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 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
4.81KNew |
$241K - $270K
|
4.81K
$297K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.73K+ 20.56% |
$237K - $266K
|
27.7K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.71KNew |
$236K - $265K
|
4.71K
$291K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.32KNew |
$216K - $242K
|
4.32K
$266K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.19K+ 2.39% |
$210K - $236K
|
180K
$11.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
4.14K+ 2.87% |
$207K - $232K
|
149K
$9.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.11KNew |
$206K - $231K
|
4.11K
$254K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.93K+ 49.78% |
$197K - $221K
|
11.8K
$730K
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
3.91KNew |
$196K - $220K
|
3.91K
$241K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.78KNew |
$189K - $212K
|
3.78K
$233K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.76K+ 4.19% |
$188K - $211K
|
93.5K
$5.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
3.72K+ 4.02% |
$186K - $209K
|
96.4K
$5.95M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.71K+ 40.94% |
$186K - $209K
|
12.8K
$789K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.67KNew |
$183K - $206K
|
3.67K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.59K+ 9.62% |
$180K - $202K
|
40.9K
$2.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.57K+ 6.63% |
$179K - $200K
|
57.4K
$3.54M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.51K+ 5.0% |
$175K - $197K
|
73.7K
$4.55M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.34K+ 1.35% |
$167K - $187K
|
251K
$15.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
3.29K+ 3.51% |
$165K - $185K
|
97K
$5.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.29K+ 6.67% |
$165K - $185K
|
52.6K
$3.25M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.17K+ 8.34% |
$159K - $178K
|
41.2K
$2.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.15K+ 79.21% |
$158K - $177K
|
7.14K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.11K+ 9.19% |
$155K - $174K
|
36.9K
$2.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.03K+ 4.17% |
$151K - $170K
|
75.6K
$4.67M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
3.02KNew |
$151K - $170K
|
3.02K
$186K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.94K+ 8.19% |
$147K - $165K
|
38.8K
$2.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.94K+ 16.2% |
$147K - $165K
|
21.1K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.78K+ 3.33% |
$139K - $156K
|
86.3K
$5.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
2.77K+ 7.0% |
$139K - $156K
|
42.4K
$2.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.73K+ 8.0% |
$137K - $154K
|
36.9K
$2.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.45K+ 3.65% |
$123K - $138K
|
69.6K
$4.3M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.34KNew |
$117K - $131K
|
2.34K
$144K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.26K+ 4.61% |
$113K - $127K
|
51.2K
$3.16M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.23K+ 81.75% |
$112K - $125K
|
4.96K
$306K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.11KNew |
$106K - $118K
|
2.11K
$130K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.1K+ 49.6% |
$105K - $118K
|
6.33K
$391K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.09K+ 30.97% |
$105K - $118K
|
8.86K
$547K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.02K+ 7.04% |
$101K - $114K
|
30.8K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 13.64% |
$99.7K - $112K
|
16.6K
$1.02M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
1.98K+ 35.99% |
$99.1K - $111K
|
7.49K
$462K
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.91K+ 17.22% |
$95.7K - $107K
|
13K
$803K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.86K+ 6.62% |
$93.1K - $105K
|
30K
$1.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.84K+ 5.01% |
$92.3K - $104K
|
38.7K
$2.39M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 8.23% |
$88.1K - $98.9K
|
23.2K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.71K+ 11.59% |
$85.6K - $96.1K
|
16.5K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.7K+ 6.73% |
$84.8K - $95.2K
|
26.9K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.67K+ 10.06% |
$83.6K - $93.8K
|
18.3K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 2.92% |
$79K - $88.7K
|
55.7K
$3.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.57K+ 4.05% |
$78.4K - $88K
|
40.3K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.55K+ 4.21% |
$77.6K - $87.1K
|
38.4K
$2.37M
|