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First Trust NASDAQ Rising Dividend Achievers (RDVY) Institutional Ownership

First Trust NASDAQ Rising Dividend Achievers logo
$61.24 -0.24 (-0.39%)
As of 05/20/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY)

Number of
Institutional Buyers
(last 12 months)
519
Total
Institutional Inflows
(last 12 months)
$3.19B
Number of
Institutional Sellers
(last 12 months)
290
Total
Institutional Outflows
(last 12 months)
$738.82M
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RDVY Institutional Buying and Selling by Quarter

First Trust NASDAQ Rising Dividend Achievers Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Blue Rock Wealth Management LLC11,333$663K0.6%N/A0.005%
5/20/2025 Focus Partners Wealth41,991$2.46M0.0%-7.9%0.018%
5/20/2025Flaharty Asset Management LLC60,996$3.57M0.5%+152.4%0.026%
5/20/2025Integrity Alliance LLC.22,911$1.34M0.1%N/A0.010%
5/19/2025 Jane Street Group LLC11,201$656K0.0%-29.1%0.005%
5/19/2025 Advisory Alpha LLC37,491$2.20M0.1%-2.3%0.016%
5/16/2025 Faithward Advisors LLC4,722$276K0.0%-7.4%0.002%
5/16/2025 Coppell Advisory Solutions LLC41,292$2.36M0.2%+67.5%0.018%
5/16/2025 Signature Estate & Investment Advisors LLC22,352$1.31M0.0%+24.0%0.010%
5/16/2025 Ashton Thomas Private Wealth LLC27,609$1.62M0.1%+39.1%0.012%
5/16/2025 Goldman Sachs Group Inc.18,094$1.06M0.0%-43.7%0.008%
5/16/2025 Legacy Wealth Managment LLC ID17,608$1.03M0.7%+7.9%0.008%
5/16/2025 Rise Advisors LLC525$31K0.0%N/A0.000%
5/16/2025 Rockport Wealth LLC125,349$7.34M2.6%+6.1%0.054%
5/16/2025 Plotkin Financial Advisors LLC174,858$10.24M6.3%+3.3%0.075%
5/16/2025 National Wealth Management Group LLC14,778$865K0.6%+66.1%0.006%
5/16/2025 NewEdge Advisors LLC898,120$52.58M0.3%+12.4%0.386%
5/16/2025 Integrated Wealth Concepts LLC932,018$54.56M0.6%+1.9%0.400%
5/16/2025 Clark Capital Management Group Inc.9,824$575K0.0%+43.5%0.004%
5/16/2025 Concorde Asset Management LLC5,096$285K0.2%+6.5%0.002%
5/16/2025 AQR Capital Management LLC31,071$1.82M0.0%+70.2%0.013%
5/15/2025 Paragon Private Wealth Management LLC11,443$670K0.3%-11.9%0.005%
5/15/2025 Focus Partners Advisor Solutions LLC11,142$652K0.0%+92.2%0.005%
5/15/2025 Ameriflex Group Inc.18,953$1.11M0.5%-46.1%0.008%
5/15/2025 Royal Bank of Canada3,521,054$206.12M0.0%+3.5%1.512%
5/15/2025 Betterment LLC40,583$2.38M0.0%+13.1%0.017%
5/15/2025 MAI Capital Management21,932$1.28M0.0%-7.4%0.009%
5/15/2025 Weitzel Financial Services Inc.135,142$7.55M3.6%-8.7%0.058%
5/15/2025 Calton & Associates Inc.9,244$541K0.1%+7.9%0.004%
5/15/2025 Spectrum Wealth Advisory Group LLC293,346$17.17M8.2%+17.5%0.126%
5/15/2025 Titleist Asset Management LLC74,518$4.36M0.5%+11.1%0.032%
5/15/2025 Baird Financial Group Inc.867,566$50.79M0.1%-6.2%0.372%
5/15/2025 TD Capital Management LLC20,914$1.22M0.1%-5.3%0.009%
5/15/2025 Trexquant Investment LP5,307$311K0.0%+6.2%0.002%
5/15/2025 Beck Bode LLC31,707$1.86M0.3%-20.2%0.014%
5/14/2025 Delta Investment Management LLC11,478$672K0.1%+8.9%0.005%
5/14/2025 CreativeOne Wealth LLC68,012$3.98M0.1%+41.1%0.029%
5/14/2025 Per Stirling Capital Management LLC.142,054$8.32M1.2%-1.2%0.061%
5/14/2025 PKS Advisory Services LLC25,828$1.51M0.4%+35.7%0.011%
5/14/2025 WCG Wealth Advisors LLC18,461$1.08M0.1%-2.0%0.008%
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5/14/2025 Full Sail Capital LLC9,790$573K0.0%+47.3%0.004%
5/14/2025 Apexium Financial LP31,966$1.87M0.1%-1.3%0.014%
5/14/2025 Comerica Bank124,546$7.29M0.0%+9.8%0.053%
5/14/2025 Synovus Financial Corp11,882$696K0.0%+23.2%0.005%
5/14/2025 SVB Wealth LLC500$29K0.0%N/A0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.2,349,402$137.53M0.1%+12.6%1.009%
5/14/2025 Heritage Wealth Partners LLC4,671$273K0.4%N/A0.002%
5/14/2025 Kestra Advisory Services LLC2,526,316$147.89M0.7%-1.8%1.084%
5/14/2025 Purus Wealth Management LLC50,320$2.95M1.3%+0.4%0.022%
5/14/2025 Ameriprise Financial Inc.6,116,510$357.12M0.1%-0.3%2.626%
5/14/2025 TFB Advisors LLC19,520$1.14M0.3%-11.6%0.008%
5/14/2025 Capital Analysts LLC15,931$933K0.0%+19.3%0.007%
5/14/2025 Level Four Advisory Services LLC99,347$5.82M0.2%+133.7%0.043%
5/14/2025 GSG Advisors LLC166,499$9.32M3.0%+5.2%0.071%
5/14/2025 Petix & Botte Co108,091$6.33M1.7%+29.2%0.046%
5/13/2025 Aptus Capital Advisors LLC518,933$30.38M0.3%+3.0%0.223%
5/13/2025 Spreng Capital Management Inc.13,739$804K0.4%-1.2%0.006%
5/13/2025 Steward Partners Investment Advisory LLC526,911$30.85M0.3%+5.3%0.226%
5/13/2025 Raymond James Financial Inc.11,002,535$644.09M0.2%+9.7%4.723%
5/13/2025 Cresset Asset Management LLC23,004$1.35M0.0%+5.7%0.010%
5/13/2025 Nations Financial Group Inc. IA ADV59,204$3.47M0.3%+51.2%0.025%
5/13/2025 Leigh Baldwin & CO. LLC45,900$2.69M2.2%+21.2%0.020%
5/13/2025 Trivium Point Advisory LLC37,331$2.19M0.3%+7.5%0.016%
5/13/2025 Dagco Inc.18,467$1.08M0.3%-1.2%0.008%
5/13/2025 Russell Investments Group Ltd.4,231$248K0.0%+11.4%0.002%
5/13/2025 HighTower Advisors LLC1,518,752$88.91M0.1%+15.1%0.652%
5/12/2025 Maia Wealth LLC13,194$732K0.2%-13.1%0.006%
5/12/2025 Aveo Capital Partners LLC8,971$522K0.1%-45.1%0.004%
5/12/2025 Benjamin Edwards Inc.326,326$19.10M0.3%-1.9%0.140%
5/12/2025 Townsquare Capital LLC7,346$430K0.0%N/A0.003%
5/12/2025 FSA Wealth Partners Inc.14,250$834K0.3%-1.3%0.006%
5/12/2025 Integrity Financial Corp WA120,468$7.05M4.0%+1.0%0.052%
5/12/2025 Savvy Advisors Inc.17,308$1.01M0.1%+24.7%0.007%
5/12/2025 Citigroup Inc.333,431$19.52M0.0%+11.4%0.143%
5/12/2025 LaSalle St. Investment Advisors LLC16,746$980K0.2%-10.5%0.007%
5/9/2025 Citizens Financial Group Inc. RI9,754$571K0.0%+46.3%0.004%
5/9/2025 Strategy Asset Managers LLC5,797$339K0.1%-9.8%0.002%
5/9/2025 Tidemark LLC19,465$1.14M0.4%-7.2%0.008%
5/9/2025 Atria Wealth Solutions Inc.572,070$33.49M0.4%-21.0%0.246%
5/9/2025 Cary Street Partners Financial LLC27,793$1.63M0.1%+3.1%0.012%
5/9/2025 Thoroughbred Financial Services LLC182,524$10.68M0.7%+17.0%0.078%
5/9/2025 Wills Financial Group LLC9,280$543K0.2%N/A0.004%
5/9/2025 Commonwealth Equity Services LLC6,074,450$355.60M0.5%+7.7%2.608%
5/9/2025 Blair William & Co. IL350,554$20.52M0.1%+0.4%0.150%
5/9/2025 L & S Advisors Inc20,593$1.21M0.1%+3.3%0.009%
5/9/2025 PNC Financial Services Group Inc.1,276,965$74.75M0.0%+7.7%0.548%
5/8/2025 IFG Advisory LLC195,734$11.46M0.6%+0.9%0.084%
5/8/2025 Strategic Family Wealth Counselors L.L.C.11,619$680K0.2%+4.9%0.005%
5/8/2025 Headland Capital LLC3,432$201K0.1%N/A0.001%
5/8/2025 Moors & Cabot Inc.8,024$470K0.0%+5.8%0.003%
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5/8/2025 ProVise Management Group LLC17,928$1.05M0.1%+22.0%0.008%
5/8/2025 Certified Advisory Corp72,565$4.25M0.5%+22.1%0.031%
5/8/2025 US Bancorp DE330,792$19.37M0.1%+0.7%0.142%
5/8/2025 Elios Financial Group Inc.106,954$6.26M3.1%-2.3%0.046%
5/8/2025 US Financial Advisors LLC195,898$11.47M3.4%-2.1%0.084%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,364$255K0.0%N/A0.002%
5/8/2025 Harbour Investments Inc.573,676$33.58M1.0%+2.7%0.246%
5/8/2025 MGO One Seven LLC42,531$2.49M0.1%+6.6%0.018%
5/8/2025 Grantvest Financial Group LLC21,596$1.26M1.0%-2.2%0.009%
5/8/2025 Atlas Wealth LLC34,831$2.04M0.8%+27.5%0.015%
(Data available from 1/1/2016 forward)

RDVY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RDVY shares?

During the previous two years, 709 institutional investors and hedge funds held shares of First Trust NASDAQ Rising Dividend Achievers. The most heavily invested institutionals were LPL Financial LLC ($1.39B), Raymond James Financial Inc. ($644.09M), Morgan Stanley ($597.15M), Wells Fargo & Company MN ($532.76M), Raymond James Financial Services Advisors Inc. ($376.28M), Ameriprise Financial Inc. ($357.12M), and Commonwealth Equity Services LLC ($355.60M).Learn more on RDVY's institutional investors.

Which institutional investors have been buying First Trust NASDAQ Rising Dividend Achievers stock?

Of the 637 institutional investors that purchased First Trust NASDAQ Rising Dividend Achievers stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($13.22M), Raymond James Financial Inc. ($11.00M), LPL Financial LLC ($5.95M), Global Assets Advisory LLC ($4.35M), Commonwealth Equity Services LLC ($3.41M), Leigh Baldwin & CO. LLC ($2.29M), and Raymond James Financial Services Advisors Inc. ($2.13M).

How much institutional buying is happening at First Trust NASDAQ Rising Dividend Achievers?

Institutional investors have bought a total of 83,643,424 shares in the last 24 months. This purchase volume represents approximately $4.70B in transactions.

Which First Trust NASDAQ Rising Dividend Achievers major shareholders have been selling company stock?

Of the 404 institutional investors that sold First Trust NASDAQ Rising Dividend Achievers stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($6.71M), Advance Capital Management Inc. ($3.28M), Fifth Third Securities Inc. ($664.88K), Koshinski Asset Management Inc. ($549.20K), Osaic Holdings Inc. ($467.65K), Goldstein Advisors LLC ($447.49K), and Raymond James & Associates ($422.85K).

How much institutional selling is happening at First Trust NASDAQ Rising Dividend Achievers?

Institutional investors have sold a total of 23,885,064 shares in the last 24 months. This volume of shares sold represents approximately $1.31B in transactions.



This page (NASDAQ:RDVY) was last updated on 5/21/2025 by MarketBeat.com Staff
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