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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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 42 - 2024-03-31 5,788,639 $325,148,000 -14,643
   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
   ROYAL BANK OF CANADA 397 - 2023-12-31 2,526,060 $130,521,000 -29,124
   Fifth Third Securities Inc. 1 - 2024-03-31 953,549 $53,561,000 -51,636
   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
   Baird Financial Group Inc. 226 - 2023-12-31 692,284 $35,770,000 -14,825
   JANNEY MONTGOMERY SCOTT LLC 207 - 2024-03-31 596,817 $33,523,000 -9,619
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 241 - 2023-09-30 577,864 $26,553,000 -60,887
   Sweet Financial Partners LLC 3 - 2024-03-31 398,538 $22,386,000 -5,435
   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
   Western Wealth Management LLC 13 - 2024-03-31 359,264 $20,180,000 -13,187
   Aptus Capital Advisors LLC 35 - 2023-12-31 380,519 $19,661,000 -2,339
   GUARDIAN WEALTH ADVISORS LLC / NC 7 - 2023-12-31 375,802 $19,418,000 -1,789
   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 - 2024-03-31 304,217 $17,088,000 -27,984
   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
   CITIGROUP INC 693 - 2023-12-31 289,462 $14,956,000 -19,360
   Financial Advocates Investment Management - 2024-03-31 254,203 $14,279,000 -13,616
   H D Vest Advisory Services 129 - 2023-12-31 247,020 $12,764,000 -48,775
   Legacy Capital Wealth Partners LLC 4 - 2023-12-31 230,279 $11,898,000 -20,417
   Eldridge Investment Advisors Inc. 8 - 2023-12-31 213,095 $11,011,000 -7,368
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 450 - 2024-03-31 192,231 $10,798,000 -12,196
   FTB Advisors Inc. 102 - 2024-03-31 189,543 $10,647,000 -15,707
   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
   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
   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
   Invst LLC 28 - 2023-12-31 163,708 $8,356,000 -2,738
   REGATTA CAPITAL GROUP LLC 16 - 2024-03-31 146,105 $8,207,000 -64,469
   INTL FCSTONE INC. 22 - 2024-03-31 140,742 $7,905,000 -8,034
   Beck Bode LLC 24 - 2023-12-31 152,103 $7,859,000 -7,978
   ICA Group Wealth Management LLC 12 - 2023-12-31 144,885 $7,486,000 -5,911
   Per Stirling Capital Management LLC. 24 - 2023-12-31 140,937 $7,282,000 -19,583
   Naviter Wealth LLC 18 - 2024-03-31 125,210 $7,033,000 -28,543
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 17 - 2024-03-31 119,566 $6,675,000 -8,468
   COTTONWOOD CAPITAL ADVISORS LLC 1 - 2024-03-31 124,007 $6,653,000 -4,896
   Ameritas Advisory Services LLC 60 - 2023-12-31 128,378 $6,636,000 -6,767
   DENVER WEALTH MANAGEMENT INC. 5 - 2024-03-31 115,462 $6,485,000 -1,662
   Consolidated Portfolio Review Corp 12 - 2024-03-31 109,427 $6,147,000 -4,712
   Advance Capital Management Inc. 16 - 2024-03-31 108,164 $6,076,000 -2,130,415
   Walkner Condon Financial Advisors LLC 19 - 2024-03-31 105,973 $5,953,000 -43,282
   SHELTON WEALTH MANAGEMENT LLC 5 - 2023-12-31 107,672 $5,563,000 -39,591
   Genesee Capital Advisors LLC 6 - 2024-03-31 96,809 $5,438,000 -180
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 873 - 2024-03-31 95,090 $5,341,000 -260
   Laurel Wealth Advisors Inc. 46 - 2022-12-31 116,908 $5,135,000 -46,010
   ORBA Wealth Advisors L.L.C. - 2024-03-31 87,181 $4,897,000 -1,170
   NBC SECURITIES INC. 42 - 2024-03-31 75,030 $4,214,000 -3,378
   HARVEST GROUP WEALTH MANAGEMENT LLC 19 - 2023-03-31 89,741 $4,027,000 -2,577
   Arkadios Wealth Advisors - 2024-03-31 71,084 $3,993,000 -2,174
   ATRIA INVESTMENTS LLC 356 - 2023-12-31 76,278 $3,941,000 -18,977
   LEVEL FOUR ADVISORY SERVICES LLC 121 - 2023-12-31 73,614 $3,804,000 -14,077
   Bickling Financial Services Inc. 8 - 2022-12-31 86,462 $3,797,000 -6,552
   WEALTHSOURCE PARTNERS LLC 66 - 2023-12-31 71,359 $3,687,000 -6,330
   Kingsview Wealth Management LLC 178 - 2023-12-31 71,302 $3,684,000 -10,250
   Lineweaver Wealth Advisors LLC - 2024-03-31 58,461 $3,284,000 -1,581
   Orion Portfolio Solutions LLC 420 - 2023-12-31 63,310 $3,274,000 -3,530
   NewEdge Wealth LLC 204 - 2023-12-31 63,114 $3,261,000 -949
   LINCOLN NATIONAL CORP - 2024-03-31 56,551 $3,176,000 -1,487
   Capital Asset Advisory Services LLC 69 - 2024-03-31 57,085 $3,161,000 -1,924
   PRUDENTIAL FINANCIAL INC 1175 - 2023-12-31 60,247 $3,113,000 -23,319
   Davis Investment Partners LLC 13 - 2024-03-31 56,500 $3,077,000 -3,000
   San Luis Wealth Advisors LLC 17 - 2024-03-31 52,837 $2,968,000 -26,261
   Purus Wealth Management LLC 18 - 2024-03-31 52,505 $2,949,000 -951
   GOLDMAN SACHS GROUP INC/ 2979 - 2023-12-31 50,002 $2,584,000 -54,697
   Harvest Investment Services LLC 16 - 2023-12-31 49,726 $2,569,000 -1,060
   STEPHENS INC /AR/ 340 - 2023-12-31 49,556 $2,561,000 -3,316
   Castle Rock Wealth Management LLC 22 - 2023-12-31 48,937 $2,506,000 -945
   Mutual Advisors LLC - 2024-03-31 43,994 $2,471,000 -8,065
   PCA Investment Advisory Services Inc. 16 - 2023-12-31 46,092 $2,382,000 -7,903
   WEALTH ADVISORS INC. 19 - 2023-09-30 48,203 $2,215,000 -132
   Catalyst Wealth Management LLC 5 - 2023-03-31 49,215 $2,208,000 -6,878
   IFG Advisory LLC 164 - 2023-12-31 42,118 $2,176,000 -752
   IFP Advisors Inc 218 - 2023-12-31 41,987 $2,170,000 -67,922
   BANK OF NEW YORK MELLON CORP 2717 - 2024-03-31 38,431 $2,159,000 -3,337
   Wealthcare Advisory Partners LLC 219 - 2024-03-31 37,767 $2,121,000 -2,754
   WEDBUSH MORGAN SECURITIES INC 162 - 2023-12-31 40,564 $2,096,000 -1,627
   MTM Investment Management LLC 30 - 2024-03-31 36,769 $2,065,000 -830
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 140 - 2024-03-31 36,651 $2,059,000 -6,207
   COMERICA SECURITIESINC. 132 - 2023-09-30 43,170 $1,984,000 -90,114
   PROEQUITIES INC. - 2024-03-31 34,741 $1,951,000 -1,223
   Ausdal Financial Partners Inc. 106 - 2024-03-31 34,734 $1,951,000 -1,120
   EPG Wealth Management LLC 50 - 2023-12-31 37,301 $1,890,000 -2,951
   Keystone Financial Group 63 - 2023-12-31 35,901 $1,855,000 -802
   Sowell Financial Services LLC - 2024-03-31 32,499 $1,825,000 -2,061
   Flaharty Asset Management LLC 36 - 2023-12-31 34,279 $1,771,000 -2,042
   Apexium Financial LP 69 - 2024-03-31 31,247 $1,755,000 -1,212
   Twin Peaks Wealth Advisors LLC 26 - 2024-03-31 30,497 $1,713,000 -1,730
   Spire Wealth Management 279 - 2024-03-31 29,682 $1,667,000 -50,823
   GREAT VALLEY ADVISOR GROUP INC. 281 - 2023-12-31 29,444 $1,521,000 -7,225
   IAMS WEALTH MANAGEMENT LLC 35 - 2024-03-31 28,638 $1,507,000 -290
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv - 2024-03-31 26,205 $1,472,000 -3,471
  100 Records found
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