,862
shares
|
$229,171
0.1% of portfolio
|
Q4 2024
Reduced 23.11%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
3,858
shares
|
$228,933
0.05% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
3,854
shares
|
$228,696
0.03% of portfolio
|
Q4 2024
Added 54.53%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
3,810
shares
|
$226,085
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,809
shares
|
$226,026
0.02% of portfolio
|
Q4 2024
Reduced 17.73%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
3,799
shares
|
$225,432
0.0% of portfolio
|
Q4 2024
Added 36.75%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
3,709
shares
|
$220,092
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
3,700
shares
|
$219,558
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
3,665
shares
|
$217,481
0.1% of portfolio
|
Q1 2024
New holding
|