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Get Institutions for : 
First Trust Nasdaq Rising Dividend Achievers (RDVY)  
$54.24 0.03 (0.06%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 470    22
Total shares held : 
 123,585,121  
% of shares held : 
 11.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   39  
Amount of shares held : 
 4,274,639  
% of shares held change : 
   0.39%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $45.50  
Last Quarter's Ending Price : 
 $51.67  
Last Quarter's Average Price : 
 $47.27  
Change from last quarter's     
avg. price to the last closing  : 
6.97 (14.75%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
45
 753,162
 0.61%
 
Increased Positions :
193
 9,075,669
 7.34%
 
Unchanged Positions :
56
 953,657
 0.77%
 
Decreased Positions :
176
-5,326,687
-4.31%
 
Closed Positions :
23
-227,505
-0.18%
 
Guru Positions :
1
5,310
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 31 - 2023-12-31 16,821,225 $869,153,000 688,801
   MORGAN STANLEY 295 - 2023-12-31 13,046,613 $674,119,000 51,024
   WELLS FARGO & CO/MN 173 - 2023-12-31 7,955,014 $411,036,000 79,637
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 41 - 2023-12-31 5,803,282 $299,856,000 557,879
   AMERIPRISE FINANCIAL INC 303 - 2023-12-31 4,144,975 $214,186,000 74,524
   BANK OF AMERICA CORP /DE/ 541 - 2023-12-31 4,062,007 $209,884,000 554,217
   COMMONWEALTH EQUITY SERVICES LLC. 44 - 2023-12-31 3,989,267 $206,125,000 933,923
   Advisor Group Holdings Inc. 56 - 2023-12-31 3,622,720 $187,215,000 -778,833
   UBS Group AG 268 - 2023-12-31 3,308,929 $170,972,000 -302,438
   ENVESTNET ASSET MANAGEMENT INC 296 - 2023-12-31 2,919,944 $150,873,000 78,257
   RAYMOND JAMES & ASSOCIATES 172 - 2023-12-31 2,705,873 $139,812,000 250,954
   ROYAL BANK OF CANADA 397 - 2023-12-31 2,526,060 $130,521,000 -29,124
   Kestra Advisory Services LLC 13 - 2023-12-31 2,165,333 $111,883,000 324,217
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 43 - 2023-12-31 1,701,912 $87,938,000 -185,505
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 103 - 2023-12-31 1,615,947 $83,496,000 360,168
   Global Assets Advisory LLC 4 - 2024-03-31 4,216,002 $75,515,000 4,138,153
   Private Advisor Group LLC 30 - 2023-12-31 1,412,744 $72,996,000 137,015
   STIFEL FINANCIAL CORP 241 - 2023-12-31 1,203,106 $62,164,000 84,893
   Fifth Third Securities Inc. 1 - 2024-03-31 953,549 $53,561,000 -51,636
   Csenge Advisory Group 6 - 2023-12-31 982,731 $50,778,000 13,084
   PNC FINANCIAL SERVICES GROUP INC 267 - 2023-12-31 901,064 $46,558,000 9,763
   Equitable Holdings Inc. 43 - 2023-12-31 871,013 $45,005,000 -68,575
   MML INVESTORS SERVICES LLC 109 - 2023-12-31 858,005 $44,333,000 -56,444
   FINANCIAL NETWORK 89 - 2023-12-31 816,415 $42,184,000 83,474
   Cetera Investment Advisers 47 - 2023-12-31 813,051 $42,010,000 156,239
   PROSPERA FINANCIAL SERVICES 7 - 2023-12-31 784,149 $40,517,000 67,998
   Integrated Wealth Concepts LLC 21 - 2023-12-31 778,625 $40,232,000 306,402
   HIGHTOWER ADVISORS, LLC 289 - 2023-12-31 773,910 $39,997,000 431,299
   J P MORGAN CHASE & CO 1229 - 2023-12-31 737,562 $38,110,000 665,001
   Goss Wealth Management LLC 68 - 2023-12-31 719,958 $36,900,000 127,676
   Baird Financial Group Inc. 226 - 2023-12-31 692,284 $35,770,000 -14,825
   RVW Wealth LLC 8 - 2024-03-31 619,989 $34,825,000 4,897
   BB&T CORP 287 - 2023-12-31 671,199 $34,681,000 70,168
   JANNEY MONTGOMERY SCOTT LLC 199 - 2023-12-31 606,436 $31,335,000 -15,274
   Steward Partners Investment Advisory LLC 49 - 2023-12-31 596,975 $30,846,000 8,072
   DAVIDSON D A & CO 64 - 2023-12-31 577,863 $29,858,000 194,280
   KESTRA PRIVATE WEALTH SERVICES LLC 18 - 2023-12-31 556,148 $28,736,000 216,616
   HARBOUR INVESTMENTS INC. 14 - 2023-12-31 524,830 $27,118,000 52,344
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 241 - 2023-09-30 577,864 $26,553,000 -60,887
   Atria Wealth Solutions Inc. 60 - 2023-12-31 494,573 $25,555,000 60,369
   AFFINITY WEALTH MANAGEMENT 10 - 2024-03-31 437,256 $24,561,000 5,192
   Ascension Capital Advisors Inc. - 2023-12-31 461,129 $23,827,000 -4,326
   Ten Capital Wealth Advisors LLC 6 - 2023-06-30 474,622 $22,354,000 -15,190
   MULTIFINANCIAL SECURITIES CORP 71 - 2023-12-31 430,011 $22,219,000 -25,852
   Stratos Wealth Partners LTD. 45 - 2024-03-31 384,452 $21,595,000 22,868
   CWM LLC 187 - 2024-03-31 384,051 $21,572,000 139,041
   Financial Partners Group Inc 5 - 2023-12-31 410,509 $21,211,000 14,104
   Sweet Financial Partners LLC 2 - 2023-12-31 403,973 $20,873,000 -9,618
   Aptus Capital Advisors LLC 35 - 2023-12-31 380,519 $19,661,000 -2,339
   FDX ADVISORS, INC. 8 - 2023-12-31 377,696 $19,516,000 -15,420
   GUARDIAN WEALTH ADVISORS LLC / NC 7 - 2023-12-31 375,802 $19,418,000 -1,789
   ABLE Financial Group LLC - 2023-12-31 375,743 $19,415,000 12,615
   Western Wealth Management LLC 10 - 2023-12-31 372,451 $19,245,000 -10,866
   MARINER WEALTH ADVISORS, LLC 326 - 2023-12-31 344,677 $17,809,000 -309,920
   THRIVENT FINANCIAL FOR LUTHERANS 456 - 2023-12-31 335,775 $17,350,000 -103,778
   Good Life Advisors LLC 13 - 2023-12-31 332,201 $17,165,000 -6,192
   Solano Wealth Management Inc. 4 - 2023-12-31 328,735 $16,986,000 10,208
   BLAIR WILLIAM & CO/IL 233 - 2023-12-31 321,895 $16,632,000 -504
   PARK NATIONAL CORP /OH/ 49 - 2024-03-31 292,999 $16,458,000 -1,111
   BENJAMIN F. EDWARDS & COMPANY INC. 89 - 2023-12-31 314,424 $16,246,000 -10,257
   GeoWealth Management LLC 11 - 2023-12-31 310,201 $16,027,000 306,241
   US BANCORP 338 - 2023-12-31 305,539 $15,790,000 158,285
   AE Wealth Management LLC 284 - 2023-12-31 304,822 $15,701,000 87,216
   CITIGROUP INC 693 - 2023-12-31 289,462 $14,956,000 -19,360
   JAFFETILCHIN INVESTMENT PARTNERS LLC 16 - 2023-12-31 274,557 $14,186,000 44,014
   Financial Advocates Investment Management 15 - 2023-12-31 267,819 $13,838,000 72,107
   Hobart Private Capital LLC 5 - 2024-03-31 246,241 $13,831,000 38,203
   IHT Wealth Management LLC 27 - 2023-12-31 263,807 $13,631,000 19,436
   VALMARK ADVISERS INC 52 - 2023-12-31 253,875 $13,118,000 6,460
   BEACON FINANCIAL GROUP 10 - 2023-12-31 250,359 $12,936,000 144,307
   SRS Capital Advisors Inc. 25 - 2023-12-31 247,327 $12,779,000 6,798
   H D Vest Advisory Services 129 - 2023-12-31 247,020 $12,764,000 -48,775
   FIRST HEARTLAND CONSULTANTS INC 16 - 2023-12-31 238,470 $12,322,000 786
   Legacy Capital Wealth Partners LLC 4 - 2023-12-31 230,279 $11,898,000 -20,417
   Traction Financial Partners LLC 4 - 2023-12-31 220,841 $11,411,000 0
   Ergawealth Advisors Inc. 5 - 2023-12-31 219,104 $11,321,000 33,833
   Eldridge Investment Advisors Inc. 8 - 2023-12-31 213,095 $11,011,000 -7,368
   Gladstone Institutional Advisory LLC 31 - 2023-12-31 213,030 $11,007,000 190,390
   HOWARD FINANCIAL SERVICES LTD. 17 - 2024-03-31 193,969 $10,895,000 10,508
   REGATTA CAPITAL GROUP LLC - 2023-12-31 210,574 $10,880,000 -111,890
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 450 - 2024-03-31 192,231 $10,798,000 -12,196
   FTB Advisors Inc. 96 - 2023-12-31 205,250 $10,605,000 -7,030
   Advisory Alpha LLC - 2023-12-31 204,015 $10,541,000 -2,550
   MERCER GLOBAL ADVISORS INC /ADV 309 - 2023-12-31 192,075 $9,925,000 -66,792
   Envestnet Portfolio Solutions Inc. 212 - 2023-12-31 191,446 $9,892,000 70,893
   PFG Advisors 21 - 2023-12-31 190,237 $9,830,000 -6,903
   TBH Global Asset Management LLC 9 - 2023-12-31 188,197 $9,724,000 -49,260
   Key Client Fiduciary Advisors LLC 2 - 2024-03-31 172,753 $9,704,000 -1,445
   Foundations Investment Advisors LLC 75 - 2023-12-31 189,198 $9,702,000 4,764
   SILVER OAK SECURITIES Inc 11 - 2023-12-31 184,370 $9,526,000 1,645
   US FINANCIAL ADVISORS LLC 10 - 2023-12-31 183,854 $9,500,000 5,259
   Pine Valley Investments Ltd Liability Co 28 - 2023-12-31 181,457 $9,376,000 -4,374
   U.S. Capital Wealth Advisors LLC 62 - 2023-12-31 180,618 $9,333,000 -656
   Sanchez Wealth Management Group 12 - 2023-12-31 179,942 $9,298,000 -136,448
   PINNACLE ASSOCIATES LTD 162 - 2023-12-31 175,449 $9,065,000 -1,030
   Concurrent Investment Advisors LLC 55 - 2023-12-31 171,533 $8,863,000 0
   Rockefeller Capital Management L.P. 493 - 2023-12-31 170,774 $8,824,000 4,089
   Cedrus LLC 2 - 2024-03-31 156,528 $8,792,000 10,507
   Perennial Investment Advisors LLC 13 - 2023-12-31 168,741 $8,719,000 153,362
   Invst LLC 28 - 2023-12-31 163,708 $8,356,000 -2,738
  100 Records found
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