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First Trust NASDAQ Rising Dividend Achievers (RDVY) Institutional Ownership

First Trust NASDAQ Rising Dividend Achievers logo
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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)
484
Total
Institutional Inflows
(last 12 months)
$2.84B
Number of
Institutional Sellers
(last 12 months)
257
Total
Institutional Outflows
(last 12 months)
$712.40M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Simplicity Wealth LLC19,172$1.12M0.1%+308.2%0.008%
4/15/2025Wealthcare Advisory Partners LLC112,263$6.57M0.2%+28.4%0.049%
4/14/2025Regatta Capital Group LLC22,522$1.32M0.3%+1.0%0.010%
4/14/2025Farther Finance Advisors LLC56,547$3.32M0.1%+289.5%0.025%
4/14/2025City Holding Co.115,221$6.75M0.9%+11.2%0.050%
4/14/2025Daymark Wealth Partners LLC95,535$5.59M0.2%+0.8%0.042%
4/14/2025Park Avenue Securities LLC26,047$1.53M0.0%+120.2%0.011%
4/14/2025KMG Fiduciary Partners LLC172,847$10.12M0.8%+12.5%0.075%
4/14/2025Miracle Mile Advisors LLC10,588$620K0.0%N/A0.005%
4/14/2025Whitaker 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%
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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%
3/17/2025Wealth Enhancement Advisory Services LLC262,407$15.52M0.0%+75.8%0.120%
3/17/2025Members 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%
2/25/2025Leigh Baldwin & CO. LLC37,873$2.24M1.2%N/A0.017%
2/25/2025B. Riley Wealth Advisors Inc.40,265$2.38M0.1%+1.1%0.018%
2/25/2025Armis Advisers LLC23,072$1.36M0.2%N/A0.011%
2/25/2025Integrated Advisors Network LLC8,846$523K0.0%-2.4%0.004%
2/24/2025Liberty Square Wealth Partners LLC273,995$17.16M6.3%N/A0.126%
2/24/2025Great Valley Advisor Group Inc.42,387$2.51M0.1%+17.6%0.019%
2/24/2025Ameriflex Group Inc.35,191$2.20M1.0%N/A0.016%
2/24/2025United Advisor Group LLC139,308$8.24M1.6%+3.9%0.063%
2/20/2025Michels Family Financial LLC9,933$587K0.5%N/A0.005%
2/19/2025Richmond Investment Services LLC21,873$1.29M0.7%N/A0.010%
2/19/2025Invst LLC117,221$6.93M0.8%-0.5%0.054%
2/19/2025WCG Wealth Advisors LLC18,837$1.11M0.1%-9.6%0.009%
2/18/2025Western Wealth Management LLC6,044$357K0.1%-98.2%0.003%
2/18/2025Breakthru Advisory Services LLC202,555$11.98M10.8%N/A0.093%
2/18/2025Sunbelt Securities Inc.13,476$795K0.1%+76.7%0.006%
2/18/2025Stonebridge Financial Planning Group LLC19,938$1.18M0.5%+8.7%0.009%
2/18/2025Novem Group17,866$1.06M0.2%N/A0.008%
2/18/2025Focus Partners Advisor Solutions LLC5,798$343K0.0%-45.2%0.003%
2/18/2025First Heartland Consultants Inc.384,890$22.76M2.2%+13.4%0.176%
2/18/2025Continuum Advisory LLC10,589$626K0.1%+1.7%0.005%
2/18/2025Mpwm Advisory Solutions LLC4,828$286K0.2%N/A0.002%
2/17/2025US Financial Advisors LLC200,186$11.84M3.6%+1.9%0.092%
2/17/2025Weitzel Financial Services Inc.148,024$8.84M4.2%-0.3%0.068%
2/17/2025Visionary Wealth Advisors50,965$3.01M0.2%+8.4%0.023%
2/17/2025Snowden Capital Advisors LLC33,488$1.98M0.1%-37.8%0.015%
2/17/2025Royal Bank of Canada3,403,022$201.26M0.0%+11.3%1.560%
2/17/2025Leigh Baldwin & CO. LLC2,239,835$132.46M0.7%N/A1.027%
2/17/2025Guardian Wealth Advisors LLC NC497,495$29.42M2.3%+3.1%0.228%
2/17/2025Global Assets Advisory LLC73,106$4.31M2.4%-1.7%0.034%
2/17/2025Focus Partners Wealth45,607$2.77M0.0%+6.0%0.021%
2/17/2025Family Management Corp55,995$3.31M0.5%+2.4%0.026%
2/17/2025Clark Capital Management Group Inc.6,846$405K0.0%+7.0%0.003%
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2/17/2025EP Wealth Advisors LLC2,634$156K0.0%N/A0.001%
2/17/2025EPG Wealth Management LLC36,455$2.16M0.6%-6.3%0.017%
2/17/2025CoreCap Advisors LLC3,422$202K0.0%-84.3%0.002%
2/17/2025Cresset Asset Management LLC21,770$1.29M0.0%+15.8%0.010%
2/17/2025Cambridge Investment Research Advisors Inc.2,257,151$133.49M0.4%+8.1%1.035%
2/17/2025Cetera Investment Advisers2,460,298$145.50M0.3%-2.3%1.128%
2/17/2025Cahill Financial Advisors Inc.14,488$857K0.1%N/A0.007%
2/17/2025Captrust Financial Advisors5,097$301K0.0%+22.0%0.002%
2/17/2025Citadel Advisors LLC52,401$3.10M0.0%+38.8%0.024%
2/17/2025Cary Street Partners Financial LLC26,948$1.59M0.1%N/A0.012%
(Data available from 1/1/2016 forward)

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RDVY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RDVY shares?

During the previous two years, 685 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 609 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 77,734,489 shares in the last 24 months. This purchase volume represents approximately $4.46B in transactions.

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

Of the 389 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 25,740,934 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 4/15/2025 by MarketBeat.com Staff
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