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 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-313- 1.97% |
$13.6K - $16.3K
|
15.5K
$934K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-319- 0.16% |
$13.9K - $16.6K
|
204K
$12.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-371- 7.45% |
$16.1K - $19.3K
|
4.61K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-471- 1.88% |
$20.5K - $24.5K
|
24.6K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-472- 3.07% |
$20.5K - $24.6K
|
14.9K
$896K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-482- 3.14% |
$20.9K - $25.1K
|
14.9K
$893K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-493- 12.13% |
$21.4K - $25.7K
|
3.57K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-500- 17.78% |
$21.7K - $26K
|
2.31K
$139K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-504- 0.16% |
$21.9K - $26.2K
|
322K
$19.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-588- 12.49% |
$25.5K - $30.6K
|
4.12K
$247K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-600- 86.46% |
$26.1K - $31.2K
|
94
$5.64K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-656- 0.36% |
$28.5K - $34.1K
|
181K
$10.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-674- 2.76% |
$29.3K - $35.1K
|
23.8K
$1.43M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-752- 1.75% |
$32.7K - $39.1K
|
42.1K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-802- 2.19% |
$34.8K - $41.7K
|
35.9K
$2.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-868- 3.64% |
$37.7K - $45.2K
|
23K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-889- 3.8% |
$38.6K - $46.3K
|
22.5K
$1.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-899- 0.58% |
$39.1K - $46.8K
|
154K
$9.23M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-901- 8.78% |
$39.1K - $46.9K
|
9.36K
$562K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-945- 1.89% |
$41.1K - $49.2K
|
48.9K
$2.94M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-949- 1.48% |
$41.2K - $49.4K
|
63.1K
$3.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1K- 17.94% |
$43.6K - $52.2K
|
4.59K
$275K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.03K- 0.58% |
$44.7K - $53.6K
|
175K
$10.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.05K- 4.14% |
$45.4K - $54.4K
|
24.2K
$1.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 3.57% |
$45.6K - $54.6K
|
28.3K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.06K- 2.09% |
$46K - $55.2K
|
49.7K
$2.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.06K- 7.24% |
$46.2K - $55.4K
|
13.6K
$818K
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1.11K- 4.09% |
$48K - $57.5K
|
25.9K
$1.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.12K- 3.74% |
$48.8K - $58.5K
|
28.9K
$1.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.14K- 6.31% |
$49.3K - $59.1K
|
16.9K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.15K- 4.35% |
$49.8K - $59.6K
|
25.2K
$1.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.4K- 10.12% |
$60.6K - $72.6K
|
12.4K
$744K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-1.49K- 11.28% |
$64.8K - $77.6K
|
11.7K
$704K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.5K- 5.55% |
$65.2K - $78.1K
|
25.5K
$1.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.53K- 2.87% |
$66.4K - $79.5K
|
51.7K
$3.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.63K- 3.86% |
$70.7K - $84.7K
|
40.6K
$2.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.65K- 1.39% |
$71.8K - $86.1K
|
117K
$7.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.79K- 0.47% |
$77.7K - $93.1K
|
376K
$22.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.81K- 2.63% |
$78.7K - $94.2K
|
67.1K
$4.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.85K- 20.12% |
$80.2K - $96.1K
|
7.33K
$440K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.94K- 9.16% |
$84.2K - $101K
|
19.2K
$1.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.97K- 16.67% |
$85.4K - $102K
|
9.83K
$590K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.97K- 4.98% |
$85.6K - $103K
|
37.6K
$2.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.04K- 5.62% |
$88.7K - $106K
|
34.3K
$2.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.06K- 11.28% |
$89.4K - $107K
|
16.2K
$972K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.06K- 30.02% |
$89.6K - $107K
|
4.81K
$289K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.06K- 16.36% |
$89.7K - $107K
|
10.6K
$633K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.08K- 10.32% |
$90.1K - $108K
|
18K
$1.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.12K- 15.92% |
$92K - $110K
|
11.2K
$671K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.13K- 2.61% |
$92.7K - $111K
|
79.7K
$4.78M
|