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 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.14K- 3.37% |
$107K - $120K
|
61.2K
$3.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.17K- 2.97% |
$109K - $122K
|
71.1K
$4.39M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.25K- 31.2% |
$113K - $126K
|
4.97K
$307K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.33K- 14.65% |
$117K - $131K
|
13.6K
$837K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.47K- 0.36% |
$124K - $139K
|
690K
$42.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.75K- 6.8% |
$138K - $155K
|
37.8K
$2.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-3K- 5.04% |
$150K - $169K
|
56.5K
$3.49M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.04K- 32.89% |
$152K - $171K
|
6.21K
$383K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.11K- 12.19% |
$156K - $175K
|
22.4K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.36K- 3.03% |
$168K - $189K
|
108K
$6.64M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.38K- 4.31% |
$169K - $190K
|
75K
$4.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.47K- 11.7% |
$174K - $195K
|
26.2K
$1.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.48K- 15.44% |
$174K - $196K
|
19.1K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-3.5K- 86.65% |
$175K - $196K
|
539
$33.3K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.68K- 17.07% |
$184K - $206K
|
17.9K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3.68K- 0.98% |
$184K - $207K
|
372K
$23M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.68K- 10.73% |
$184K - $207K
|
30.6K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.75K- 0.56% |
$188K - $211K
|
667K
$41.2M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.81K- 35.44% |
$191K - $214K
|
6.95K
$429K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-3.82K- 38.89% |
$191K - $215K
|
6.01K
$371K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.83K- 42.99% |
$192K - $215K
|
5.08K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.09K- 17.17% |
$204K - $229K
|
19.7K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.34K- 41.91% |
$217K - $244K
|
6.02K
$372K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-4.38K- 2.3% |
$219K - $246K
|
186K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4.71K- 4.13% |
$236K - $265K
|
109K
$6.75M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-4.73K- 2.14% |
$237K - $266K
|
216K
$13.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-4.9K- 3.8% |
$245K - $275K
|
124K
$7.65M
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-5.12K- 2.84% |
$256K - $288K
|
175K
$10.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-5.44K- 1.35% |
$272K - $305K
|
399K
$24.6M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.86K- 24.4% |
$293K - $329K
|
18.2K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-5.94K- 27.56% |
$297K - $333K
|
15.6K
$963K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.21K- 14.48% |
$311K - $349K
|
36.7K
$2.26M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6.41K- 93.78% |
$321K - $360K
|
425
$26.2K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-7.07K- 51.46% |
$354K - $397K
|
6.67K
$412K
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7.21K- 44.53% |
$361K - $405K
|
8.98K
$554K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-7.32K- 6.8% |
$366K - $411K
|
100K
$6.19M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.97K- 3.74% |
$399K - $448K
|
205K
$12.7M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-8.03K- 5.4% |
$402K - $451K
|
141K
$8.69M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.07K- 15.49% |
$404K - $453K
|
44K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.29K- 5.72% |
$415K - $466K
|
137K
$8.43M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-8.47K- 6.61% |
$424K - $476K
|
120K
$7.38M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.62K- 1.59% |
$481K - $540K
|
597K
$36.8M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10.1K- 24.96% |
$506K - $568K
|
30.4K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.2K- 5.97% |
$610K - $685K
|
192K
$11.9M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.2K- 3.54% |
$660K - $741K
|
359K
$22.2M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.6K- 5.08% |
$681K - $765K
|
254K
$15.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.6K- 0.25% |
$733K - $822K
|
5.79M
$357M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.3K- 4.43% |
$764K - $857K
|
329K
$20.3M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15.7K- 7.65% |
$786K - $882K
|
190K
$11.7M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-15.9K- 8.47% |
$798K - $896K
|
172K
$10.6M
|