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First Trust NASDAQ Rising Dividend Achievers (RDVY) Institutional Ownership

First Trust NASDAQ Rising Dividend Achievers logo
$62.18 +0.30 (+0.48%)
As of 01/17/2025 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
388
Total
Institutional Inflows
(last 12 months)
$2.21B
Number of
Institutional Sellers
(last 12 months)
243
Total
Institutional Outflows
(last 12 months)
$861.53M
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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
1/17/2025 Key Client Fiduciary Advisors LLC294,350$17.41M7.7%-2.2%0.137%
1/17/2025 Secure Asset Management LLC10,097$597K0.1%-72.7%0.005%
1/17/2025 Goldstein Advisors LLC5,636$333K0.0%-3.8%0.003%
1/17/2025 Mutual Advisors LLC52,551$3.25M0.1%+1.5%0.024%
1/17/2025 Traynor Capital Management Inc.3,528$209K0.0%N/A0.002%
1/17/2025 Independent Wealth Network Inc.5,713$338K0.1%+4.8%0.003%
1/17/2025 Janney Montgomery Scott LLC667,203$39.46M0.1%+12.6%0.310%
1/17/2025 Daymark Wealth Partners LLC94,765$5.60M0.2%+2.9%0.044%
1/17/2025 Advisory Alpha LLC38,357$2.27M0.1%-9.7%0.018%
1/17/2025 Braun Bostich & Associates Inc.61,266$3.62M2.6%-4.0%0.028%
1/17/2025 Genesis Private Wealth LLC95,219$5.63M3.1%N/A0.044%
1/17/2025 Beaumont Financial Advisors LLC47,049$2.78M0.2%-1.1%0.022%
1/16/2025 Koshinski Asset Management Inc.518,874$30.69M0.1%+2.7%0.241%
1/16/2025 Purus Wealth Management LLC50,113$2.96M1.2%-2.6%0.023%
1/16/2025 SFG Wealth Management LLC.13,004$769K0.4%+15.4%0.006%
1/16/2025 Willner & Heller LLC52,983$3.13M2.7%+2.1%0.025%
1/16/2025 Trueblood Wealth Management LLC12,233$723K0.4%+1.4%0.006%
1/16/2025 City Holding Co.103,634$6.13M0.9%+7.7%0.048%
1/16/2025 Ellsworth Advisors LLC22,301$1.32M0.3%+5.9%0.010%
1/16/2025 Kaydan Wealth Management Inc.18,197$1.08M0.4%+2.3%0.008%
1/15/2025 Krilogy Financial LLC11,892$703K0.0%-1.9%0.006%
1/15/2025 TruWealth Advisors LLC71,145$4.21M0.3%+1.0%0.033%
1/15/2025 Ameritas Advisory Services LLC105,723$6.25M0.2%-9.0%0.049%
1/15/2025 Shelton Wealth Management LLC64,281$3.80M2.0%-12.0%0.030%
1/15/2025 Howard Financial Services LTD.199,981$11.83M1.6%-0.6%0.093%
1/15/2025 Arkadios Wealth Advisors122,395$7.24M0.4%+26.3%0.057%
1/15/2025 TrueWealth Advisors LLC35,615$2.11M0.7%+4.0%0.017%
1/15/2025 Merit Financial Group LLC40,698$2.41M0.0%+5.5%0.019%
1/15/2025 Householder Group Estate & Retirement Specialist LLC3,333$197K0.1%-29.8%0.002%
1/15/2025 Walker Asset Management LLC20,021$1.18M0.7%+2.0%0.009%
1/15/2025 Wealthcare Advisory Partners LLC87,407$5.17M0.1%+21.7%0.041%
1/15/2025 Goldstone Financial Group LLC52,007$3.08M0.5%+8.0%0.024%
1/15/2025 KMG Fiduciary Partners LLC153,695$9.09M0.8%+17.5%0.072%
1/15/2025 Certified Advisory Corp59,408$3.51M0.4%+24.3%0.028%
1/14/2025 Pinnacle Bancorp Inc.2,941$174K0.1%+34.2%0.001%
1/14/2025 Redhawk Wealth Advisors Inc.143,987$8.52M1.2%+12.2%0.067%
1/14/2025 Clarus Wealth Advisors11,888$711K0.4%-3.1%0.006%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.61,301$3.63M0.7%+102.3%0.029%
1/14/2025 Park Avenue Securities LLC11,827$699K0.0%+223.1%0.006%
1/14/2025 San Luis Wealth Advisors LLC61,067$3.61M0.7%+8.5%0.028%
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1/14/2025 Sovereign Financial Group Inc.117,621$6.96M1.6%+2.5%0.055%
1/14/2025 GSG Advisors LLC158,292$9.36M3.0%+10.2%0.074%
1/13/2025 AdvisorNet Financial Inc28,143$1.66M0.1%+5.4%0.013%
1/13/2025 Elevated Capital Advisors LLC22,547$1.33M0.4%-2.3%0.010%
1/13/2025 Eastern Bank959$57K0.0%N/A0.000%
1/13/2025 Claro Advisors LLC68,190$4.03M0.5%+8.6%0.032%
1/13/2025 Envision Financial LLC59,154$3.50M2.8%N/A0.028%
1/13/2025 Brookstone Capital Management29,125$1.72M0.0%+59.7%0.014%
1/13/2025 EWG Elevate Inc.114,203$6.75M2.1%+3.0%0.053%
1/10/2025 Lynch & Associates IN10,862$642K0.1%+10.0%0.005%
1/10/2025 Sugarloaf Wealth Management LLC676$40K0.0%N/A0.000%
1/10/2025 HBW Advisory Services LLC103,495$6.12M0.9%+0.8%0.048%
1/10/2025 ORG Partners LLC202,120$11.95M1.6%+259.3%0.094%
1/8/2025 Private Client Services LLC3,877$229K0.1%-11.6%0.002%
1/8/2025 International Assets Investment Management LLC117,360$6.92M0.3%-98.3%0.055%
1/8/2025 Park National Corp OH285,137$16.86M0.6%+0.3%0.133%
1/6/2025 Advance Capital Management Inc.85,479$5.06M0.2%-3.6%0.040%
1/3/2025 GAMMA Investing LLC5,479$324K0.0%+39.7%0.003%
12/26/2024JPMorgan Chase & Co.1,128,835$66.84M0.0%+135.8%0.548%
12/16/2024SMART Wealth LLC95,355$5.65M2.2%+21.4%0.046%
12/13/2024B. Riley Wealth Advisors Inc.39,821$2.35M0.1%-13.1%0.019%
11/25/2024Synovus Financial Corp8,612$510K0.0%+56.9%0.004%
11/25/2024Wilmington Savings Fund Society FSB1,750$104K0.0%N/A0.001%
11/25/2024World Investment Advisors LLC103,969$6.16M0.1%+54.9%0.050%
11/25/2024Sanctuary Advisors LLC227,479$14.50M0.1%+4.2%0.110%
11/25/2024Pine Valley Investments Ltd Liability Co229,330$13.58M0.8%+2.9%0.111%
11/19/2024Invst LLC117,772$6.97M0.8%-17.4%0.057%
11/18/2024Asset Allocation Strategies LLC102,622$6.08M1.7%-32.5%0.050%
11/18/2024Sunbelt Securities Inc.7,628$452K0.0%+29.8%0.004%
11/15/2024Frisch Financial Group Inc.4,405$261K0.1%-37.8%0.002%
11/15/2024Executive Wealth Management LLC3,881$230K0.0%N/A0.002%
11/15/2024Continuum Advisory LLC10,416$651K0.1%+108.3%0.005%
11/15/2024Y Intercept Hong Kong Ltd33,313$1.97M0.1%+298.1%0.016%
11/15/2024MML Investors Services LLC989,452$58.59M0.2%-6.2%0.480%
11/15/2024Legacy Investment Solutions LLC5,145$323K0.2%N/A0.002%
11/15/2024Orion Portfolio Solutions LLC46,897$2.78M0.1%-31.8%0.023%
11/15/2024Insigneo Advisory Services LLC22,989$1.36M0.1%+19.9%0.011%
11/15/2024Wills Financial Group Inc.4,544$269K0.1%+4.9%0.002%
11/15/2024Stifel Financial Corp1,675,769$99.22M0.1%+2.2%0.813%
11/15/2024Pinnacle Family Advisors LLC13,989$828K0.4%+3.7%0.007%
11/15/2024IHT Wealth Management LLC247,577$14.71M0.4%+22.5%0.120%
11/15/2024Integrated Wealth Concepts LLC906,653$53.68M0.7%-0.9%0.440%
11/15/2024HighTower Advisors LLC1,267,282$75.01M0.1%+47.3%0.615%
11/15/2024Hilltop Holdings Inc.5,760$341K0.0%-57.8%0.003%
11/15/2024Benjamin Edwards Inc.336,786$19.95M0.3%+5,198.7%0.163%
11/15/2024Atlas Wealth LLC20,808$1.23M0.5%+283.1%0.010%
11/14/2024Plotkin Financial Advisors LLC175,935$10.42M6.2%N/A0.085%
11/14/2024L.M. Kohn & Company52,069$3.08M0.8%-9.9%0.025%
11/14/2024Flow Traders U.S. LLC47,514$2.81M0.1%N/A0.023%
11/14/2024Arete Wealth Advisors LLC4,630$273K0.0%-12.7%0.002%
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11/14/2024Captrust Financial Advisors4,178$247K0.0%N/A0.002%
11/14/2024Rockefeller Capital Management L.P.197,317$11.68M0.0%+3.8%0.096%
11/14/2024National Wealth Management Group LLC8,041$476K0.3%+80.3%0.004%
11/14/2024CreativeOne Wealth LLC44,098$2.61M0.1%+295.6%0.021%
11/13/2024Avestar Capital LLC4,100$243K0.0%N/A0.002%
11/13/2024FMR LLC23,339$1.38M0.0%+13.8%0.011%
11/13/2024D.A. Davidson & CO.674,180$39.92M0.3%+4.5%0.327%
11/13/2024Elios Financial Group Inc.113,687$6.73M3.1%N/A0.055%
11/13/2024Capital Square LLC4,319$256K0.2%-18.3%0.002%
11/13/2024Acorn Wealth Advisors LLC3,789$224K0.1%-18.6%0.002%
(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, 596 institutional investors and hedge funds held shares of First Trust NASDAQ Rising Dividend Achievers. The most heavily invested institutionals were LPL Financial LLC ($1.20B), Morgan Stanley ($597.15M), Wells Fargo & Company MN ($411.04M), Raymond James Financial Services Advisors Inc. ($376.28M), Commonwealth Equity Services LLC ($309.72M), Ameriprise Financial Inc. ($187.01M), and Bank of America Corp DE ($177.84M).Learn more on RDVY's institutional investors.

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

Of the 518 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 ($13.24M), Global Assets Advisory LLC ($4.21M), LPL Financial LLC ($2.59M), Commonwealth Equity Services LLC ($2.57M), Raymond James Financial Services Advisors Inc. ($2.13M), Private Advisor Group LLC ($2.04M), and Cetera Investment Advisers ($1.72M).

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

Institutional investors have bought a total of 56,523,463 shares in the last 24 months. This purchase volume represents approximately $3.30B 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: International Assets Investment Management LLC ($6.80M), Advance Capital Management Inc. ($3.52M), Raymond James Financial Services Advisors Inc. ($1.35M), Cambridge Investment Research Advisors Inc. ($896.04K), UBS Group AG ($891.23K), Fifth Third Securities Inc. ($664.88K), and Advisor Group Holdings Inc. ($655.51K).

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

Institutional investors have sold a total of 32,030,287 shares in the last 24 months. This volume of shares sold represents approximately $2.12B in transactions.


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This page (NASDAQ:RDVY) was last updated on 1/20/2025 by MarketBeat.com Staff
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