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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
634
shares
|
$37,621
0.01% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
630
shares
|
$37,384
0.0% of portfolio
|
Q4 2024
Reduced 64.35%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
615
shares
|
$36,494
0.01% of portfolio
|
Q4 2024
Added 105.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
612
shares
|
$36,316
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
600
shares
|
$35,604
0.01% of portfolio
|
Q3 2023
Reduced 43.4%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
558
shares
|
$33,111
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
546
shares
|
$32,399
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
512
shares
|
$30,382
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
482
shares
|
$28,601
0.01% of portfolio
|
Q4 2024
Added 47.4%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
475
shares
|
$28,186
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
466
shares
|
$27,652
0.0% of portfolio
|
Q3 2024
Reduced 67.62%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
461
shares
|
$27,355
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
443
shares
|
$26,287
0.0% of portfolio
|
Q4 2024
Added 195.33%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
425
shares
|
$25,219
0.0% of portfolio
|
Q1 2024
Reduced 93.78%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
420
shares
|
$24,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
400
shares
|
$23,736
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
367
shares
|
$21,777
0.0% of portfolio
|
Q4 2024
Reduced 69.94%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
351
shares
|
$20,828
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
325
shares
|
$19,285
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
313
shares
|
$18,573
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
300
shares
|
$17,802
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
300
shares
|
$17,802
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
257
shares
|
$15,250
0.0% of portfolio
|
Q2 2024
Reduced 34.61%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
240
shares
|
$14,241
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
233
shares
|
$13,826
0.0% of portfolio
|
Q4 2024
New holding
|