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 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.55K+ 4.21% |
$77.6K - $87.1K
|
38.4K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.52K+ 1.41% |
$75.8K - $85.1K
|
109K
$6.52M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.51K+ 15.84% |
$75.6K - $84.9K
|
11.1K
$660K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.45K+ 11.45% |
$72.5K - $81.3K
|
14.1K
$842K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.41KNew |
$70.5K - $79.1K
|
1.41K
$84.1K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.29K+ 12.04% |
$64.7K - $72.6K
|
12K
$718K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.25K+ 2.4% |
$62.7K - $70.4K
|
53.5K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.21KNew |
$60.6K - $68K
|
1.21K
$72.3K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.18K+ 14.18% |
$59K - $66.2K
|
9.49K
$566K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
984+ 18.75% |
$49.2K - $55.3K
|
6.23K
$372K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
953+ 1.37% |
$47.7K - $53.5K
|
70.4K
$4.21M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
949+ 5.96% |
$47.5K - $53.3K
|
16.9K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
949+ 1.36% |
$47.5K - $53.3K
|
70.9K
$4.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
934+ 7.52% |
$46.7K - $52.5K
|
13.4K
$797K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
911+ 9.74% |
$45.6K - $51.2K
|
10.3K
$613K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
868+ 16.0% |
$43.4K - $48.8K
|
6.29K
$376K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
850+ 109.68% |
$42.5K - $47.7K
|
1.63K
$97K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
824+ 1.48% |
$41.2K - $46.3K
|
56.6K
$3.38M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
819+ 4.26% |
$41K - $46K
|
20K
$1.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
794+ 3.29% |
$39.7K - $44.6K
|
24.9K
$1.49M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
679+ 2.52% |
$34K - $38.1K
|
27.6K
$1.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
669+ 8.42% |
$33.5K - $37.6K
|
8.62K
$515K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
609+ 7.74% |
$30.5K - $34.2K
|
8.48K
$506K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
604New |
$30.2K - $33.9K
|
604
$36.1K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
603+ 5.14% |
$30.2K - $33.9K
|
12.3K
$736K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
529+ 1.16% |
$26.5K - $29.7K
|
46.1K
$2.75M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
519+ 7.68% |
$26K - $29.2K
|
7.28K
$435K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
508+ 3.57% |
$25.4K - $28.5K
|
14.8K
$881K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
485+ 3.6% |
$24.3K - $27.2K
|
14K
$833K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
480+ 2.8% |
$24K - $27K
|
17.6K
$1.05M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
466New |
$23.3K - $26.2K
|
466
$27.8K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
418+ 46.81% |
$20.9K - $23.5K
|
1.31K
$78.3K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
413+ 0.58% |
$20.7K - $23.2K
|
71.7K
$4.28M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
402+ 3.8% |
$20.1K - $22.6K
|
11K
$655K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
399+ 8.95% |
$20K - $22.4K
|
4.86K
$290K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
393New |
$19.7K - $22.1K
|
393
$23.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
384+ 2.13% |
$19.2K - $21.6K
|
18.4K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
353+ 1.25% |
$17.7K - $19.8K
|
28.7K
$1.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
348+ 1.55% |
$17.4K - $19.5K
|
22.8K
$1.36M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
315New |
$15.8K - $17.7K
|
315
$18.8K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
308+ 2.76% |
$15.4K - $17.3K
|
11.5K
$686K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
308+ 0.89% |
$15.4K - $17.3K
|
34.8K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
300New |
$15K - $16.9K
|
300
$17.9K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
294+ 3.79% |
$14.7K - $16.5K
|
8.05K
$481K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
275+ 3.5% |
$13.8K - $15.4K
|
8.14K
$486K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
264New |
$13.2K - $14.8K
|
264
$15.8K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
262+ 7.96% |
$13.1K - $14.7K
|
3.55K
$212K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
234New |
$11.7K - $13.1K
|
234
$14K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
229+ 4.25% |
$11.5K - $12.9K
|
5.62K
$335K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
226+ 1.18% |
$11.3K - $12.7K
|
19.3K
$1.15M
|