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First Trust NASDAQ Rising Dividend Achievers (RDVY) Institutional Ownership

$55.27
-0.47 (-0.84%)
(As of 04:00 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
359
Total
Institutional Inflows
(last 12 months)
$1.52B
Number of
Institutional Sellers
(last 12 months)
250
Total
Institutional Outflows
(last 12 months)
$574.28M
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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
5/22/2024Beck Bode LLC131,019$7.36M1.5%-13.9%0.069%
5/21/2024Atria Investments Inc97,657$5.49M0.1%+28.0%0.052%
5/21/2024Sanibel Captiva Trust Company Inc.5,085$286K0.0%N/A0.003%
5/20/2024 Independent Wealth Network Inc.5,294$297K0.1%+14.9%0.003%
5/17/2024 National Wealth Management Group LLC4,967$279K0.2%-31.2%0.003%
5/17/2024 Jaffetilchin Investment Partners LLC300,570$16.88M1.5%+9.5%0.158%
5/17/2024 Comerica Bank109,156$6.13M0.0%+1.4%0.057%
5/17/2024 Coppell Advisory Solutions Corp.63,543$3.57M0.7%N/A0.033%
5/17/2024 Creekmur Asset Management LLC11,307$635K0.2%-15.4%0.006%
5/16/2024 B. Riley Wealth Advisors Inc.43,522$2.45M0.1%-3.8%0.023%
5/16/2024 Dynasty Wealth Management LLC73,856$4.15M0.1%N/A0.039%
5/16/2024 Industrial Alliance Investment Management Inc.2,169$122K0.1%-48.3%0.001%
5/16/2024 Econ Financial Services Corp16,327$917K0.6%N/A0.009%
5/15/2024 Mount Yale Investment Advisors LLC54,282$3.05M0.2%+62.9%0.029%
5/15/2024 Kestra Advisory Services LLC2,542,131$142.79M1.0%+17.4%1.343%
5/14/2024 Axxcess Wealth Management LLC63,322$3.56M0.1%-1.8%0.033%
5/14/2024 CreativeOne Wealth LLC41,671$2.34M0.1%N/A0.022%
5/14/2024 InterOcean Capital Group LLC45,484$2.56M0.1%-41.7%0.024%
5/14/2024 Owen LaRue LLC6,736$378K0.2%-8.1%0.004%
5/11/2024 Spreng Capital Management Inc.22,222$1.25M0.7%-8.2%0.012%
5/11/2024 Beaumont Financial Advisors LLC48,894$2.75M0.2%-0.8%0.026%
5/10/2024 Osaic Holdings Inc.3,155,068$176.90M0.4%-12.9%1.667%
5/9/2024 ProVise Management Group LLC7,279$409K0.0%+7.7%0.004%
5/9/2024 Orion Portfolio Solutions LLC61,174$3.44M0.0%-3.4%0.032%
5/9/2024 Blair William & Co. IL351,981$19.77M0.1%+9.3%0.186%
5/9/2024 Kingsview Wealth Management LLC71,715$4.03M0.1%+0.6%0.038%
5/9/2024 Delta Investment Management LLC8,921$501K0.1%N/A0.005%
5/9/2024 TBH Global Asset Management LLC172,252$9.68M1.9%-8.5%0.091%
5/9/2024 Koshinski Asset Management Inc.500,465$28.11M2.9%+1,707.8%0.264%
5/8/2024 Cozad Asset Management Inc.73,661$4.14M0.4%+5.0%0.039%
5/8/2024 Bleakley Financial Group LLC5,418$304K0.0%-18.5%0.003%
5/8/2024 Avantax Advisory Services Inc.476,820$26.78M0.2%+93.0%0.252%
5/8/2024 US Bancorp DE313,035$17.59M0.0%+2.5%0.165%
5/8/2024 Russell Investments Group Ltd.604$34K0.0%N/A0.000%
5/8/2024 Tranquility Partners LLC14,752$829K0.3%+3.6%0.008%
5/8/2024 Thoroughbred Financial Services LLC91,428$5.14M0.5%-20.4%0.048%
5/7/2024 Capital Square LLC5,287$297K0.2%N/A0.003%
5/7/2024 Quantum Private Wealth LLC3,807$214K0.1%-17.0%0.002%
5/7/2024 Concurrent Investment Advisors LLC203,205$11.41M0.5%+18.5%0.107%
5/7/2024 Atomi Financial Group Inc.11,108$624K0.1%N/A0.006%
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5/7/2024 Oppenheimer & Co. Inc.107,542$6.04M0.1%-3.0%0.057%
5/7/2024 PFG Advisors185,857$10.44M0.8%-2.3%0.098%
5/6/2024 Envestnet Portfolio Solutions Inc.218,413$12.27M0.0%+14.1%0.115%
5/6/2024 VitalStone Financial LLC6,331$356K0.3%+49.6%0.003%
5/6/2024 Advisory Alpha LLC182,539$10.25M0.4%-10.5%0.096%
5/4/2024 Geneos Wealth Management Inc.96,403$5.42M0.2%+8.8%0.051%
5/4/2024 Csenge Advisory Group1,021,905$57.40M3.2%+4.0%0.541%
5/3/2024 Avidian Wealth Solutions LLC17,594$988K0.0%-84.9%0.009%
5/3/2024 TFB Advisors LLC28,693$1.53M0.6%+1.2%0.015%
5/3/2024 WealthTrust Asset Management LLC6,293$353K0.3%+16.0%0.003%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors52,024$2.92M0.3%+87.3%0.028%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.15,053$846K0.4%-2.9%0.008%
5/3/2024 Integrity Financial Corp WA67,553$3.79M2.6%N/A0.036%
5/2/2024 Mutual Advisors LLC43,994$2.47M0.1%-15.5%0.023%
5/2/2024 FinTrust Capital Advisors LLC4,856$273K0.1%+9.0%0.003%
5/2/2024 Lincoln National Corp56,551$3.18M0.0%-2.6%0.030%
5/2/2024 Moloney Securities Asset Management LLC15,923$894K0.1%-3.8%0.008%
5/1/2024 StoneX Group Inc.140,742$7.91M0.9%-5.4%0.075%
5/1/2024 Janney Montgomery Scott LLC596,817$33.52M0.1%-1.6%0.316%
5/1/2024 BNP Paribas Financial Markets496$28K0.0%+24,700.0%0.000%
5/1/2024 Alta Wealth Advisors LLC7,811$439K0.2%-17.9%0.004%
5/1/2024 Mirae Asset Global Investments Co. Ltd.95,090$5.34M0.0%-0.3%0.050%
5/1/2024 Concourse Financial Group Securities Inc.34,741$1.95M0.1%-3.4%0.018%
5/1/2024 ORBA Wealth Advisors L.L.C.87,181$4.90M2.7%-1.3%0.046%
5/1/2024 Stegent Equity Advisors Inc.13,559$762K0.8%-14.7%0.007%
5/1/2024 Flynn Zito Capital Management LLC18,913$1.06M0.5%+79.3%0.010%
5/1/2024 Lineweaver Wealth Advisors LLC58,461$3.28M0.8%-2.6%0.031%
4/30/2024 Private Advisor Group LLC1,551,985$87.18M0.6%+9.9%0.822%
4/30/2024 Consolidated Portfolio Review Corp109,427$6.15M1.6%-4.1%0.058%
4/30/2024 J.W. Cole Advisors Inc.67,669$3.80M0.2%+12.0%0.036%
4/30/2024 Curtis Advisory Group LLC19,583$1.10M0.4%+1.0%0.010%
4/30/2024 Hartline Investment Corp26,205$1.47M0.3%N/A0.014%
4/30/2024 Saxony Capital Management LLC4,113$231K0.3%N/A0.002%
4/30/2024 BlueChip Wealth Advisors LLC75,622$4.25M2.7%+4.2%0.040%
4/30/2024 Woodward Diversified Capital LLC22,827$1.28M0.8%+1.5%0.012%
4/30/2024 WealthBridge Capital Management LLC7,136$401K0.1%+79.2%0.004%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.68,750$3.86M0.1%+16.2%0.036%
4/30/2024 Arkadios Wealth Advisors71,084$3.99M0.3%-3.0%0.038%
4/30/2024 Mayflower Financial Advisors LLC17,963$1.01M0.1%-10.0%0.010%
4/30/2024 SkyOak Wealth LLC3,783$212K0.1%N/A0.002%
4/29/2024Commonwealth Equity Services LLC4,424,371$248.52M0.4%+10.9%2.342%
4/29/2024 Benjamin F. Edwards & Company Inc.344,306$19.34M0.4%+9.5%0.182%
4/29/2024 Horizon Advisory Services Inc.481,560$27.05M12.6%N/A0.255%
4/29/2024 Onyx Bridge Wealth Group LLC16,228$880K0.2%-3.7%0.009%
4/26/2024 Pinnacle Associates Ltd.179,643$10.09M0.2%+2.4%0.095%
4/26/2024 Trueblood Wealth Management LLC5,850$329K0.2%-25.9%0.003%
4/26/2024 Cottonwood Capital Advisors LLC124,007$6.65M5.2%-3.8%0.066%
4/26/2024 Bellevue Asset Management LLC128,546$7.22M4.1%+4.3%0.068%
4/26/2024 SFG Wealth Management LLC.8,477$476K0.3%+7.7%0.005%
4/26/2024 Clear Creek Financial Management LLC13,350$750K0.1%+7.5%0.007%
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4/26/2024 LifePro Asset Management6,005$337K0.2%-38.9%0.003%
4/26/2024 AJ Advisors LLC152,372$8.56M4.7%+5.1%0.081%
4/25/2024 Fee Only Financial Planning L.C.5,135$288K0.2%-10.9%0.003%
4/25/2024 Triumph Capital Management96,409$5.38M2.2%+4.0%0.051%
4/25/2024 L.M. Kohn & Company58,346$3.28M0.9%+49.5%0.031%
4/25/2024 MTM Investment Management LLC36,769$2.07M0.9%-2.2%0.020%
4/25/2024 Eudaimonia Partners LLC50,790$2.85M0.7%+211.4%0.027%
4/25/2024 Eudaimonia Advisors LLC14,621$821K0.4%-6.0%0.008%
4/25/2024 Presidio Capital Management LLC76,386$4.29M3.1%N/A0.041%
4/25/2024 IAG Wealth Partners LLC1,800$101K0.0%+12.5%0.001%
(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, 562 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. ($325.15M), 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), Private Advisor Group LLC ($2.02M), Commonwealth Equity Services LLC ($1.78M), LPL Financial LLC ($1.51M), Walker Asset Management LLC ($1.17M), and Raymond James Financial Services Advisors Inc. ($1.05M).

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

Institutional investors have bought a total of 46,147,002 shares in the last 24 months. This purchase volume represents approximately $2.97B in transactions.

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

Of the 381 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. ($3.90M), Raymond James Financial Services Advisors Inc. ($2.09M), Wells Fargo & Company MN ($1.50M), UBS Group AG ($1.24M), Raymond James & Associates ($1.14M), Cambridge Investment Research Advisors Inc. ($1.09M), and Advisor Group Holdings Inc. ($904.66K).

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

Institutional investors have sold a total of 32,559,582 shares in the last 24 months. This volume of shares sold represents approximately $2.38B in transactions.


This page (NASDAQ:RDVY) was last updated on 5/22/2024 by MarketBeat.com Staff

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