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First Trust NASDAQ Rising Dividend Achievers (RDVY) Institutional Ownership

First Trust NASDAQ Rising Dividend Achievers logo
$54.65 +0.15 (+0.28%)
Closing price 04/17/2025 04:00 PM Eastern
Extended Trading
$54.68 +0.04 (+0.06%)
As of 04/17/2025 05:32 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY)

Number of
Institutional Buyers
(last 12 months)
488
Total
Institutional Inflows
(last 12 months)
$2.89B
Number of
Institutional Sellers
(last 12 months)
261
Total
Institutional Outflows
(last 12 months)
$713.84M
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RDVY Institutional Buying and Selling by Quarter

First Trust NASDAQ Rising Dividend Achievers Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025DHJJ Financial Advisors Ltd.13,251$776K0.3%+6.0%0.006%
4/18/2025 San Luis Wealth Advisors LLC143,956$8.43M1.8%+135.7%0.062%
4/18/2025Insigneo Advisory Services LLC20,170$1.18M0.1%-6.2%0.009%
4/18/2025Wagner Wealth Management LLC173,836$10.18M2.5%+4.3%0.075%
4/17/2025NBT Bank N A NY12,909$756K0.1%-3.3%0.006%
4/17/2025Kaydan Wealth Management Inc.18,404$1.08M0.3%+1.1%0.008%
4/17/2025Lynch & Associates IN15,233$892K0.2%+40.2%0.007%
4/17/2025Sagespring Wealth Partners LLC16,956$993K0.0%-2.5%0.007%
4/17/2025Sowell Financial Services LLC20,505$1.20M0.1%N/A0.009%
4/17/2025Janney Montgomery Scott LLC1,274,557$74.61M0.2%+91.0%0.552%
4/17/2025RiverTree Advisors LLC44,517$2.61M1.7%N/A0.019%
4/17/2025Keystone Wealth Services LLC7,043$412K0.1%+30.7%0.003%
4/17/2025Good Life Advisors LLC275,153$16.11M1.1%+29.7%0.119%
4/17/2025ORBA Wealth Advisors L.L.C.89,922$5.26M2.7%+12.9%0.039%
4/17/2025Total Clarity Wealth Management Inc.97,113$5.74M1.9%-0.6%0.042%
4/17/2025Morey & Quinn Wealth Partners LLC21,885$1.28M1.1%+1.0%0.009%
4/17/2025Dynamic Advisor Solutions LLC6,890$403K0.0%+44.9%0.003%
4/17/2025Tcfg Wealth Management LLC42,404$2.48M1.2%-0.6%0.018%
4/16/2025 Armbruster Capital Management Inc.3,625$212K0.0%-14.8%0.002%
4/16/2025 Southland Equity Partners LLC51,989$3.04M0.7%+0.8%0.023%
4/16/2025 Wealth Enhancement Advisory Services LLC254,976$14.93M0.0%-2.8%0.110%
4/16/2025 Goldstone Financial Group LLC58,684$3.44M0.5%+12.8%0.025%
4/16/2025 Hickory Asset Management Inc.103,190$6.04M5.4%+0.6%0.045%
4/16/2025 Elevation Point Wealth Partners LLC60,635$3.55M0.3%-0.9%0.026%
4/16/2025 Opinicus Capital Inc.17,027$997K0.9%-8.3%0.007%
4/16/2025 Twin Peaks Wealth Advisors LLC31,801$1.76M0.8%-9.3%0.014%
4/16/2025 Sanchez Wealth Management Group195,146$11.42M3.1%+2.2%0.084%
4/16/2025 Ballew Advisors Inc7,513$413K0.3%N/A0.003%
4/15/2025 Davis Investment Partners LLC45,700$2.54M1.1%-2.0%0.020%
4/15/2025 Braun Bostich & Associates Inc.60,571$3.55M2.6%-1.1%0.026%
4/15/2025 GPS Wealth Strategies Group LLC212,404$12.43M1.7%+96.8%0.092%
4/15/2025 Fifth Third Bancorp940$55K0.0%+652.0%0.000%
4/15/2025 Arvest Investments Inc.68,508$4.01M0.6%+29.9%0.030%
4/15/2025 Chris Bulman Inc41,203$2.41M1.5%+66.6%0.018%
4/15/2025 Capital Advisory Group Advisory Services LLC30,402$1.78M0.7%+2.9%0.013%
4/15/2025 Mainsail Financial Group LLC152,278$8.91M5.1%+5.7%0.066%
4/15/2025 Focus Financial Network Inc.106,472$6.23M0.3%+13.1%0.046%
4/15/2025 EdgeRock Capital LLC35,656$2.09M1.5%-22.5%0.016%
4/15/2025 Traction Financial Partners LLC196,136$11.48M9.0%-7.9%0.085%
4/15/2025 Redhawk Wealth Advisors Inc.146,453$8.57M1.2%+1.7%0.064%
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4/15/2025 Integrated Advisors Network LLC9,477$555K0.0%+7.1%0.004%
4/15/2025 Trueblood Wealth Management LLC13,959$817K0.4%+14.1%0.006%
4/15/2025 Simplicity Wealth LLC19,172$1.12M0.1%+308.2%0.008%
4/15/2025 Wealthcare Advisory Partners LLC112,263$6.57M0.2%+28.4%0.049%
4/14/2025 Regatta Capital Group LLC22,522$1.32M0.3%+1.0%0.010%
4/14/2025 Farther Finance Advisors LLC56,547$3.32M0.1%+289.5%0.025%
4/14/2025 City Holding Co.115,221$6.75M0.9%+11.2%0.050%
4/14/2025 Daymark Wealth Partners LLC95,535$5.59M0.2%+0.8%0.042%
4/14/2025 Park Avenue Securities LLC26,047$1.53M0.0%+120.2%0.011%
4/14/2025 KMG Fiduciary Partners LLC172,847$10.12M0.8%+12.5%0.075%
4/14/2025 Miracle Mile Advisors LLC10,588$620K0.0%N/A0.005%
4/14/2025 Whitaker Myers Wealth Managers LTD.25,924$1.52M0.4%+2.6%0.011%
4/11/2025 Alliance Wealth Advisors LLC9,750$571K0.3%-82.6%0.004%
4/11/2025 StoneCrest Wealth Management Inc.112,775$6.60M4.2%N/A0.049%
4/11/2025 Pitti Group Wealth Management LLC23,720$1.39M1.4%-4.2%0.010%
4/11/2025 Sovereign Financial Group Inc.123,229$7.21M1.7%+4.8%0.054%
4/11/2025 Next Level Private LLC290,258$16.99M6.3%+10.6%0.127%
4/11/2025 Kapstone Financial Advisors LLC12,799$749K0.4%-2.7%0.006%
4/11/2025 Affinity Wealth Management LLC662,153$38.76M7.2%+26.2%0.289%
4/11/2025 AFG Fiduciary Services Limited Partnership4,226$237K0.1%N/A0.002%
4/11/2025 Northwest Financial Advisors44,294$2.59M2.2%-18.3%0.019%
4/11/2025 Signal Advisors Wealth LLC4,063$238K0.0%N/A0.002%
4/10/2025 Retireful LLC22,853$1.33M1.3%N/A0.010%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.72,169$4.23M0.7%+17.7%0.031%
4/10/2025 Beacon Financial Group274,793$16.09M1.8%-7.7%0.120%
4/10/2025 Secure Asset Management LLC12,004$703K0.1%+18.9%0.005%
4/10/2025 Key Client Fiduciary Advisors LLC293,291$17.17M7.8%-0.4%0.128%
4/10/2025 TruWealth Advisors LLC74,301$4.35M0.3%+4.4%0.032%
4/10/2025 Iams Wealth Management LLC25,815$1.51M0.7%+568.4%0.011%
4/10/2025 Strategic Planning Group LLC227,326$13.31M2.6%+17.6%0.099%
4/10/2025 Accel Wealth Management59,623$3.49M1.3%+21.9%0.026%
4/10/2025 TrueWealth Advisors LLC38,212$2.24M0.7%+7.3%0.017%
4/10/2025 EWG Elevate Inc.92,594$5.42M2.0%-18.9%0.040%
4/10/2025 Whipplewood Advisors LLC31,681$1.86M0.6%+545.6%0.014%
4/9/2025 RFG Advisory LLC89,521$5.24M0.1%+14.1%0.039%
4/9/2025 Capital Asset Advisory Services LLC59,606$3.53M0.2%-3.4%0.026%
4/9/2025 HBW Advisory Services LLC112,869$6.61M0.9%+9.1%0.049%
4/9/2025 Merit Financial Group LLC45,658$2.67M0.0%+12.2%0.020%
4/9/2025 Flagstar Advisors Inc.59,780$3.50M0.9%+0.3%0.026%
4/9/2025 Quad Cities Investment Group LLC22,310$1.31M0.6%-1.7%0.010%
4/9/2025 NBC Securities Inc.68,584$4.01M0.3%+100,758.8%0.030%
4/9/2025 Advance Capital Management Inc.84,056$4.92M0.2%-1.7%0.037%
4/8/2025 Advisory Alpha LLC37,093$2.17M0.1%-3.3%0.016%
4/7/2025 GAMMA Investing LLC320,741$18.78M0.0%+5,754.0%0.140%
4/7/2025 AdvisorNet Financial Inc28,670$1.68M0.1%+1.9%0.013%
4/7/2025 Howard Financial Services LTD.204,854$11.99M1.6%+2.4%0.090%
4/2/2025 Park National Corp OH282,437$16.53M0.6%-0.9%0.129%
4/1/2025 Hobart Private Capital LLC464,097$27.17M6.8%+5.6%0.213%
3/21/2025Nestegg Advisors Inc.92,637$5.80M5.9%N/A0.042%
3/18/2025Objective Capital Management LLC21,903$1.30M0.9%-35.6%0.010%
Trump’s Top Secret $9 Trillion AI Superweapon (Ad)

Jeff Brown spotted Nvidia at $1. Now he’s revealing a new AI superweapon — and the Musk-connected stocks that could benefit.

Nvidia’s early days made millionaires. This AI play might too.
3/17/2025 Wealth Enhancement Advisory Services LLC262,407$15.52M0.0%+75.8%0.120%
3/17/2025 Members Wealth LLC4,425$272K0.2%N/A0.002%
3/14/2025Keystone Financial Services LLC14,780$874K0.8%N/A0.007%
3/12/2025Centaurus Financial Inc.2,971$176K0.0%-51.7%0.001%
3/6/2025Plotkin Financial Advisors LLC169,302$10.01M5.9%-3.8%0.078%
3/5/2025 Castle Rock Wealth Management LLC5,685$356K0.1%-52.7%0.003%
2/28/2025Park Square Financial Group LLC75,306$4.45M3.1%N/A0.035%
2/27/2025REAP Financial Group LLC10,073$596K0.1%-9.6%0.005%
2/27/2025ABLE Financial Group LLC278,575$16.48M4.9%-7.8%0.128%
2/26/2025Advisor Resource Council5,070$300K0.2%N/A0.002%
(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, 689 institutional investors and hedge funds held shares of First Trust NASDAQ Rising Dividend Achievers. The most heavily invested institutionals were LPL Financial LLC ($1.26B), Morgan Stanley ($597.15M), Raymond James Financial Inc. ($593.24M), Wells Fargo & Company MN ($532.76M), Raymond James Financial Services Advisors Inc. ($376.28M), Ameriprise Financial Inc. ($362.83M), and Commonwealth Equity Services LLC ($333.55M).Learn more on RDVY's institutional investors.

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

Of the 611 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. ($10.03M), Global Assets Advisory LLC ($4.21M), LPL Financial LLC ($3.57M), Commonwealth Equity Services LLC ($2.98M), Leigh Baldwin & CO. LLC ($2.28M), and Private Advisor Group LLC ($2.23M).

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

Institutional investors have bought a total of 78,735,547 shares in the last 24 months. This purchase volume represents approximately $4.52B in transactions.

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

Of the 393 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 ($6.72M), Advance Capital Management Inc. ($3.28M), UBS Group AG ($891.23K), Fifth Third Securities Inc. ($664.88K), IFP Advisors Inc ($588.93K), Koshinski Asset Management Inc. ($549.20K), and Cambridge Investment Research Advisors Inc. ($515.80K).

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

Institutional investors have sold a total of 25,778,880 shares in the last 24 months. This volume of shares sold represents approximately $1.52B in transactions.


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This page (NASDAQ:RDVY) was last updated on 4/18/2025 by MarketBeat.com Staff
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