Q1 2024 13F Holders as of 3/31/2024
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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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520
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Total 13F shares, excl. options
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131M
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Shares change
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+5.89M
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Total reported value, excl. options
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$7.35B
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Value change
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+$340M
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Number of buys
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291
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Number of sells
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-210
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Price
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$56.17
Significant Holders of FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV (RDVY) as of Q1 2024
558 filings reported holding RDVY - FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV as of Q1 2024.
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV (RDVY) has 520 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 131M shares
.
Largest 10 shareholders include LPL Financial LLC (18.7M shares), MORGAN STANLEY (14.1M shares), WELLS FARGO & COMPANY/MN (8.55M shares), Raymond James Financial Services Advisors, Inc. (5.79M shares), BANK OF AMERICA CORP /DE/ (4.64M shares), COMMONWEALTH EQUITY SERVICES, LLC (4.42M shares), AMERIPRISE FINANCIAL INC (4.05M shares), UBS Group AG (3.86M shares), OSAIC HOLDINGS, INC. (3.16M shares), and ENVESTNET ASSET MANAGEMENT INC (3.05M shares).
This table shows the top 520 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.