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RDIV Holdings Changes image
This page summarizes the RDIV holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether RDIV is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing RDIV Share Count
Stratos Wealth Partners LTD. 12,946 17,400 +4,454 +34.40%
Flagship Harbor Advisors LLC 6,750 7,959 +1,209 +17.91%
Raymond James Financial Services Advisors Inc. 115,342 121,467 +6,125 +5.31%
Raymond James & Associates 115,751 119,650 +3,899 +3.37%
Heartwood Wealth Advisors LLC 668,605 687,316 +18,711 +2.80%
Aurora Private Wealth Inc. 6,687 6,760 +73 +1.09%
SOA Wealth Advisors LLC. 501 506 +5 +1.00%
Rise Advisors LLC 2,791 2,816 +25 +0.90%
13F Filers Reporting New Positions In RDIV
Future Financial Wealth Managment LLC 0 128 +128 +100%
13F Filers With Unchanged Share Count
First Community Trust NA 1,100 1,100 UNCH 0.00%
Tsfg LLC 1,055 1,055 UNCH 0.00%
Annapolis Financial Services LLC 200 200 UNCH 0.00%
Tanglewood Legacy Advisors LLC 27,650 27,650 UNCH 0.00%
13F Filers Decreasing RDIV Share Count
International Assets Investment Management LLC 7,301 6,767 -534 -7.31%
Wealth Enhancement Advisory Services LLC 11,120 10,554 -566 -5.09%

See Summary: Institutional Holders of RDIV
See Details: Top 10 Hedge Funds Holding RDIV

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