First Trust NASDAQ Rising Dividend Achievers (RDVY) Institutional Ownership

$55.28
+0.52 (+0.95%)
(As of 05/9/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
359
Total
Institutional Inflows
(last 12 months)
$1.72B
Number of
Institutional Sellers
(last 12 months)
257
Total
Institutional Outflows
(last 12 months)
$738.84M
Get RDVY Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust NASDAQ Rising Dividend Achievers stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

RDVY Institutional Buying and Selling by Quarter

First Trust NASDAQ Rising Dividend Achievers Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024ProVise Management Group LLC7,279$409K0.0%+7.7%0.004%
5/9/2024Orion Portfolio Solutions LLC61,174$3.44M0.0%-3.4%0.032%
5/9/2024Blair William & Co. IL351,981$19.77M0.1%+9.3%0.186%
5/9/2024Kingsview Wealth Management LLC71,715$4.03M0.1%+0.6%0.038%
5/9/2024Delta Investment Management LLC8,921$501K0.1%N/A0.005%
5/9/2024TBH Global Asset Management LLC172,252$9.68M1.9%-8.5%0.091%
5/9/2024Koshinski Asset Management Inc.500,465$28.11M2.9%+1,707.8%0.264%
5/8/2024Cozad Asset Management Inc.73,661$4.14M0.4%+5.0%0.039%
5/8/2024Bleakley Financial Group LLC5,418$304K0.0%-18.5%0.003%
5/8/2024Avantax Advisory Services Inc.476,820$26.78M0.2%+93.0%0.252%
5/8/2024US Bancorp DE313,035$17.59M0.0%+2.5%0.165%
5/8/2024Russell Investments Group Ltd.604$34K0.0%N/A0.000%
5/8/2024 Tranquility Partners LLC14,752$829K0.3%+3.6%0.008%
5/8/2024 Thoroughbred Financial Services LLC91,428$5.14M0.5%-20.4%0.048%
5/7/2024 Capital Square LLC5,287$297K0.2%N/A0.003%
5/7/2024 Quantum Private Wealth LLC3,807$214K0.1%-17.0%0.002%
5/7/2024 Concurrent Investment Advisors LLC203,205$11.41M0.5%+18.5%0.107%
5/7/2024 Atomi Financial Group Inc.11,108$624K0.1%N/A0.006%
5/7/2024 Oppenheimer & Co. Inc.107,542$6.04M0.1%-3.0%0.057%
5/7/2024 PFG Advisors185,857$10.44M0.8%-2.3%0.098%
5/6/2024 Envestnet Portfolio Solutions Inc.218,413$12.27M0.0%+14.1%0.115%
5/6/2024 VitalStone Financial LLC6,331$356K0.3%+49.6%0.003%
5/6/2024 Advisory Alpha LLC182,539$10.25M0.4%-10.5%0.096%
5/4/2024 Geneos Wealth Management Inc.96,403$5.42M0.2%+8.8%0.051%
5/4/2024 Csenge Advisory Group1,021,905$57.40M3.2%+4.0%0.541%
5/3/2024 Avidian Wealth Solutions LLC17,594$988K0.0%-84.9%0.009%
5/3/2024 TFB Advisors LLC28,693$1.53M0.6%+1.2%0.015%
5/3/2024 WealthTrust Asset Management LLC6,293$353K0.3%+16.0%0.003%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors52,024$2.92M0.3%+87.3%0.028%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.15,053$846K0.4%-2.9%0.008%
5/3/2024 Integrity Financial Corp WA67,553$3.79M2.6%N/A0.036%
5/2/2024 Mutual Advisors LLC43,994$2.47M0.1%-15.5%0.023%
5/2/2024 FinTrust Capital Advisors LLC4,856$273K0.1%+9.0%0.003%
5/2/2024 Lincoln National Corp56,551$3.18M0.0%-2.6%0.030%
5/2/2024 Moloney Securities Asset Management LLC15,923$894K0.1%-3.8%0.008%
5/1/2024 StoneX Group Inc.140,742$7.91M0.9%-5.4%0.075%
5/1/2024 Janney Montgomery Scott LLC596,817$33.52M0.1%-1.6%0.316%
5/1/2024 BNP Paribas Financial Markets496$28K0.0%+24,700.0%0.000%
5/1/2024 Alta Wealth Advisors LLC7,811$439K0.2%-17.9%0.004%
5/1/2024 Mirae Asset Global Investments Co. Ltd.95,090$5.34M0.0%-0.3%0.050%
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (Ad)

If you think AI is big, then you have got to check out something I call Imperium… By my calculations, it’s set to grow 320,000% in three years. (You can see my calculations here.)

Watch my video for all of the details
5/1/2024 Concourse Financial Group Securities Inc.34,741$1.95M0.1%-3.4%0.018%
5/1/2024 ORBA Wealth Advisors L.L.C.87,181$4.90M2.7%-1.3%0.046%
5/1/2024 Stegent Equity Advisors Inc.13,559$762K0.8%-14.7%0.007%
5/1/2024 Flynn Zito Capital Management LLC18,913$1.06M0.5%+79.3%0.010%
5/1/2024 Lineweaver Wealth Advisors LLC58,461$3.28M0.8%-2.6%0.031%
4/30/2024 Private Advisor Group LLC1,551,985$87.18M0.6%+9.9%0.822%
4/30/2024 Consolidated Portfolio Review Corp109,427$6.15M1.6%-4.1%0.058%
4/30/2024 J.W. Cole Advisors Inc.67,669$3.80M0.2%+12.0%0.036%
4/30/2024 Curtis Advisory Group LLC19,583$1.10M0.4%+1.0%0.010%
4/30/2024 Hartline Investment Corp26,205$1.47M0.3%N/A0.014%
4/30/2024 Saxony Capital Management LLC4,113$231K0.3%N/A0.002%
4/30/2024 BlueChip Wealth Advisors LLC75,622$4.25M2.7%+4.2%0.040%
4/30/2024 Woodward Diversified Capital LLC22,827$1.28M0.8%+1.5%0.012%
4/30/2024 WealthBridge Capital Management LLC7,136$401K0.1%+79.2%0.004%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.68,750$3.86M0.1%+16.2%0.036%
4/30/2024 Arkadios Wealth Advisors71,084$3.99M0.3%-3.0%0.038%
4/30/2024 Mayflower Financial Advisors LLC17,963$1.01M0.1%-10.0%0.010%
4/30/2024 SkyOak Wealth LLC3,783$212K0.1%N/A0.002%
4/29/2024Commonwealth Equity Services LLC4,424,371$248.52M0.4%+10.9%2.342%
4/29/2024 Benjamin F. Edwards & Company Inc.344,306$19.34M0.4%+9.5%0.182%
4/29/2024 Horizon Advisory Services Inc.481,560$27.05M12.6%N/A0.255%
4/29/2024 Onyx Bridge Wealth Group LLC16,228$880K0.2%-3.7%0.009%
4/26/2024 Pinnacle Associates Ltd.179,643$10.09M0.2%+2.4%0.095%
4/26/2024 Trueblood Wealth Management LLC5,850$329K0.2%-25.9%0.003%
4/26/2024 Cottonwood Capital Advisors LLC124,007$6.65M5.2%-3.8%0.066%
4/26/2024 Bellevue Asset Management LLC128,546$7.22M4.1%+4.3%0.068%
4/26/2024 SFG Wealth Management LLC.8,477$476K0.3%+7.7%0.005%
4/26/2024 Clear Creek Financial Management LLC13,350$750K0.1%+7.5%0.007%
4/26/2024 LifePro Asset Management6,005$337K0.2%-38.9%0.003%
4/26/2024 AJ Advisors LLC152,372$8.56M4.7%+5.1%0.081%
4/25/2024 Fee Only Financial Planning L.C.5,135$288K0.2%-10.9%0.003%
4/25/2024 Triumph Capital Management96,409$5.38M2.2%+4.0%0.051%
4/25/2024 L.M. Kohn & Company58,346$3.28M0.9%+49.5%0.031%
4/25/2024 MTM Investment Management LLC36,769$2.07M0.9%-2.2%0.020%
4/25/2024 Eudaimonia Partners LLC50,790$2.85M0.7%+211.4%0.027%
4/25/2024 Eudaimonia Advisors LLC14,621$821K0.4%-6.0%0.008%
4/25/2024 Presidio Capital Management LLC76,386$4.29M3.1%N/A0.041%
4/25/2024 IAG Wealth Partners LLC1,800$101K0.0%+12.5%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.1,876,091$105.38M0.4%+10.2%0.999%
4/24/2024 Private Trust Co. NA19,072$1.07M0.1%-15.4%0.010%
4/24/2024 Krilogy Financial LLC11,481$645K0.0%N/A0.006%
4/24/2024 CENTRAL TRUST Co650$37K0.0%-62.9%0.000%
4/24/2024 Pitti Group Wealth Management LLC25,390$1.39M1.5%-2.0%0.014%
4/24/2024 Simplicity Wealth LLC18,208$1.02M0.0%N/A0.010%
4/24/2024 NBT Bank N A NY15,549$873K0.1%-7.0%0.008%
4/24/2024 Spire 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%
The A.I. story nobody is telling you (Read ASAP) (Ad)

There's been a lot of buzz surrounding A.I. over the past year... Most of it is just hype and speculation. But there's one recent A.I. development you NEED to hear about...

Click here to see Louis' new video for yourself.
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%
(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, 564 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), Commonwealth Equity Services LLC ($248.52M), Global Assets Advisory LLC ($236.81M), 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 509 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), Private Advisor Group LLC ($2.52M), Raymond James Financial Services Advisors Inc. ($2.35M), Commonwealth Equity Services LLC ($1.78M), Raymond James & Associates ($1.56M), and LPL Financial LLC ($1.51M).

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

Institutional investors have bought a total of 55,886,463 shares in the last 24 months. This purchase volume represents approximately $3.95B in transactions.

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

Of the 378 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 32,145,348 shares in the last 24 months. This volume of shares sold represents approximately $2.36B in transactions.


This page (NASDAQ:RDVY) was last updated on 5/9/2024 by MarketBeat.com Staff

From Our Partners