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 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
12.5K+ 2.72% |
$627K - $704K
|
474K
$29.2M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.4KNew |
$620K - $696K
|
12.4K
$765K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.3KNew |
$617K - $693K
|
12.3K
$761K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
12.1K+ 22.69% |
$603K - $677K
|
65.2K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
11.7KNew |
$586K - $657K
|
11.7K
$722K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11.5KNew |
$575K - $645K
|
11.5K
$709K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
11.4K+ 71.32% |
$571K - $641K
|
27.4K
$1.69M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
11.4K+ 20.7% |
$570K - $640K
|
66.4K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.2K+ 6.57% |
$561K - $630K
|
182K
$11.2M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.1KNew |
$556K - $624K
|
11.1K
$686K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
10.5K+ 5.73% |
$526K - $590K
|
194K
$12M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
10.5K+ 7.2% |
$526K - $590K
|
157K
$9.66M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
9.95K+ 6.08% |
$498K - $559K
|
174K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.7KNew |
$486K - $545K
|
9.7K
$599K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
9.6K+ 16.23% |
$480K - $539K
|
68.8K
$4.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9.38K+ 15.61% |
$469K - $527K
|
69.4K
$4.29M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
9.04K+ 23.86% |
$452K - $508K
|
46.9K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
9.03K+ 3.12% |
$452K - $507K
|
298K
$18.4M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
8.92KNew |
$446K - $501K
|
8.92K
$551K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8.36K+ 79.25% |
$419K - $470K
|
18.9K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.99KNew |
$400K - $449K
|
7.99K
$493K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.83K+ 8.84% |
$392K - $440K
|
96.4K
$5.95M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.5K+ 2.45% |
$375K - $421K
|
313K
$19.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.45K+ 9.84% |
$373K - $418K
|
83.1K
$5.13M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.35K+ 3.99% |
$368K - $413K
|
192K
$11.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
7.34K+ 5.06% |
$367K - $412K
|
152K
$9.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7.26KNew |
$363K - $408K
|
7.26K
$448K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.24K+ 11.98% |
$362K - $407K
|
67.7K
$4.18M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.2K+ 1.21% |
$360K - $404K
|
604K
$37.3M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.19K+ 7.78% |
$360K - $404K
|
99.7K
$6.15M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.84K+ 9.37% |
$342K - $384K
|
79.8K
$4.93M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.65KNew |
$333K - $373K
|
6.65K
$410K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.54K+ 56.73% |
$327K - $367K
|
18.1K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.44K+ 49.7% |
$322K - $362K
|
19.4K
$1.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
6.41K+ 17.69% |
$321K - $360K
|
42.6K
$2.63M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
6.27K+ 4.83% |
$314K - $352K
|
136K
$8.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.87K+ 6.4% |
$294K - $330K
|
97.6K
$6.03M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.61K+ 3.98% |
$281K - $315K
|
147K
$9.04M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
5.58K+ 5.05% |
$279K - $313K
|
116K
$7.17M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
5.39K+ 2.93% |
$270K - $303K
|
189K
$11.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.33K+ 4.33% |
$267K - $300K
|
129K
$7.93M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.29KNew |
$265K - $297K
|
5.29K
$327K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
5.29KNew |
$265K - $297K
|
5.29K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.25KNew |
$263K - $295K
|
5.25K
$324K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
5.23K+ 6.02% |
$262K - $294K
|
92.2K
$5.69M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.21KNew |
$261K - $292K
|
5.21K
$321K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
5.19K+ 1.2% |
$260K - $292K
|
437K
$27M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.09KNew |
$255K - $286K
|
5.09K
$314K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.01KNew |
$251K - $281K
|
5.01K
$309K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
4.9K+ 0.8% |
$245K - $275K
|
620K
$38.3M
|