Purchases and Sales Made in Q4 2023 in First Trust Rising Dividend Ac (RDVY)

RDVY Quotes by TradingView

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
Jan 16, 2024 Q4 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
145
+ 0.79%
$6.3K - $7.55K
18.4K $1.11M
Jan 25, 2024 Q4 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
124
+ 1.01%
$5.39K - $6.45K
12.4K $744K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
114
+ 4.36%
$4.95K - $5.93K
2.73K $164K
Feb 13, 2024 Q4 2023
Cibc Private Wealth Group, LLC

BUY
 -
113
+ 2.13%
$4.91K - $5.88K
5.43K $326K
Jan 09, 2024 Q4 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
100
+ 0.4%
$4.34K - $5.2K
25.3K $1.52M
Jan 19, 2024 Q4 2023
Signature Securities Group Corporation

BUY
 -
89
+ 0.25%
$3.87K - $4.63K
36.2K $2.17M
Jan 18, 2024 Q4 2023
Accel Wealth Management

BUY
 -
80
+ 0.2%
$3.48K - $4.16K
39.6K $2.38M
Jan 30, 2024 Q4 2023
Aurora Private Wealth, Inc.

BUY
 -
62
+ 0.35%
$2.69K - $3.23K
18K $1.08M
Feb 14, 2024 Q4 2023
Bokf, Na

Tulsa, OK
BUY
 -
61
+ 3.58%
$2.65K - $3.17K
1.77K $106K
Feb 14, 2024 Q4 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
52
+ 0.36%
$2.26K - $2.71K
14.6K $877K
Jan 25, 2024 Q4 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
41
+ 2.05%
$1.78K - $2.13K
2.04K $123K
Jan 12, 2024 Q4 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
20
+ 0.08%
$869 - $1.04K
23.8K $1.43M
Feb 06, 2024 Q4 2023
South State Corp

BUY
 -
20
New
$869 - $1.04K
20 $1.2K
Feb 23, 2024 Q4 2023
Chicago Partners Investment Group LLC

BUY
 -
19
+ 0.13%
$825 - $989
14.5K $870K
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

BUY
 -
16
+ 0.09%
$695 - $833
17K $1.02M
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
14
+ 0.4%
$608 - $729
3.55K $213K
Feb 09, 2024 Q4 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
10
+ 0.02%
$434 - $520
40.5K $2.43M
Jan 05, 2024 Q4 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
10
+ 0.22%
$434 - $520
4.62K $277K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
6
+ 0.34%
$261 - $312
1.78K $107K
Jan 30, 2024 Q4 2023
Archer Investment Corp

BUY
 -
4
+ 0.1%
$174 - $208
4.04K $242K
Jan 22, 2024 Q4 2023
Mayflower Financial Advisors, LLC

BUY
 -
4
+ 0.02%
$174 - $208
20K $1.2M
Feb 13, 2024 Q4 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
3
+ 0.03%
$130 - $156
9.07K $545K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
0
New
$0 - $0
0 $0
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-16
- 1.76%
$695 - $833
893 $53.6K
Jan 09, 2024 Q4 2023
Purus Wealth Management, LLC

SELL
 -
-20
- 0.04%
$869 - $1.04K
53.5K $3.21M
Feb 05, 2024 Q4 2023
Kapstone Financial Advisors LLC

Dayton, OH
SELL
 -
-29
- 0.26%
$1.26K - $1.51K
11.1K $667K
Feb 06, 2024 Q4 2023
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-81
- 2.41%
$3.52K - $4.22K
3.27K $197K
Feb 05, 2024 Q4 2023
Fee Only Financial Planning, L.C.

Okatie, SC
SELL
 -
-100
- 1.71%
$4.34K - $5.2K
5.77K $346K
Feb 02, 2024 Q4 2023
Iag Wealth Partners, LLC

SELL
 -
-110
- 6.43%
$4.78K - $5.72K
1.6K $96.1K
Feb 09, 2024 Q4 2023
Crewe Advisors LLC

SELL
 -
-120
- 11.82%
$5.21K - $6.24K
895 $53.7K
Jan 29, 2024 Q4 2023
Pcg Wealth Advisors, LLC

SELL
 -
-150
- 0.87%
$6.52K - $7.81K
17.2K $1.03M
Feb 07, 2024 Q4 2023
Pacific Sun Financial Corp

SELL
 -
-150
- 2.2%
$6.52K - $7.81K
6.67K $400K
Feb 01, 2024 Q4 2023
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-153
- 2.08%
$6.65K - $7.96K
7.22K $433K
Mar 04, 2024 Q4 2023
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-157
- 3.7%
$6.82K - $8.17K
4.09K $245K
Nov 12, 2024 Q4 2023
Mid Atlantic Capital Management, Inc.

Richmond, VA
SELL
 -
-179
- 9.2%
$7.78K - $9.32K
1.77K $106K
Aug 29, 2024 Q4 2023
Centennial Bank/Ar/

Conway, AR
SELL
 -
-188
- 5.9%
$8.17K - $9.78K
3K $180K
Jan 12, 2024 Q4 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-192
- 0.94%
$8.34K - $9.99K
20.3K $1.22M
Feb 06, 2024 Q4 2023
Gds Wealth Management

SELL
 -
-193
- 4.22%
$8.38K - $10K
4.38K $263K
Jan 29, 2024 Q4 2023
Kennedy Investment Group

West Depford, NJ
SELL
 -
-194
- 4.14%
$8.43K - $10.1K
4.49K $270K
Jan 19, 2024 Q4 2023
Sfg Wealth Management, Llc.

SELL
 -
-200
- 2.48%
$8.69K - $10.4K
7.87K $472K
Jan 17, 2024 Q4 2023
Red Door Wealth Management, LLC

SELL
 -
-220
- 3.37%
$9.56K - $11.4K
6.31K $379K
Feb 01, 2024 Q4 2023
Greenwich Wealth Management LLC

Greenwich, CT
SELL
 -
-227
- 2.55%
$9.86K - $11.8K
8.67K $520K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-230
- 0.64%
$9.99K - $12K
36K $2.16M
Jan 17, 2024 Q4 2023
Keystone Wealth Services, LLC

SELL
 -
-259
- 2.82%
$11.3K - $13.5K
8.91K $535K
Jan 31, 2024 Q4 2023
Waterfront Wealth Inc.

SELL
 -
-280
- 1.92%
$12.2K - $14.6K
14.3K $859K
Jan 24, 2024 Q4 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-293
- 3.41%
$12.7K - $15.2K
8.31K $499K
Jan 30, 2024 Q4 2023
Moloney Securities Asset Management, LLC

SELL
 -
-296
- 1.76%
$12.9K - $15.4K
16.6K $994K
Feb 08, 2024 Q4 2023
Wealth Trust Asset Management, LLC

Destin, FL
SELL
 -
-300
- 5.24%
$13K - $15.6K
5.43K $326K
Jan 23, 2024 Q4 2023
Lvz, Inc.

SELL
 -
-301
- 3.65%
$13.1K - $15.7K
7.95K $477K

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