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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  
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
   COMMONWEALTH EQUITY SERVICES LLC. 41 - 2024-03-31 4,424,371 $248,517,000 435,104
   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
   RAYMOND JAMES & ASSOCIATES 174 - 2024-03-31 2,753,855 $154,684,000 47,982
   ENVESTNET ASSET MANAGEMENT INC 296 - 2023-12-31 2,919,944 $150,873,000 78,257
   Kestra Advisory Services LLC 13 - 2023-12-31 2,165,333 $111,883,000 324,217
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 33 - 2024-03-31 1,876,091 $105,380,000 174,179
   Private Advisor Group LLC - 2024-03-31 1,551,985 $87,175,000 139,241
   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
   STIFEL FINANCIAL CORP 241 - 2023-12-31 1,203,106 $62,164,000 84,893
   Csenge Advisory Group - 2024-03-31 1,021,905 $57,400,000 39,174
   PNC FINANCIAL SERVICES GROUP INC 267 - 2023-12-31 901,064 $46,558,000 9,763
   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
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 681,304 $38,269,000 125,156
   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
   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
   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
   HARBOUR INVESTMENTS INC. 14 - 2023-12-31 524,830 $27,118,000 52,344
   Ascension Capital Advisors Inc. - 2024-03-31 473,665 $26,606,000 12,536
   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
   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
   ABLE Financial Group LLC - 2023-12-31 375,743 $19,415,000 12,615
   BENJAMIN F. EDWARDS & COMPANY INC. 80 - 2024-03-31 344,306 $19,340,000 29,882
   Crumly & Associates Inc. - 2024-03-31 340,432 $19,122,000 194,383
   Solano Wealth Management Inc. 4 - 2023-12-31 328,735 $16,986,000 10,208
   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
   JAFFETILCHIN INVESTMENT PARTNERS LLC 16 - 2023-12-31 274,557 $14,186,000 44,014
   Ergawealth Advisors Inc. - 2024-03-31 251,949 $14,152,000 32,845
   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
   FIRST HEARTLAND CONSULTANTS INC 16 - 2023-12-31 238,470 $12,322,000 786
   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
   PINNACLE ASSOCIATES LTD 165 - 2024-03-31 179,643 $10,091,000 4,194
   Envestnet Portfolio Solutions Inc. 212 - 2023-12-31 191,446 $9,892,000 70,893
   Sigma Planning Corp - 2024-03-31 175,817 $9,876,000 86,930
   Foundations Investment Advisors LLC 75 - 2023-12-31 189,198 $9,702,000 4,764
   Wagner Wealth Management LLC 11 - 2024-03-31 172,149 $9,670,000 62,574
   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
   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
   AJ Advisors LLC 8 - 2024-03-31 152,372 $8,559,000 7,336
   Weitzel Financial Services Inc. 9 - 2024-03-31 148,562 $8,309,000 4,139
   Asset Allocation Strategies LLC 11 - 2023-12-31 158,037 $8,166,000 15,039
   GSG Advisors LLC 7 - 2024-03-31 135,991 $7,550,000 6,268
   Stratos Wealth Advisors LLC 54 - 2024-03-31 134,016 $7,528,000 57,872
   tru Independence LLC 9 - 2024-03-31 130,761 $7,345,000 21,436
   Aspire Capital Advisors LLC 10 - 2023-12-31 139,923 $7,230,000 7,437
   BELLEVUE ASSET MANAGEMENT LLC 6 - 2024-03-31 128,546 $7,220,000 5,333
   RFG Advisory Group LLC 78 - 2024-03-31 116,643 $6,552,000 19,771
   THOROUGHBRED FINANCIAL SERVICES LLC 43 - 2023-12-31 114,925 $5,938,000 5,224
   OPPENHEIMER & CO INC 223 - 2023-12-31 110,903 $5,730,000 22,488
   BARNES PETTEY FINANCIAL ADVISORS LLC 3 - 2023-12-31 110,580 $5,714,000 33,274
   Beacon Financial Advisory LLC 4 - 2024-03-31 99,299 $5,578,000 28,246
   COMERICA BANK 631 - 2023-12-31 107,641 $5,562,000 577
   Sovereign Financial Group Inc. 15 - 2024-03-31 97,630 $5,484,000 5,872
   Mainsail Financial Group LLC 8 - 2024-03-31 96,962 $5,446,000 3,292
   Geneos Wealth Management Inc. - 2024-03-31 96,403 $5,415,000 7,827
   Triumph Capital Management 9 - 2024-03-31 96,409 $5,383,000 3,724
   Global Retirement Partners LLC 115 - 2024-03-31 93,503 $5,252,000 3,763
   HFG Advisors Inc. 3 - 2024-03-31 92,199 $5,179,000 5,234
   Snowden Capital Advisors LLC 135 - 2023-12-31 100,129 $5,174,000 9,752
   Pinnacle Wealth Management Advisory Group LLC - 2024-03-31 86,286 $4,847,000 2,784
   Resources Investment Advisors Inc. 192 - 2023-12-31 92,504 $4,780,000 11,768
   Cornerstone Wealth Management LLC 66 - 2024-03-31 83,096 $4,668,000 7,446
   Kovack Advisors Inc. 32 - 2024-03-31 82,701 $4,645,000 30,983
   DAYMARK WEALTH PARTNERS LLC 89 - 2024-03-31 79,812 $4,483,000 6,837
   BlueChip Wealth Advisors LLC - 2024-03-31 75,622 $4,248,000 3,026
   HANSON MCCLAIN, INC. 220 - 2024-03-31 70,885 $3,982,000 949
   TruWealth Advisors LLC 54 - 2024-03-31 70,417 $3,955,000 953
   Elevated Capital Advisors LLC 24 - 2024-03-31 69,590 $3,909,000 2,453
   Next Level Private LLC 16 - 2024-03-31 69,429 $3,900,000 9,377
   Harel Insurance Investments & Financial Services L - 2024-03-31 68,750 $3,862,000 9,600
   J.W. COLE ADVISORS INC. - 2024-03-31 67,669 $3,801,000 7,242
   PRUDENTIAL CORP PLC 293 - 2023-12-31 73,000 $3,772,000 37,800
   CITY HOLDING CO 47 - 2024-03-31 66,385 $3,729,000 11,387
   Gateway Wealth Partners LLC 15 - 2023-12-31 71,609 $3,700,000 518
   COZAD ASSET MANAGEMENT INC 61 - 2023-12-31 70,156 $3,625,000 453
   Cyndeo Wealth Partners LLC 104 - 2024-03-31 61,182 $3,437,000 38,140
  100 Records found
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