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First Trust NASDAQ Rising Dividend Achievers (RDVY) Institutional Ownership

First Trust NASDAQ Rising Dividend Achievers logo
$59.71 +1.13 (+1.93%)
Closing price 03/24/2025 04:00 PM Eastern
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$59.67 -0.04 (-0.07%)
As of 08:13 AM Eastern
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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)
479
Total
Institutional Inflows
(last 12 months)
$3.02B
Number of
Institutional Sellers
(last 12 months)
255
Total
Institutional Outflows
(last 12 months)
$828.23M
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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
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%
3/17/2025 Wealth 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%
3/12/2025 Centaurus Financial Inc.2,971$176K0.0%-51.7%0.001%
3/6/2025 Plotkin 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%
2/28/2025 Park Square Financial Group LLC75,306$4.45M3.1%N/A0.035%
2/27/2025 REAP Financial Group LLC10,073$596K0.1%-9.6%0.005%
2/27/2025 ABLE Financial Group LLC278,575$16.48M4.9%-7.8%0.128%
2/26/2025 Advisor Resource Council5,070$300K0.2%N/A0.002%
2/25/2025 Leigh Baldwin & CO. LLC37,873$2.24M1.2%N/A0.017%
2/25/2025 B. Riley Wealth Advisors Inc.40,265$2.38M0.1%+1.1%0.018%
2/25/2025 Armis Advisers LLC23,072$1.36M0.2%N/A0.011%
2/25/2025 Integrated Advisors Network LLC8,846$523K0.0%-2.4%0.004%
2/24/2025 Liberty Square Wealth Partners LLC273,995$17.16M6.3%N/A0.126%
2/24/2025 Great Valley Advisor Group Inc.42,387$2.51M0.1%+17.6%0.019%
2/24/2025 Ameriflex Group Inc.35,191$2.20M1.0%N/A0.016%
2/24/2025 United Advisor Group LLC139,308$8.24M1.6%+3.9%0.063%
2/20/2025 Michels Family Financial LLC9,933$587K0.5%N/A0.005%
2/19/2025 Richmond Investment Services LLC21,873$1.29M0.7%N/A0.010%
2/19/2025 Invst LLC117,221$6.93M0.8%-0.5%0.054%
2/19/2025 WCG Wealth Advisors LLC18,837$1.11M0.1%-9.6%0.009%
2/18/2025 Western Wealth Management LLC6,044$357K0.1%-98.2%0.003%
2/18/2025 Breakthru Advisory Services LLC202,555$11.98M10.8%N/A0.093%
2/18/2025 Sunbelt Securities Inc.13,476$795K0.1%+76.7%0.006%
2/18/2025 Stonebridge Financial Planning Group LLC19,938$1.18M0.5%+8.7%0.009%
2/18/2025 Novem Group17,866$1.06M0.2%N/A0.008%
2/18/2025 Focus Partners Advisor Solutions LLC5,798$343K0.0%-45.2%0.003%
2/18/2025 First Heartland Consultants Inc.384,890$22.76M2.2%+13.4%0.176%
2/18/2025 Continuum Advisory LLC10,589$626K0.1%+1.7%0.005%
2/18/2025 Mpwm Advisory Solutions LLC4,828$286K0.2%N/A0.002%
2/17/2025 US Financial Advisors LLC200,186$11.84M3.6%+1.9%0.092%
2/17/2025 Weitzel Financial Services Inc.148,024$8.84M4.2%-0.3%0.068%
2/17/2025 Visionary Wealth Advisors50,965$3.01M0.2%+8.4%0.023%
2/17/2025 Snowden Capital Advisors LLC33,488$1.98M0.1%-37.8%0.015%
2/17/2025 Royal Bank of Canada3,403,022$201.26M0.0%+11.3%1.560%
2/17/2025 Leigh Baldwin & CO. LLC2,239,835$132.46M0.7%N/A1.027%
2/17/2025 Guardian Wealth Advisors LLC NC497,495$29.42M2.3%+3.1%0.228%
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2/17/2025 Global Assets Advisory LLC73,106$4.31M2.4%-1.7%0.034%
2/17/2025 Focus Partners Wealth45,607$2.77M0.0%+6.0%0.021%
2/17/2025 Family Management Corp55,995$3.31M0.5%+2.4%0.026%
2/17/2025 Clark Capital Management Group Inc.6,846$405K0.0%+7.0%0.003%
2/17/2025 EP Wealth Advisors LLC2,634$156K0.0%N/A0.001%
2/17/2025 EPG Wealth Management LLC36,455$2.16M0.6%-6.3%0.017%
2/17/2025 CoreCap Advisors LLC3,422$202K0.0%-84.3%0.002%
2/17/2025 Cresset Asset Management LLC21,770$1.29M0.0%+15.8%0.010%
2/17/2025 Cambridge Investment Research Advisors Inc.2,257,151$133.49M0.4%+8.1%1.035%
2/17/2025 Cetera Investment Advisers2,460,298$145.50M0.3%-2.3%1.128%
2/17/2025 Cahill Financial Advisors Inc.14,488$857K0.1%N/A0.007%
2/17/2025 Captrust Financial Advisors5,097$301K0.0%+22.0%0.002%
2/17/2025 Citadel Advisors LLC52,401$3.10M0.0%+38.8%0.024%
2/17/2025 Cary Street Partners Financial LLC26,948$1.59M0.1%N/A0.012%
2/17/2025 Baird Financial Group Inc.924,983$54.70M0.1%-0.5%0.424%
2/17/2025 Beck Bode LLC39,713$2.35M0.4%-35.2%0.018%
2/17/2025 Bank of America Corp DE5,572,635$329.57M0.0%+2.8%2.554%
2/17/2025 Benjamin Edwards Inc.332,591$19.67M0.3%-1.2%0.152%
2/17/2025 BNP Paribas Financial Markets118,020$6.98M0.0%N/A0.054%
2/17/2025 Ameriprise Financial Inc.6,135,682$362.83M0.1%+30.0%2.813%
2/17/2025 Aptus Capital Advisors LLC503,604$29.78M0.3%+3.1%0.231%
2/14/2025 Gallagher Fiduciary Advisors LLC40,637$2.40M0.5%+1.9%0.019%
2/14/2025 Mercer Global Advisors Inc. ADV34,657$2.05M0.0%-42.5%0.016%
2/14/2025 Jane Street Group LLC15,803$935K0.0%N/A0.007%
2/14/2025 Bison Wealth LLC5,022$297K0.1%-6.5%0.002%
2/14/2025 Triumph Capital Management116,915$6.91M2.4%+7.6%0.054%
2/14/2025 Comerica Bank113,398$6.71M0.0%+11.5%0.052%
2/14/2025 Owen LaRue LLC30,138$1.78M0.9%+30.7%0.014%
2/14/2025 Lido Advisors LLC3,709$219K0.0%N/A0.002%
2/14/2025 Beacon Pointe Advisors LLC17,605$1.04M0.0%+58.0%0.008%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.647$38K0.0%N/A0.000%
2/14/2025 Betterment LLC35,869$2.12M0.0%+77.2%0.016%
2/14/2025 Prosperity Consulting Group LLC13,401$793K0.1%+12.2%0.006%
2/14/2025 Wills Financial Group Inc.8,335$493K0.2%+83.4%0.004%
2/14/2025 Capital Analysts LLC13,357$790K0.0%+35.7%0.006%
2/14/2025 Topsail Wealth Management LLC15,982$945K0.2%N/A0.007%
2/14/2025 Integrated Wealth Concepts LLC914,721$54.10M0.6%+0.9%0.419%
2/14/2025 Coppell Advisory Solutions LLC24,646$1.45M0.2%+3.8%0.011%
2/14/2025 MGO One Seven LLC39,904$2.36M0.1%+12.1%0.018%
2/14/2025 Harvest Investment Services LLC68,820$4.07M1.0%+4.4%0.032%
2/14/2025 Susquehanna International Group LLP77,703$4.60M0.0%N/A0.036%
2/14/2025 IHT Wealth Management LLC235,786$13.94M0.4%-4.8%0.108%
2/14/2025 Stifel Financial Corp1,759,159$104.04M0.1%+5.0%0.806%
2/14/2025 OneDigital Investment Advisors LLC115,512$6.83M0.1%+20.8%0.053%
2/14/2025 MML Investors Services LLC1,017,213$60.16M0.2%+2.8%0.466%
2/14/2025 Mach 1 Financial Group LLC12,831$759K1.4%-90.4%0.006%
2/14/2025 First Trust Advisors LP14,968$885K0.0%N/A0.007%
2/14/2025 Frederick Financial Consultants LLC102,939$6.09M4.9%N/A0.047%
2/14/2025 GeoWealth Management LLC3,185$188K0.0%-48.8%0.001%
2/14/2025 Concourse Financial Group Securities Inc.44,355$2.78M0.2%+4.8%0.020%
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2/13/2025 Capital Square LLC4,866$304K0.2%+12.7%0.002%
2/13/2025 Garden State Investment Advisory Services LLC4,970$294K0.1%N/A0.002%
2/13/2025 NewEdge Advisors LLC798,960$47.25M0.3%+4.9%0.366%
2/13/2025 Insigneo Advisory Services LLC21,512$1.27M0.1%-6.4%0.010%
2/13/2025 Main Street Financial Solutions LLC56,476$3.34M0.3%+1.1%0.026%
2/13/2025 Integrity Wealth Advisors Inc.181,090$10.71M7.8%N/A0.083%
2/13/2025 Dagco Inc.18,687$1.11M0.4%+59.7%0.009%
2/13/2025 LaSalle St. Investment Advisors LLC18,712$1.11M0.3%+100.1%0.009%
2/13/2025 CreativeOne Wealth LLC48,199$2.85M0.1%+9.3%0.022%
2/13/2025 Mariner LLC450,952$26.67M0.0%+17.4%0.207%
(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, 684 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 605 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 76,983,875 shares in the last 24 months. This purchase volume represents approximately $4.43B in transactions.

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

Of the 388 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), Raymond James Financial Services Advisors Inc. ($591.86K), IFP Advisors Inc ($588.93K), and Koshinski Asset Management Inc. ($549.20K).

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

Institutional investors have sold a total of 26,371,976 shares in the last 24 months. This volume of shares sold represents approximately $1.58B in transactions.


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This page (NASDAQ:RDVY) was last updated on 3/25/2025 by MarketBeat.com Staff
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