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First Trust NASDAQ Rising Dividend Achievers (RDVY) Institutional Ownership

First Trust NASDAQ Rising Dividend Achievers logo
$59.29 +0.64 (+1.09%)
(As of 12/20/2024 05:31 PM 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)
387
Total
Institutional Inflows
(last 12 months)
$2.22B
Number of
Institutional Sellers
(last 12 months)
252
Total
Institutional Outflows
(last 12 months)
$516.14M
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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
12/16/2024 SMART Wealth LLC95,355$5.65M2.2%+21.4%0.046%
12/13/2024 B. Riley Wealth Advisors Inc.39,821$2.35M0.1%-13.1%0.019%
11/25/2024 Synovus Financial Corp8,612$510K0.0%+56.9%0.004%
11/25/2024 Wilmington Savings Fund Society FSB1,750$104K0.0%N/A0.001%
11/25/2024 World Investment Advisors LLC103,969$6.16M0.1%+54.9%0.050%
11/25/2024 Sanctuary Advisors LLC227,479$14.50M0.1%+4.2%0.110%
11/25/2024 Pine Valley Investments Ltd Liability Co229,330$13.58M0.8%+2.9%0.111%
11/19/2024 Invst LLC117,772$6.97M0.8%-17.4%0.057%
11/18/2024 Asset Allocation Strategies LLC102,622$6.08M1.7%-32.5%0.050%
11/18/2024 Sunbelt Securities Inc.7,628$452K0.0%+29.8%0.004%
11/15/2024 Frisch Financial Group Inc.4,405$261K0.1%-37.8%0.002%
11/15/2024 Executive Wealth Management LLC3,881$230K0.0%N/A0.002%
11/15/2024 Continuum Advisory LLC10,416$651K0.1%+108.3%0.005%
11/15/2024 Y Intercept Hong Kong Ltd33,313$1.97M0.1%+298.1%0.016%
11/15/2024 MML Investors Services LLC989,452$58.59M0.2%-6.2%0.480%
11/15/2024 Legacy Investment Solutions LLC5,145$323K0.2%N/A0.002%
11/15/2024 Orion Portfolio Solutions LLC46,897$2.78M0.1%-31.8%0.023%
11/15/2024 Insigneo Advisory Services LLC22,989$1.36M0.1%+19.9%0.011%
11/15/2024 Wills Financial Group Inc.4,544$269K0.1%+4.9%0.002%
11/15/2024 Stifel Financial Corp1,675,769$99.22M0.1%+2.2%0.813%
11/15/2024 Pinnacle Family Advisors LLC13,989$828K0.4%+3.7%0.007%
11/15/2024 IHT Wealth Management LLC247,577$14.71M0.4%+22.5%0.120%
11/15/2024 Integrated Wealth Concepts LLC906,653$53.68M0.7%-0.9%0.440%
11/15/2024 HighTower Advisors LLC1,267,282$75.01M0.1%+47.3%0.615%
11/15/2024 Hilltop Holdings Inc.5,760$341K0.0%-57.8%0.003%
11/15/2024 Benjamin Edwards Inc.336,786$19.95M0.3%+5,198.7%0.163%
11/15/2024 Atlas Wealth LLC20,808$1.23M0.5%+283.1%0.010%
11/14/2024 Plotkin Financial Advisors LLC175,935$10.42M6.2%N/A0.085%
11/14/2024 L.M. Kohn & Company52,069$3.08M0.8%-9.9%0.025%
11/14/2024 Flow Traders U.S. LLC47,514$2.81M0.1%N/A0.023%
11/14/2024 Arete Wealth Advisors LLC4,630$273K0.0%-12.7%0.002%
11/14/2024 Captrust Financial Advisors4,178$247K0.0%N/A0.002%
11/14/2024 Rockefeller Capital Management L.P.197,317$11.68M0.0%+3.8%0.096%
11/14/2024 National Wealth Management Group LLC8,041$476K0.3%+80.3%0.004%
11/14/2024 CreativeOne Wealth LLC44,098$2.61M0.1%+295.6%0.021%
11/13/2024 Avestar Capital LLC4,100$243K0.0%N/A0.002%
11/13/2024 FMR LLC23,339$1.38M0.0%+13.8%0.011%
11/13/2024 D.A. Davidson & CO.674,180$39.92M0.3%+4.5%0.327%
11/13/2024 Elios Financial Group Inc.113,687$6.73M3.1%N/A0.055%
11/13/2024 Capital Square LLC4,319$256K0.2%-18.3%0.002%
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11/13/2024 Acorn Wealth Advisors LLC3,789$224K0.1%-18.6%0.002%
11/13/2024 Private Trust Co. NA20,883$1.24M0.1%+6.9%0.010%
11/13/2024Fisher Asset Management LLC4,183$248K0.0%N/A0.002%
11/13/2024 Gentry Private Wealth LLC3,546$210K0.2%N/A0.002%
11/12/2024 Centaurus Financial Inc.6,151$364K0.0%-18.6%0.003%
11/12/2024 Crewe Advisors LLC1,635$97K0.0%+12.5%0.001%
11/12/2024Larson Financial Group LLC28,457$1.69M0.1%+15.5%0.014%
11/12/2024 Family Capital Management Inc.20,414$1.21M0.8%-2.4%0.010%
11/12/2024 StoneX Group Inc.132,952$7.87M0.7%-2.6%0.064%
11/12/2024 Cerity Partners LLC13,415$794K0.0%-27.8%0.007%
11/12/2024 Kingsview Wealth Management LLC75,996$4.50M0.1%+6.1%0.037%
11/12/2024 Great Valley Advisor Group Inc.36,036$2.13M0.1%+2.5%0.017%
11/12/2024 Certified Advisory Corp47,775$2.83M0.3%+13.1%0.023%
11/12/2024 Flagstar Advisors Inc.58,423$3.46M0.9%+4.9%0.028%
11/12/2024 Nwam LLC4,683$277K0.0%N/A0.002%
11/12/2024 Covenant Asset Management LLC4,459$264K0.0%N/A0.002%
11/12/2024 Citigroup Inc.300,031$17.77M0.0%+7.3%0.146%
11/12/2024 Raymond James Trust N.A.51,209$3.03M0.1%-1.4%0.025%
11/12/2024 Concorde Asset Management LLC4,829$286K0.2%-20.3%0.002%
11/12/2024 L & S Advisors Inc19,350$1.15M0.1%+1.0%0.009%
11/9/2024 LPL Financial LLC20,326,430$1.20B0.5%+4.9%9.860%
11/8/2024 Moors & Cabot Inc.4,575$271K0.0%N/A0.002%
11/8/2024 Stonebridge Financial Planning Group LLC18,336$1.09M0.5%+4.0%0.009%
11/8/2024 Darwin Wealth Management LLC25,555$1.51M0.4%N/A0.012%
11/8/2024 First Horizon Advisors Inc.184,136$10.90M0.3%-6.4%0.089%
11/8/2024 Strategy Asset Managers LLC6,429$381K0.1%+22.9%0.003%
11/8/2024 Avior Wealth Management LLC24,262$1.44M0.1%-17.4%0.012%
11/8/2024 PNC Financial Services Group Inc.1,114,743$66.00M0.0%+12.2%0.541%
11/7/2024 Prospera Financial Services Inc890,380$52.74M1.3%+3.1%0.432%
11/7/2024 Spectrum Wealth Advisory Group LLC209,292$12.39M6.9%N/A0.102%
11/7/2024 MidAtlantic Capital Management Inc.1,945$115K0.1%N/A0.001%
11/7/2024 Tidemark LLC21,885$1.30M0.5%-21.5%0.011%
11/7/2024 MAI Capital Management14,715$871K0.0%+22.0%0.007%
11/7/2024 Thrivent Financial for Lutherans68,390$4.05M0.0%-3.7%0.033%
11/7/2024 Claro Advisors LLC62,771$3.72M0.5%+29.3%0.030%
11/6/2024 1776 Wealth LLC6,785$402K0.2%-8.2%0.003%
11/6/2024 SRS Capital Advisors Inc.310,484$18.38M1.6%+24.7%0.151%
11/6/2024 KPP Advisory Services LLC5,564$329K0.1%-65.4%0.003%
11/6/2024 Signature Estate & Investment Advisors LLC17,875$1.06M0.0%-5.1%0.009%
11/6/2024 Traction Financial Partners LLC204,634$12.12M9.5%-11.1%0.099%
11/6/2024 Main Street Financial Solutions LLC55,847$3.31M0.3%-3.6%0.027%
11/6/2024 Schrum Private Wealth Management LLC4,476$265K0.1%N/A0.002%
11/6/2024 Kovack Advisors Inc.108,919$6.45M0.7%+2.8%0.053%
11/6/2024 Oppenheimer & Co. Inc.117,878$6.98M0.1%+7.1%0.057%
11/5/2024 Aptus Capital Advisors LLC488,628$28.93M0.4%+3.8%0.237%
11/5/2024 First Heartland Consultants Inc.339,475$20.10M2.2%+71.9%0.165%
11/5/2024 Ashton Thomas Private Wealth LLC16,814$996K0.1%+31.6%0.008%
11/5/2024 Proactive Wealth Strategies LLC62,554$3.70M2.1%N/A0.030%
11/5/2024 Platform Technology Partners15,466$916K0.3%+21.9%0.008%
11/5/2024 Harbour Investments Inc.529,708$31.36M0.9%-2.4%0.257%
Did You See Trump’s Bombshell Exec. Order 001? (Ad)

Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."

I put all the details together for you here — but please hurry. 
11/5/2024 Apollon Wealth Management LLC18,762$1.11M0.0%+1.8%0.009%
11/5/2024 Opinicus Capital Inc.18,936$1.12M0.9%-0.9%0.009%
11/5/2024 Nations Financial Group Inc. IA ADV43,044$2.55M0.2%+25.4%0.021%
11/4/2024 tru Independence LLC148,061$8.77M2.6%+8.4%0.072%
11/4/2024 Venturi Wealth Management LLC1,767$105K0.0%N/A0.001%
11/4/2024 Jaffetilchin Investment Partners LLC282,970$16.76M1.3%-3.1%0.137%
11/4/2024 Cottonwood Capital Advisors LLC102,643$6.08M4.5%-7.1%0.050%
11/4/2024 Arvest Investments Inc.51,686$3.06M0.5%+12.3%0.025%
11/4/2024 Tyler Stone Wealth Management4,297$254K0.0%+100.7%0.002%
11/4/2024 Mayflower Financial Advisors LLC17,642$1.05M0.2%-1.8%0.009%
(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, 594 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), International Assets Investment Management LLC ($402.82M), Raymond James Financial Services Advisors Inc. ($376.28M), Commonwealth Equity Services LLC ($309.72M), 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 513 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 55,438,292 shares in the last 24 months. This purchase volume represents approximately $3.24B in transactions.

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

Of the 385 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. ($3.52M), 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), Advisor Group Holdings Inc. ($655.51K), and Bank of America Corp DE ($635.53K).

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

Institutional investors have sold a total of 26,033,678 shares in the last 24 months. This volume of shares sold represents approximately $1.79B in transactions.


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This page (NASDAQ:RDVY) was last updated on 12/21/2024 by MarketBeat.com Staff
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