Purchases and Sales Made in Q4 2023 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.98KNew |
$173K - $207K
|
3.98K
$239K
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
3.93KNew |
$171K - $204K
|
3.93K
$236K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.93KNew |
$171K - $204K
|
3.93K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.89KNew |
$169K - $202K
|
3.89K
$233K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.86K+ 67.87% |
$168K - $201K
|
9.54K
$573K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
3.86K+ 4.14% |
$168K - $201K
|
97K
$5.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.73K+ 15.3% |
$162K - $194K
|
28.1K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.69K+ 7.07% |
$160K - $192K
|
55.8K
$3.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.56K+ 2.5% |
$154K - $185K
|
146K
$8.77M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3.36K+ 9.42% |
$146K - $175K
|
39K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.25K+ 36.67% |
$141K - $169K
|
12.1K
$727K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.23K+ 7.0% |
$140K - $168K
|
49.3K
$2.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.07K+ 39.79% |
$133K - $160K
|
10.8K
$648K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.79K+ 28.33% |
$121K - $145K
|
12.7K
$760K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.65K+ 3.28% |
$115K - $138K
|
83.5K
$5.01M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.5K+ 46.42% |
$109K - $130K
|
7.9K
$474K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.39KNew |
$104K - $124K
|
2.39K
$143K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.09K+ 97.39% |
$90.7K - $109K
|
4.23K
$254K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.05KNew |
$89.1K - $107K
|
2.05K
$123K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.91K+ 2.17% |
$82.8K - $99.1K
|
89.7K
$5.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.87K+ 4.28% |
$81.2K - $97.3K
|
45.6K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.81K+ 76.25% |
$78.8K - $94.4K
|
4.19K
$252K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.76K+ 1.02% |
$76.6K - $91.8K
|
174K
$10.5M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.73K+ 3.97% |
$75K - $89.8K
|
45.2K
$2.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.72KNew |
$74.8K - $89.6K
|
1.72K
$103K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.71K+ 4.31% |
$74.1K - $88.7K
|
41.3K
$2.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.67K+ 1.96% |
$72.6K - $87K
|
87K
$5.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.65K+ 0.9% |
$71.5K - $85.6K
|
184K
$11.1M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.6K+ 2.72% |
$69.5K - $83.3K
|
60.4K
$3.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.6K+ 4.4% |
$69.5K - $83.2K
|
38K
$2.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.56K+ 17.24% |
$67.5K - $80.9K
|
10.6K
$635K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.54K+ 10.28% |
$66.8K - $80K
|
16.5K
$990K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.38K+ 1.2% |
$60.1K - $72K
|
116K
$6.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.37K+ 25.46% |
$59.6K - $71.4K
|
6.76K
$406K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.36K+ 25.75% |
$59.2K - $70.9K
|
6.65K
$399K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.32K+ 4.82% |
$57.5K - $68.8K
|
28.8K
$1.73M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.31KNew |
$56.9K - $68.2K
|
1.31K
$78.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.31KNew |
$56.9K - $68.2K
|
1.31K
$78.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.31K+ 31.98% |
$56.7K - $67.9K
|
5.39K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.28K+ 10.14% |
$55.6K - $66.6K
|
13.9K
$834K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.27K+ 2.48% |
$55K - $65.9K
|
52.3K
$3.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.18K+ 9.02% |
$51.2K - $61.3K
|
14.2K
$855K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.17K+ 16.71% |
$50.9K - $61K
|
8.19K
$491K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.17KNew |
$50.6K - $60.6K
|
1.17K
$69.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.11K+ 2.95% |
$48.2K - $57.8K
|
38.7K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.1K+ 20.65% |
$47.8K - $57.2K
|
6.43K
$386K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.07K+ 0.98% |
$46.3K - $55.4K
|
110K
$6.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.06K+ 2362.22% |
$46.2K - $55.3K
|
1.11K
$66.5K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.05K+ 1.62% |
$45.4K - $54.4K
|
65.5K
$3.93M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.01K+ 1.74% |
$43.9K - $52.6K
|
59K
$3.54M
|