Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / RISNG DIVD ACHIV
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Number of holders
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494
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Total 13F shares, excl. options
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125M
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Shares change
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+4.46M
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Total reported value, excl. options
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$6.44B
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Value change
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+$231M
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Number of buys
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247
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Number of sells
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-201
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Price
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$51.67
Significant Holders of FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV (RDVY) as of Q4 2023
523 filings reported holding RDVY - FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV as of Q4 2023.
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV (RDVY) has 494 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 125M shares
.
Largest 10 shareholders include LPL Financial LLC (16.8M shares), MORGAN STANLEY (13M shares), WELLS FARGO & COMPANY/MN (7.96M shares), Raymond James Financial Services Advisors, Inc. (5.8M shares), AMERIPRISE FINANCIAL INC (4.14M shares), BANK OF AMERICA CORP /DE/ (4.06M shares), COMMONWEALTH EQUITY SERVICES, LLC (3.99M shares), OSAIC HOLDINGS, INC. (3.62M shares), UBS Group AG (3.31M shares), and ENVESTNET ASSET MANAGEMENT INC (2.92M shares).
This table shows the top 494 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.