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 |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
119,716
shares
|
$7.41 Million
1.58% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
119,189
shares
|
$7.38 Million
0.22% of portfolio
|
Q3 2024
Added 21.75%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
118,537
shares
|
$7.34 Million
4.34% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
117,878
shares
|
$7.3 Million
0.11% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
117,821
shares
|
$7.29 Million
5.58% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
116,908
shares
|
$7.24 Million
0.51% of portfolio
|
Q4 2022
Reduced 28.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
116,234
shares
|
$7.19 Million
0.31% of portfolio
|
Q3 2024
Reduced 24.46%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
114,762
shares
|
$7.1 Million
1.61% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
113,687
shares
|
$7.04 Million
3.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
110,890
shares
|
$6.86 Million
2.85% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
108,919
shares
|
$6.74 Million
0.7% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
108,831
shares
|
$6.74 Million
1.72% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
103,969
shares
|
$6.44 Million
0.03% of portfolio
|
Q3 2024
Added 54.93%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
102,643
shares
|
$6.35 Million
4.76% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
102,639
shares
|
$6.35 Million
0.98% of portfolio
|
Q3 2024
Added 138.4%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
101,735
shares
|
$6.3 Million
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
101,709
shares
|
$6.3 Million
5.57% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
96,911
shares
|
$6 Million
0.35% of portfolio
|
Q3 2024
Added 35.9%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
96,409
shares
|
$5.97 Million
2.32% of portfolio
|
Q1 2024
Added 4.02%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
96,220
shares
|
$5.96 Million
0.83% of portfolio
|
Q3 2024
Added 21.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
95,621
shares
|
$5.92 Million
0.07% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
94,800
shares
|
$5.87 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
94,719
shares
|
$5.86 Million
0.56% of portfolio
|
Q3 2024
Added 202.16%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
94,346
shares
|
$5.84 Million
0.21% of portfolio
|
Q2 2024
Added 7.67%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
93,535
shares
|
$5.79 Million
2.05% of portfolio
|
Q3 2024
Reduced 7.3%
|