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Get Institutions for : 
First Trust Nasdaq Rising Dividend Achievers (RDVY)  
$54.76 0.07 (0.13%) as of 4:30 Wed 5/8


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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  : 
7.49 (15.85%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   PFG Investments LLC 46 *New 2024-03-31 114,817 $6,449,000 114,817
   Presidio Capital Management LLC 9 *New 2024-03-31 76,386 $4,291,000 76,386
   InterOcean Capital Group LLC 107 *New 2023-12-31 77,998 $4,030,000 77,998
   Redhawk Wealth Advisors Inc. 34 *New 2023-12-31 76,858 $3,971,000 76,858
   Integrity Financial Corp /WA 9 *New 2024-03-31 67,553 $3,794,000 67,553
   Beaumont Financial Advisors LLC 65 *New 2023-12-31 49,282 $2,546,000 49,282
   WILEY BROS.-AINTREE CAPITAL LLC 73 *New 2024-03-31 35,811 $2,012,000 35,811
   Mount Yale Investment Advisors LLC 136 *New 2023-12-31 33,314 $1,721,000 33,314
   Claraphi Advisory Network LLC 42 *New 2022-12-31 38,064 $1,672,000 38,064
   HARTLINE INVESTMENT CORP/ 84 *New 2024-03-31 26,205 $1,472,000 26,205
   RENAISSANCE TECHNOLOGIES LLC 2196 *New 2023-12-31 26,600 $1,374,000 26,600
   Simplicity WealthLLC 508 *New 2024-03-31 18,208 $1,023,000 18,208
   Ethos Financial Group LLC 75 *New 2023-12-31 17,298 $894,000 17,298
   Signal Advisors Wealth LLC 120 *New 2024-03-31 12,622 $709,000 12,622
   Y-Intercept (Hong Kong) Ltd 473 *New 2023-12-31 12,958 $670,000 12,958
   Krilogy Financial LLC 175 *New 2024-03-31 11,481 $645,000 11,481
   Confluence Wealth Services Inc. 234 *New 2024-03-31 7,258 $408,000 7,258
   DHK Financial Advisors Inc. 63 *New 2023-12-31 6,500 $336,000 6,500
   CLARK CAPITAL MANAGEMENT GROUP INC 343 *New 2023-12-31 6,347 $328,000 6,347
   D E SHAW & CO INC 2383 *New 2023-12-31 6,253 $323,000 6,253
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 413 *New 2023-12-31 6,104 $315,000 6,104
   SIGNALPOINT ASSET MANAGEMENT, LLC 191 *New 2024-03-31 5,207 $292,000 5,207
   CREATIVE PLANNING 2125 *New 2023-12-31 5,463 $282,000 5,463
   Synergy Financial Management LLC 105 *New 2024-03-31 5,010 $281,000 5,010
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 882 *New 2023-12-31 5,310 $274,000 5,310
   NORTHERN TRUST CORP 3807 *New 2023-12-31 4,843 $250,000 4,843
   Strategies Wealth Advisors LLC 85 *New 2024-03-31 4,317 $242,000 4,317
   CI Private Wealth LLC 1966 *New 2023-12-31 4,673 $241,000 4,673
   WAYNE HUMMER ASSET MANAGEMENT CO 693 *New 2023-12-31 4,632 $239,000 4,632
   Saxony Capital Management LLC *New 2024-03-31 4,113 $231,000 4,113
   SkyOak Wealt LLC *New 2024-03-31 3,783 $212,000 3,783
   CITIZENS FINANCIAL GROUP INC/RI 386 *New 2023-12-31 4,026 $208,000 4,026
   CAPTRUST FINANCIAL ADVISORS 2390 *New 2023-12-31 3,885 $201,000 3,885
   DFPG INVESTMENTS INC. 604 *New 2023-12-31 3,926 $201,000 3,926
   FIFTH THIRD BANCORP 1196 *New 2024-03-31 1,409 $79,000 1,409
   HOEY INVESTMENTS INC 135 *New 2023-12-31 690 $36,000 690
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 408 *New 2023-12-31 524 $27,000 524
   MATHER GROUP, INC. 1026 *New 2024-03-31 466 $24,000 466
   Gilliland Jeter Wealth Management LLC *New 2024-03-31 315 $18,000 315
   CAROLINAS WEALTH CONSULTING LLC 482 *New 2023-12-31 307 $16,000 307
   ORG Partners LLC 613 *New 2023-12-31 300 $16,000 300
   AMERICAN NATIONAL BANK 401 *New 2024-03-31 234 $13,000 234
   JONES FINANCIAL COMPANIES LLLP 648 *New 2023-12-31 250 $13,000 250
   NORTH STAR INVESTMENT MANAGEMENT CORP. *New 2024-03-31 216 $12,000 216
   Register Financial Advisors LLC 610 *New 2024-03-31 97 $5,000 97
   SCBT FINANCIAL CORP 551 *New 2023-12-31 20 $1,000 20

  46 Records found
  1    
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