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First Trust NASDAQ Rising Dividend Achievers (RDVY) Institutional Ownership

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$54.48
+0.10 (+0.18%)
(As of 04/24/2024 ET)
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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)
354
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
270
Total
Institutional Outflows
(last 12 months)
$788.41M
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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
4/24/2024Private Trust Co. NA19,072$1.07M0.1%-15.4%0.010%
4/24/2024Krilogy Financial LLC11,481$645K0.0%N/A0.006%
4/24/2024CENTRAL TRUST Co650$37K0.0%-62.9%0.000%
4/24/2024Pitti Group Wealth Management LLC25,390$1.39M1.5%-2.0%0.014%
4/24/2024Simplicity Wealth LLC18,208$1.02M0.0%N/A0.010%
4/24/2024NBT Bank N A NY15,549$873K0.1%-7.0%0.008%
4/24/2024Spire Wealth Management29,682$1.67M0.1%-63.1%0.016%
4/23/2024 Global Retirement Partners LLC93,503$5.25M0.2%+4.2%0.050%
4/23/2024 Twin Peaks Wealth Advisors LLC30,497$1.71M1.0%-5.4%0.016%
4/23/2024 Sweet Financial Partners LLC398,538$22.39M5.2%-1.3%0.212%
4/23/2024 Nations Financial Group Inc. IA ADV36,651$2.06M0.2%-14.5%0.020%
4/23/2024 Fifth Third Bancorp1,409$79K0.0%N/A0.001%
4/23/2024 TrueWealth Advisors LLC23,153$1.30M0.5%+8.2%0.012%
4/23/2024 Regatta Capital Group LLC146,105$8.21M1.8%-30.6%0.078%
4/23/2024 Strategic Blueprint LLC55,658$3.13M0.2%+2.9%0.030%
4/23/2024 Wealth Effects LLC34,815$1.96M0.7%+0.9%0.019%
4/23/2024 Raymond James Financial Services Advisors Inc.5,788,639$325.15M0.5%-0.3%3.082%
4/22/2024 Confluence Wealth Services Inc.7,258$408K0.0%N/A0.004%
4/22/2024 PFG Investments LLC114,817$6.45M0.4%N/A0.061%
4/22/2024 Raymond James & Associates2,753,855$154.68M0.1%+1.8%1.466%
4/22/2024 Aurora Private Wealth Inc.18,404$1.03M0.9%+2.1%0.010%
4/22/2024 Strategies Wealth Advisors LLC4,317$242K0.0%N/A0.002%
4/22/2024Ashton Thomas Private Wealth LLC11,825$664K0.0%+49.8%0.006%
4/19/2024 Accel Wealth Management42,363$2.38M1.0%+7.0%0.023%
4/19/2024 Cornerstone Wealth Management LLC83,096$4.67M0.4%+9.8%0.044%
4/19/2024 Kovack Advisors Inc.82,701$4.65M0.6%+59.9%0.044%
4/19/2024 Mainsail Financial Group LLC96,962$5.45M3.8%+3.5%0.052%
4/19/2024 PCG Wealth Advisors LLC17,632$990K0.5%+2.8%0.009%
4/18/2024 Naviter Wealth LLC125,210$7.03M1.2%-18.6%0.067%
4/18/2024 Synergy Asset Management LLC5,010$281K0.0%N/A0.003%
4/18/2024 Iams Wealth Management LLC28,638$1.51M0.9%-1.0%0.015%
4/18/2024 tru Independence LLC130,761$7.35M2.2%+19.6%0.070%
4/18/2024 Panoramic Investment Advisors LLC16,966$953K0.7%-1.2%0.009%
4/18/2024 WESPAC Advisors SoCal LLC40,275$2.26M0.6%+4.0%0.021%
4/18/2024 Claro Advisors LLC46,095$2.59M0.4%+1.2%0.025%
4/18/2024 HFG Advisors Inc.92,199$5.18M4.6%+6.0%0.049%
4/18/2024 Fifth Third Securities Inc.953,549$53.56M5.2%-5.1%0.509%
4/18/2024 SteelPeak Wealth LLC38,192$2.15M0.1%+0.6%0.020%
4/17/2024 Founders Financial Securities LLC36,891$2.07M0.2%+8.0%0.020%
4/16/2024 MCF Advisors LLC837$47K0.0%-23.2%0.000%
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4/16/2024 OneAscent Financial Services LLC14,099$792K0.1%+11.4%0.008%
4/16/2024 Pinnacle Bancorp Inc.1,625$91K0.0%+109.7%0.001%
4/16/2024 Capital Asset Advisory Services LLC57,085$3.16M0.2%-3.3%0.030%
4/16/2024 Howard Financial Services LTD.193,969$10.90M1.9%+5.7%0.104%
4/16/2024 Wealth Enhancement Advisory Services LLC192,231$10.80M0.0%-6.0%0.103%
4/15/2024 Wealthcare Advisory Partners LLC37,767$2.12M0.1%-6.8%0.020%
4/15/2024 Key Client Fiduciary Advisors LLC172,753$9.70M5.1%-0.8%0.092%
4/15/2024 Sovereign Financial Group Inc.97,630$5.48M1.5%+6.4%0.052%
4/15/2024 Hobart Private Capital LLC246,241$13.83M4.2%+18.4%0.132%
4/15/2024 Elevated Capital Advisors LLC69,590$3.91M1.1%+3.7%0.037%
4/15/2024 Davis Investment Partners LLC56,500$3.08M1.3%-5.0%0.030%
4/15/2024 Flagstar Advisors Inc.42,623$2.39M0.7%+17.7%0.023%
4/13/2024 Quad Cities Investment Group LLC19,303$1.08M0.6%-1.3%0.010%
4/12/2024 Keystone Wealth Services LLC5,080$285K0.1%-43.0%0.003%
4/12/2024 Kaydan Wealth Management Inc.18,651$1.05M0.4%+1.1%0.010%
4/12/2024 Whitaker Myers Wealth Managers LTD.23,163$1.30M0.5%-2.9%0.012%
4/12/2024 Ignite Planners LLC15,823$883K0.2%-8.5%0.008%
4/12/2024 Global Assets Advisory LLC4,216,002$236.81M0.8%+5,315.6%2.253%
4/12/2024 AdvisorNet Financial Inc18,060$1.01M0.1%+56.7%0.010%
4/12/2024 Purus Wealth Management LLC52,505$2.95M1.5%-1.8%0.028%
4/11/2024 City Holding Co.66,385$3.73M0.6%+20.7%0.035%
4/11/2024 San Luis Wealth Advisors LLC52,837$2.97M1.6%-33.2%0.028%
4/11/2024 International Assets Investment Management LLC119,566$6.68M0.2%-6.6%0.064%
4/11/2024 DHJJ Financial Advisors Ltd.11,051$621K0.3%+15.8%0.006%
4/11/2024 &PARTNERS35,811$2.01M0.3%N/A0.019%
4/11/2024 GSG Advisors LLC135,991$7.55M2.8%+4.8%0.073%
4/11/2024 Clarus Wealth Advisors13,807$752K0.4%-7.1%0.007%
4/11/2024 SignalPoint Asset Management LLC5,207$292K0.1%N/A0.003%
4/11/2024 RFG Advisory LLC116,643$6.55M0.2%+20.4%0.062%
4/10/2024 Park Avenue Securities LLC13,952$784K0.0%+3.6%0.007%
4/10/2024 Weitzel Financial Services Inc.148,562$8.31M4.2%+2.9%0.080%
4/10/2024 Walker Asset Management LLC20,621$1.16M0.8%-1.0%0.011%
4/10/2024 Signal Advisors Wealth LLC12,622$709K0.2%N/A0.007%
4/9/2024 Lynch & Associates IN7,485$420K0.1%+36.0%0.004%
4/8/2024 RVW Wealth LLC619,989$34.83M3.6%+0.8%0.333%
4/5/2024 Prism Advisors Inc.24,931$1.40M0.4%+3.3%0.014%
4/5/2024 NBC Securities Inc.75,030$4.21M0.4%-4.3%0.041%
4/4/2024 Advance Capital Management Inc.108,164$6.08M0.4%-95.2%0.060%
4/1/2024 Park National Corp OH292,999$16.46M0.6%-0.4%0.161%
3/22/2024PNC Financial Services Group Inc.901,064$46.56M0.0%+1.1%0.496%
3/15/2024BlueChip Wealth Advisors LLC72,596$3.75M2.6%N/A0.040%
3/15/2024B. Riley Wealth Advisors Inc.45,248$2.34M0.1%+4.0%0.025%
3/8/2024ICA Group Wealth Management LLC144,885$7.49M1.7%-3.9%0.080%
3/7/2024Objective Capital Management LLC26,967$1.39M1.1%+17.7%0.015%
3/6/2024Willner & Heller LLC37,868$1.96M2.2%N/A0.021%
3/5/2024Fisher Asset Management LLC5,310$274K0.0%N/A0.003%
3/1/2024Creekmur Asset Management LLC13,372$691K0.2%N/A0.007%
2/26/2024Centaurus Financial Inc.10,758$556K0.0%+4.6%0.006%
2/26/2024Integrated Advisors Network LLC9,356$483K0.0%-8.8%0.005%
2/23/2024Beacon Financial Group250,359$12.94M1.6%+136.1%0.138%
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2/20/2024Clarity Capital Partners LLC10,112$522K0.4%N/A0.006%
2/16/2024Harbour Investments Inc.524,830$27.12M1.1%+11.1%0.289%
2/16/2024PCA Investment Advisory Services Inc.46,092$2.38M1.6%-14.6%0.025%
2/15/2024Guardian Wealth Advisors LLC NC375,802$19.42M3.0%-0.5%0.207%
2/15/2024Gallagher Fiduciary Advisors LLC33,781$1.75M0.1%+413.1%0.019%
2/14/2024Kestra Advisory Services LLC2,165,333$111.88M0.9%+17.6%1.193%
2/14/2024Barometer Capital Management Inc.16,110$832K0.3%+57.9%0.009%
2/14/2024MGO One Seven LLC34,453$1.78M0.1%+2.2%0.019%
2/14/2024VitalStone Financial LLC4,232$219K0.2%+97.4%0.002%
2/14/2024Woodward Diversified Capital LLC22,479$1.16M0.7%-3.8%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, 557 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), Global Assets Advisory LLC ($236.81M), Commonwealth Equity Services LLC ($206.13M), 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 507 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), Advance Capital Management Inc. ($3.98M), Private Advisor Group LLC ($2.38M), Raymond James Financial Services Advisors Inc. ($2.35M), Commonwealth Equity Services LLC ($2.11M), and Raymond James & Associates ($1.56M).

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

Institutional investors have bought a total of 62,883,569 shares in the last 24 months. This purchase volume represents approximately $4.74B in transactions.

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

Of the 376 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 32,099,336 shares in the last 24 months. This volume of shares sold represents approximately $2.37B in transactions.


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This page (NASDAQ:RDVY) was last updated on 4/25/2024 by MarketBeat.com Staff

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