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Get Institutions for : 
First Trust Nasdaq Rising Dividend Achievers (RDVY)  
$54.83 0.10 (0.18%) as of 4:30 Tue 5/7


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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  : 
7.56 (15.99%)  




 
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
   WARREN AVERETT ASSET MANAGEMENT, LLC 453 *Closed 2023-12-31 0 $0 -5,447
   THOMPSON INVESTMENT MANAGEMENT INC 442 *Closed 2024-03-31 0 $0 -200
   Strategic Investment Solutions Inc. /IL 661 *Closed 2023-12-31 0 $0 -2,943
   Waterloo Capital L.P. 373 *Closed 2023-12-31 0 $0 -11,879
   Echo Wealth Management LLC 44 *Closed 2024-03-31 0 $0 -3,928
   Oakmont Partners LLC 741 *Closed 2024-03-31 0 $0 -60,901
   Mach-1 Financial Group Inc. 231 *Closed 2023-12-31 0 $0 -7,472
   V Wealth ManagementLLC 246 *Closed 2023-09-30 0 $0 -10,047
   Retirement Network 123 *Closed 2023-12-31 0 $0 -9,866
   Independent Wealth Network Inc. 75 *Closed 2024-03-31 0 $0 -4,606
   Private Advisory Group LLC 211 *Closed 2023-12-31 0 $0 -13,688
   Altus Wealth Group LLC *Closed 2024-03-31 0 $0 -16,486
   OKABENA INVESTMENT SERVICES INC 106 *Closed 2023-12-31 0 $0 -1,346
   McGlone Suttner Wealth Management Inc. 601 *Closed 2024-03-31 0 $0 -439
   DAGCO INC. 267 *Closed 2023-12-31 0 $0 -2,976
   Axiom Investment Management LLC 283 *Closed 2022-12-31 0 $0 -185
   Parallel Advisors LLC 3379 *Closed 2023-12-31 0 $0 -122
   Arlington Trust Co LLC 863 *Closed 2024-03-31 0 $0 -555
   BOURGEON CAPITAL MANAGEMENT LLC 355 *Closed 2024-03-31 0 $0 -147
   Retireful LLC 129 *Closed 2024-03-31 0 $0 -7,117
   Cape Investment Advisory Inc. 1131 *Closed 2023-12-31 0 $0 -300
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -377,696
   BLACKROCK INC. 5117 *Closed 2023-12-31 0 $0 -1
   TWO SIGMA SECURITIES LLC 1962 *Closed 2023-12-31 0 $0 -5,351
   KRAFT ASSET MANAGEMENT LLC 44 *Closed 2023-12-31 0 $0 -9,107
   Tradition Wealth Management LLC 1327 *Closed 2023-12-31 0 $0 -114
   Atomi Financial Group Inc. 630 *Closed 2023-12-31 0 $0 -12,103
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6584 *Closed 2023-12-31 0 $0 -59,715
   BKM Wealth Management LLC 567 *Closed 2024-03-31 0 $0 -823
   GODSEY & GIBB ASSOCIATES 400 *Closed 2024-03-31 0 $0 -994
   COCONUT GROVE BANK *Closed 2024-03-31 0 $0 -810
   Icon Wealth Advisors LLC 470 *Closed 2023-12-31 0 $0 -30,102
   Northwest Bank & Trust Co 199 *Closed 2023-12-31 0 $0 -1,097
  33 Records found
  1    
  Page 1 of 1
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