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 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
46.7K+ 25.75% |
$2.34M - $2.62M
|
228K
$13.6M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
45.6K+ 108.71% |
$2.28M - $2.56M
|
87.6K
$5.23M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
43.6KNew |
$2.18M - $2.45M
|
43.6K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
41.7KNew |
$2.09M - $2.34M
|
41.7K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
40.5K+ 10.79% |
$2.03M - $2.28M
|
416K
$24.9M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
39.2K+ 3.99% |
$1.96M - $2.2M
|
1.02M
$61M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
38.9KNew |
$1.95M - $2.18M
|
38.9K
$2.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
38.2K+ 18.36% |
$1.91M - $2.15M
|
246K
$14.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
38.1K+ 165.52% |
$1.91M - $2.14M
|
61.2K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
38.1K+ 10.0% |
$1.91M - $2.14M
|
419K
$25M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.8KNew |
$1.79M - $2.01M
|
35.8K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.3K+ 158.41% |
$1.77M - $1.98M
|
57.5K
$3.44M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
35.2K+ 86.69% |
$1.76M - $1.98M
|
75.7K
$4.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
34.5K+ 211.4% |
$1.73M - $1.94M
|
50.8K
$3.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
32.8K+ 14.99% |
$1.64M - $1.84M
|
252K
$15M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
31.7K+ 18.46% |
$1.59M - $1.78M
|
203K
$12.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
31K+ 59.91% |
$1.55M - $1.74M
|
82.7K
$4.94M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30.1K+ 9.35% |
$1.51M - $1.69M
|
352K
$21M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
29.9K+ 9.5% |
$1.5M - $1.68M
|
344K
$20.6M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
28.2K+ 39.75% |
$1.41M - $1.59M
|
99.3K
$5.93M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.8K+ 14.69% |
$1.39M - $1.56M
|
217K
$13M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27K+ 14.09% |
$1.35M - $1.51M
|
218K
$13M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
26.2KNew |
$1.31M - $1.47M
|
26.2K
$1.56M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
26K+ 9.47% |
$1.3M - $1.46M
|
301K
$18M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.6K+ 19.92% |
$1.28M - $1.44M
|
154K
$9.19M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.3K+ 4.83% |
$1.27M - $1.42M
|
550K
$32.9M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
24.2K+ 87.28% |
$1.21M - $1.36M
|
52K
$3.11M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
23.3K+ 55.42% |
$1.17M - $1.31M
|
65.5K
$3.91M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
22.9K+ 9.61% |
$1.15M - $1.29M
|
261K
$15.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.9K+ 6.32% |
$1.14M - $1.28M
|
384K
$23M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
21.8KNew |
$1.09M - $1.22M
|
21.8K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
21.7K+ 127.45% |
$1.08M - $1.22M
|
38.6K
$2.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
21.4K+ 19.61% |
$1.07M - $1.2M
|
131K
$7.81M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.4K+ 28.03% |
$1.07M - $1.2M
|
97.7K
$5.83M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
21K+ 62.94% |
$1.05M - $1.18M
|
54.3K
$3.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
19.8K+ 105.19% |
$992K - $1.11M
|
38.7K
$2.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.8K+ 20.41% |
$990K - $1.11M
|
117K
$6.97M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
19.3K+ 49.5% |
$967K - $1.09M
|
58.3K
$3.48M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
18.5KNew |
$926K - $1.04M
|
18.5K
$1.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.2KNew |
$911K - $1.02M
|
18.2K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
18.1K+ 23.58% |
$907K - $1.02M
|
95K
$5.67M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
17.6K+ 38.37% |
$882K - $990K
|
63.5K
$3.79M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16.6K+ 41.39% |
$830K - $931K
|
56.6K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
16.3KNew |
$817K - $917K
|
16.3K
$975K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
15.3K+ 9.24% |
$767K - $861K
|
181K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
14.8KNew |
$740K - $831K
|
14.8K
$883K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14.2K+ 34.38% |
$711K - $798K
|
55.5K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.9K+ 5563.6% |
$696K - $781K
|
14.2K
$846K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
12.6K+ 77.22% |
$633K - $710K
|
29K
$1.73M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.6KNew |
$632K - $709K
|
12.6K
$754K
|