First Trust NASDAQ Rising Dividend Achievers (RDVY) Institutional Ownership

$57.94

+0.89 (+1.56%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Options Chain Ownership Ratings Short Interest Trends

Number of Institutional Buyers (last 12 months): 361
Total Institutional Inflows (last 12 months): $1.65B

Number of Institutional Sellers (last 12 months): 245
Total Institutional Outflows (last 12 months): $587.28M

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RDVY Institutional Buying and Selling by Quarter

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First Trust NASDAQ Rising Dividend Achievers Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Presidio Capital Management LLC	7,317	$401K	0.3%	-90.4%	0.004%
7/27/2024	Whitaker Myers Wealth Managers LTD.	25,010	$1.37M	0.5%	+8.0%	0.013%
7/26/2024	Beacon Financial Advisory LLC	100,897	$5.52M	2.1%	+1.6%	0.051%
7/26/2024	Walkner Condon Financial Advisors LLC	103,861	$5.69M	1.2%	-2.0%	0.053%
7/26/2024	ABLE Financial Group LLC	372,384	$20.39M	7.4%	+0.1%	0.188%
7/26/2024	Harbour Investments Inc.	542,645	$29.71M	1.0%	-1.4%	0.274%
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7/26/2024	Patriot Financial Group Insurance Agency LLC	6,725	$368K	0.1%	+7.9%	0.003%
7/26/2024	Atomi Financial Group Inc.	11,913	$652K	0.0%	+7.2%	0.006%
7/26/2024	Cambridge Investment Research Advisors Inc.	1,929,784	$105.66M	0.4%	+2.9%	0.976%
7/26/2024	Signature Estate & Investment Advisors LLC	18,836	$1.03M	0.0%	N/A	0.010%
7/26/2024	MTM Investment Management LLC	34,628	$1.90M	0.8%	-5.8%	0.018%
7/26/2024	Bank of New York Mellon Corp	44,929	$2.46M	0.0%	+16.9%	0.023%
7/25/2024	First Heartland Consultants Inc.	197,497	$10.81M	0.8%	-24.4%	0.100%
7/25/2024	Raymond James Trust N.A.	51,951	$2.84M	0.1%	-3.0%	0.026%
7/25/2024	POM Investment Strategies LLC	134,873	$7.38M	5.9%	-2.8%	0.068%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	90,032	$4.93M	0.5%	+4.3%	0.046%
7/25/2024	Tranquility Partners LLC	15,788	$864K	0.3%	+7.0%	0.008%
7/24/2024	EdgeRock Capital LLC	21,865	$1.20M	0.9%	+19.7%	0.011%
7/24/2024	TrueWealth Advisors LLC	27,981	$1.53M	0.6%	+20.9%	0.014%
7/24/2024	Alta Wealth Advisors LLC	7,574	$415K	0.2%	-3.0%	0.004%
7/24/2024	Secure Asset Management LLC	25,976	$1.42M	0.3%	N/A	0.013%
7/24/2024	LVZ Inc.	7,841	$429K	0.1%	-9.0%	0.004%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	30,457	$1.67M	0.3%	+16.2%	0.015%
7/24/2024	Cedrus LLC	169,438	$9.28M	4.6%	+8.2%	0.086%
7/24/2024	&PARTNERS	37,825	$2.07M	0.1%	+5.6%	0.019%
7/23/2024	Geneos Wealth Management Inc.	105,234	$5.76M	0.3%	+9.2%	0.053%
7/23/2024	Private Advisory Group LLC	22,180	$1.21M	0.2%	N/A	0.011%
7/23/2024	WESPAC Advisors SoCal LLC	58,678	$3.21M	0.8%	+45.7%	0.030%
7/23/2024	Concourse Financial Group Securities Inc.	45,576	$2.50M	0.2%	+31.2%	0.023%
7/23/2024	Shelton Wealth Management LLC	83,873	$4.59M	2.6%	-16.4%	0.043%
7/22/2024	Atria Wealth Solutions Inc.	618,896	$33.89M	0.4%	-1.0%	0.314%
7/22/2024	Capital Advisory Group Advisory Services LLC	26,769	$1.47M	0.6%	+5.6%	0.014%
7/22/2024	Focus Financial Network Inc.	53,009	$3.06M	0.1%	+2.9%	0.027%
7/22/2024	MBE Wealth Management LLC	3,894	$213K	0.1%	N/A	0.002%
7/22/2024	Ergawealth Advisors Inc.	260,084	$14.24M	7.8%	+3.2%	0.132%
7/22/2024	Denver Wealth Management Inc.	121,617	$6.66M	3.3%	+5.3%	0.062%
7/20/2024	First Citizens Bank & Trust Co.	3,720	$204K	0.0%	-27.1%	0.002%
7/20/2024	First Horizon Advisors Inc.	196,653	$10.77M	0.3%	+3.8%	0.100%
7/20/2024	Raymond James Financial Services Advisors Inc.	6,872,756	$376.28M	0.5%	+18.7%	3.485%
7/19/2024	Western Wealth Management LLC	362,414	$19.84M	1.5%	+0.9%	0.184%
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7/19/2024	Willner & Heller LLC	49,026	$2.68M	2.6%	+4.5%	0.025%
7/19/2024	SFG Wealth Management LLC.	10,582	$579K	0.3%	+24.8%	0.005%
7/19/2024	Financial Partners Group Inc	484,936	$26.55M	4.2%	+6.0%	0.247%
7/19/2024	Williams Financial LLC	13,987	$765K	0.0%	N/A	0.007%
7/19/2024	Raymond James & Associates	2,818,055	$154.29M	0.1%	+2.3%	1.436%
7/19/2024	Davis Investment Partners LLC	47,800	$2.69M	1.1%	-15.4%	0.024%
7/19/2024	Genesee Capital Advisors LLC	83,214	$4.56M	2.2%	-14.0%	0.042%
7/19/2024	Barnes Pettey Financial Advisors LLC	118,358	$6.48M	5.6%	+1.9%	0.060%
7/18/2024	WealthCare Investment Partners LLC	58,885	$3.22M	1.5%	-2.4%	0.030%
7/18/2024	Brookstone Capital Management	3,691	$213K	0.0%	N/A	0.002%
7/18/2024	Old Port Advisors	6,728	$368K	0.1%	+3.9%	0.003%
7/18/2024	Ellsworth Advisors LLC	20,719	$1.13M	0.3%	-1.7%	0.011%
7/17/2024	Comprehensive Financial Consultants Institutional Inc.	14,807	$811K	0.3%	-1.6%	0.008%
7/17/2024	Bar Harbor Wealth Management	5,273	$289K	0.0%	N/A	0.003%
7/17/2024	Aurora Private Wealth Inc.	18,051	$988K	0.9%	-1.9%	0.009%
7/17/2024	Alliance Wealth Advisors LLC	52,867	$2.89M	1.8%	+0.5%	0.027%
7/17/2024	SteelPeak Wealth LLC	36,662	$2.01M	0.1%	-4.0%	0.019%
7/17/2024	Redhawk Wealth Advisors Inc.	104,804	$5.74M	0.9%	+10.3%	0.053%
7/17/2024	AdvisorNet Financial Inc	19,063	$1.04M	0.1%	+5.6%	0.010%
7/17/2024	Cottonwood Capital Advisors LLC	110,531	$6.04M	4.7%	-10.9%	0.056%
7/16/2024	Cornerstone Wealth Management LLC	86,439	$4.73M	0.4%	+4.0%	0.044%
7/16/2024	Envestnet Portfolio Solutions Inc.	227,536	$12.46M	0.0%	+4.2%	0.116%
7/16/2024	Key Client Fiduciary Advisors LLC	302,692	$16.57M	8.2%	+75.2%	0.154%
7/16/2024	GPS Wealth Strategies Group LLC	45,269	$2.48M	0.4%	-18.4%	0.023%
7/16/2024	ORBA Wealth Advisors L.L.C.	88,361	$4.84M	2.5%	+1.4%	0.045%
7/16/2024	Mainsail Financial Group LLC	113,533	$6.22M	3.7%	+17.1%	0.058%
7/16/2024	Great Valley Advisor Group Inc.	35,149	$1.92M	0.1%	+19.7%	0.018%
7/16/2024	Wealth Enhancement Advisory Services LLC	152,753	$8.36M	0.0%	-20.5%	0.078%
7/16/2024	PCG Wealth Advisors LLC	19,036	$1.04M	0.5%	+8.0%	0.010%
7/15/2024	Dynamic Advisor Solutions LLC	4,797	$263K	0.0%	-5.6%	0.002%
7/15/2024	Fifth Third Securities Inc.	384,594	$21.06M	1.9%	-59.7%	0.196%
7/15/2024	Park National Corp OH	285,652	$15.64M	0.6%	-2.5%	0.146%
7/15/2024	RFG Advisory LLC	133,228	$7.29M	0.2%	+14.2%	0.068%
7/13/2024	Quad Cities Investment Group LLC	20,234	$1.11M	0.6%	+4.8%	0.010%
7/13/2024	GSG Advisors LLC	139,253	$7.61M	2.7%	+2.4%	0.071%
7/13/2024	Keystone Wealth Services LLC	4,365	$239K	0.1%	-14.1%	0.002%
7/13/2024	HFG Advisors Inc.	95,073	$5.21M	4.9%	+3.1%	0.048%
7/12/2024	Ignite Planners LLC	15,554	$847K	0.2%	-1.7%	0.008%
7/12/2024	Howard Financial Services LTD.	191,951	$10.51M	1.7%	-1.0%	0.098%
7/12/2024	Atlas Private Wealth Advisors	18,334	$1.00M	0.2%	+104.2%	0.009%
7/12/2024	Lion Street Advisors LLC	29,567	$1.62M	0.6%	+24.4%	0.015%
7/12/2024	Southland Equity Partners LLC	23,849	$1.31M	0.4%	+203.0%	0.012%
7/12/2024	City Holding Co.	79,374	$4.35M	0.6%	+19.6%	0.040%
7/12/2024	Accel Wealth Management	44,244	$2.42M	1.0%	+4.4%	0.023%
7/12/2024	DHJJ Financial Advisors Ltd.	12,747	$698K	0.3%	+15.3%	0.006%
7/11/2024	U.S. Capital Wealth Advisors LLC	133,674	$7.32M	0.3%	-1.6%	0.068%
7/11/2024	Kaydan Wealth Management Inc.	18,095	$991K	0.4%	-3.0%	0.009%
7/11/2024	Clarus Wealth Advisors	12,500	$690K	0.4%	-9.5%	0.006%
7/10/2024	Csenge Advisory Group	1,094,617	$59.93M	3.4%	+7.1%	0.558%
7/10/2024	Simplicity Wealth LLC	19,863	$1.09M	0.0%	+9.1%	0.010%
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7/10/2024	LifePro Asset Management	5,613	$307K	0.2%	-6.5%	0.003%
7/10/2024	NBC Securities Inc.	76,747	$4.20M	0.4%	+2.3%	0.039%
7/10/2024	Prism Advisors Inc.	23,299	$1.28M	0.4%	-6.5%	0.012%
7/10/2024	CWM LLC	437,626	$23.96M	0.1%	+13.9%	0.223%
7/9/2024	Park Avenue Securities LLC	15,202	$832K	0.0%	+9.0%	0.008%
7/9/2024	Kingswood Wealth Advisors LLC	5,573	$305K	0.0%	+3.5%	0.003%
7/9/2024	Mather Group LLC.	1,439	$81K	0.0%	+208.8%	0.001%
7/8/2024	RVW Wealth LLC	618,186	$33.85M	3.4%	-0.3%	0.316%
7/8/2024	Advance Capital Management Inc.	95,137	$5.21M	0.2%	-12.0%	0.049%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	23,746	$1.30M	0.4%	N/A	0.012%

(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, 566 institutional investors and hedge funds held shares of First Trust NASDAQ Rising Dividend Achievers. The most heavily invested institutionals were LPL Financial LLC ($741.29M), Morgan Stanley ($597.15M), Wells Fargo & Company MN ($411.04M), Raymond James Financial Services Advisors Inc. ($376.28M), Commonwealth Equity Services LLC ($248.52M), Global Assets Advisory LLC ($236.81M), and Ameriprise Financial Inc. ($187.01M).Learn more on RDVY's institutional investors.
Which institutional investors have been buying First Trust NASDAQ Rising Dividend Achievers stock?: Of the 503 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 ($6.55M), Global Assets Advisory LLC ($4.14M), Raymond James Financial Services Advisors Inc. ($2.13M), Private Advisor Group LLC ($2.02M), Commonwealth Equity Services LLC ($1.76M), LPL Financial LLC ($1.51M), and Cetera Investment Advisers ($1.48M).
How much institutional buying is happening at First Trust NASDAQ Rising Dividend Achievers?: Institutional investors have bought a total of 46,942,949 shares in the last 24 months. This purchase volume represents approximately $2.91B in transactions.

Which First Trust NASDAQ Rising Dividend Achievers major shareholders have been selling company stock?: Of the 382 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: Advance Capital Management Inc. ($3.91M), Raymond James Financial Services Advisors Inc. ($2.09M), Wells Fargo & Company MN ($1.50M), UBS Group AG ($1.24M), Raymond James & Associates ($1.14M), Advisor Group Holdings Inc. ($904.66K), and Cambridge Investment Research Advisors Inc. ($896.04K).
How much institutional selling is happening at First Trust NASDAQ Rising Dividend Achievers?: Institutional investors have sold a total of 32,009,087 shares in the last 24 months. This volume of shares sold represents approximately $2.31B in transactions.