Purchases and Sales Made in Q1 2024 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST RISING DIVIDEND AC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.14M+ 5315.61% |
$207M - $232M
|
4.22M
$260M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.86M+ 11.08% |
$93.3M - $105M
|
18.7M
$1.15B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.86M+ 465.13% |
$93.3M - $105M
|
2.26M
$140M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.04M+ 7.98% |
$52.1M - $58.5M
|
14.1M
$870M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.04M+ 7.98% |
$52.1M - $58.5M
|
14.1M
$870M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
596K+ 7.49% |
$29.8M - $33.5M
|
8.55M
$528M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
581K+ 14.3% |
$29.1M - $32.6M
|
4.64M
$287M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
551K+ 16.65% |
$27.6M - $30.9M
|
3.86M
$238M
|
|
|
Apr 29, 2024
Q1 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
482KNew |
$24.1M - $27M
|
482K
$29.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
481K+ 111.8% |
$24.1M - $27M
|
911K
$56.2M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
473K+ 1707.84% |
$23.7M - $26.6M
|
500K
$30.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
435K+ 10.91% |
$21.8M - $24.4M
|
4.42M
$273M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
377K+ 17.4% |
$18.9M - $21.2M
|
2.54M
$157M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
364K+ 30.3% |
$18.2M - $20.5M
|
1.57M
$96.8M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
230K+ 93.03% |
$11.5M - $12.9M
|
477K
$29.4M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
194K+ 133.09% |
$9.73M - $10.9M
|
340K
$21M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
176K+ 10.89% |
$8.8M - $9.88M
|
1.79M
$111M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
174K+ 10.23% |
$8.72M - $9.78M
|
1.88M
$116M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
163K+ 6.47% |
$8.18M - $9.18M
|
2.69M
$166M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
139K+ 9.86% |
$6.97M - $7.82M
|
1.55M
$95.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
139K+ 56.75% |
$6.96M - $7.81M
|
384K
$23.7M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
139KNew |
$6.94M - $7.79M
|
139K
$8.56M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
136K+ 16.69% |
$6.82M - $7.65M
|
953K
$58.8M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
136K+ 80.59% |
$6.81M - $7.64M
|
305K
$18.8M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
131K+ 26.39% |
$6.53M - $7.33M
|
625K
$38.6M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
130K+ 4.47% |
$6.53M - $7.33M
|
3.05M
$188M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
125K+ 22.5% |
$6.26M - $7.03M
|
681K
$42.1M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
116K+ 14.86% |
$5.79M - $6.5M
|
894K
$55.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
115KNew |
$5.75M - $6.45M
|
115K
$7.09M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
111KNew |
$5.57M - $6.25M
|
111K
$6.87M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
86.9K+ 97.8% |
$4.35M - $4.88M
|
176K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78.1K+ 10.59% |
$3.91M - $4.39M
|
816K
$50.3M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
76.7K+ 8.51% |
$3.84M - $4.31M
|
978K
$60.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
76.4KNew |
$3.82M - $4.29M
|
76.4K
$4.71M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
73.9KNew |
$3.7M - $4.15M
|
73.9K
$4.56M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
69.5K+ 12.03% |
$3.48M - $3.9M
|
647K
$40M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
67.6KNew |
$3.38M - $3.79M
|
67.6K
$4.17M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
67.4K+ 26.91% |
$3.37M - $3.78M
|
318K
$19.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
62.6K+ 57.11% |
$3.13M - $3.51M
|
172K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.9K+ 7.21% |
$3.1M - $3.48M
|
920K
$56.8M
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
60K+ 18.26% |
$3M - $3.37M
|
389K
$24M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
59.2KNew |
$2.96M - $3.32M
|
59.2K
$3.65M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
58.4K+ 6.7% |
$2.92M - $3.28M
|
929K
$57.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
57.9K+ 76.0% |
$2.9M - $3.25M
|
134K
$8.27M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
55.8K+ 39.85% |
$2.79M - $3.13M
|
196K
$12.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
51.5KNew |
$2.58M - $2.89M
|
51.5K
$3.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48K+ 1.77% |
$2.4M - $2.7M
|
2.75M
$170M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.4K+ 6.13% |
$2.37M - $2.66M
|
821K
$50.7M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
47.1K+ 11.47% |
$2.36M - $2.64M
|
458K
$28.2M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
46.7K+ 25.75% |
$2.34M - $2.62M
|
228K
$14.1M
|