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 607 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $9.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
430,689
shares
|
$26.7 Million
0.72% of portfolio
|
Q3 2022
Added 24.71%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
416,702
shares
|
$25.8 Million
0.36% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
400,443
shares
|
$24.8 Million
12.01% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
386,015
shares
|
$23.9 Million
5.11% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
384,230
shares
|
$23.8 Million
0.04% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
356,723
shares
|
$22.1 Million
0.34% of portfolio
|
Q2 2024
Added 3.61%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
349,769
shares
|
$21.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
348,096
shares
|
$21.5 Million
2.71% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
340,308
shares
|
$21.1 Million
1.94% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
339,475
shares
|
$21 Million
2.16% of portfolio
|
Q3 2024
Added 71.89%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
336,786
shares
|
$20.8 Million
0.3% of portfolio
|
Q3 2024
Added 5198.71%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
334,491
shares
|
$20.7 Million
1.15% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
334,077
shares
|
$20.7 Million
0.03% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
312,175
shares
|
$19.3 Million
5.81% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
310,484
shares
|
$19.2 Million
1.72% of portfolio
|
Q3 2024
Added 24.67%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
302,126
shares
|
$18.7 Million
5.53% of portfolio
|
Q3 2024
Reduced 18.87%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
300,986
shares
|
$18.6 Million
8.88% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
300,031
shares
|
$18.6 Million
0.01% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
299,390
shares
|
$18.5 Million
1.94% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
284,283
shares
|
$17.6 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
282,970
shares
|
$17.5 Million
1.29% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
280,718
shares
|
$17.4 Million
1.05% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
279,261
shares
|
$17.3 Million
0.37% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
270,843
shares
|
$16.8 Million
0.25% of portfolio
|
Q3 2024
Added 33.44%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
270,154
shares
|
$16.7 Million
2.64% of portfolio
|
Q3 2024
Added 54.54%
|