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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-16.3K- 49.94% |
$816K - $916K
|
16.4K
$1.01M
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-21.1K- 13.86% |
$1.06M - $1.18M
|
131K
$8.09M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-21.5K- 10.53% |
$1.07M - $1.21M
|
183K
$11.3M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-23.5K- 20.45% |
$1.18M - $1.32M
|
91.4K
$5.64M
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-26.3K- 33.2% |
$1.31M - $1.48M
|
52.8K
$3.26M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-28K- 8.42% |
$1.4M - $1.57M
|
304K
$18.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-28.5K- 18.56% |
$1.43M - $1.6M
|
125K
$7.73M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-32.5K- 41.69% |
$1.63M - $1.83M
|
45.5K
$2.81M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-37.8K- 4.37% |
$1.89M - $2.12M
|
826K
$51M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-38.6K- 38.57% |
$1.93M - $2.17M
|
61.5K
$3.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-43.3K- 29.0% |
$2.17M - $2.43M
|
106K
$6.54M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-44.8K- 24.78% |
$2.24M - $2.51M
|
136K
$8.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-50.8K- 63.13% |
$2.54M - $2.85M
|
29.7K
$1.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-51.6K- 5.14% |
$2.58M - $2.9M
|
954K
$58.9M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-53.7K- 21.16% |
$2.69M - $3.02M
|
200K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55.1K- 20.9% |
$2.76M - $3.1M
|
209K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-55.9K- 7.76% |
$2.8M - $3.14M
|
664K
$41M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-62.5K- 85.62% |
$3.13M - $3.51M
|
10.5K
$648K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-64.5K- 30.62% |
$3.23M - $3.62M
|
146K
$9.02M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-97.2K- 2.35% |
$4.87M - $5.46M
|
4.05M
$250M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-98.7K- 84.87% |
$4.94M - $5.54M
|
17.6K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-115K- 59.67% |
$5.74M - $6.44M
|
77.5K
$4.78M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-135K- 43.54% |
$6.76M - $7.59M
|
175K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-168K- 78.73% |
$8.4M - $9.42M
|
45.3K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-175KClosed |
$8.77M - $9.84M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-218K- 71.58% |
$10.9M - $12.3M
|
86.6K
$5.35M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-230K- 7.87% |
$11.5M - $12.9M
|
2.69M
$166M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-242K- 72.18% |
$12.1M - $13.6M
|
93.4K
$5.76M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-412K- 50.72% |
$20.6M - $23.2M
|
401K
$24.7M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-450K- 98.67% |
$22.5M - $25.3M
|
6.05K
$373K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-468K- 12.91% |
$23.4M - $26.3M
|
3.16M
$195M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-875K- 5.85% |
$43.8M - $49.2M
|
14.1M
$870M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.13M- 95.17% |
$107M - $120M
|
108K
$6.68M
|