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 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
226+ 0.49% |
$11.3K - $12.7K
|
46.3K
$2.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
223+ 0.59% |
$11.2K - $12.5K
|
38.2K
$2.28M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
216New |
$10.8K - $12.1K
|
216
$12.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
206+ 1.12% |
$10.3K - $11.6K
|
18.7K
$1.11M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
204+ 4.99% |
$10.2K - $11.5K
|
4.29K
$256K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
200+ 12.5% |
$10K - $11.2K
|
1.8K
$107K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
200+ 1.03% |
$10K - $11.2K
|
19.6K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
192+ 25.81% |
$9.61K - $10.8K
|
936
$55.9K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
191+ 3.97% |
$9.56K - $10.7K
|
5K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
188+ 1.06% |
$9.41K - $10.6K
|
17.9K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
181+ 0.6% |
$9.06K - $10.2K
|
30.2K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
147+ 0.24% |
$7.36K - $8.26K
|
60.3K
$3.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
144+ 0.31% |
$7.21K - $8.09K
|
47.1K
$2.82M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
133+ 2.88% |
$6.66K - $7.47K
|
4.75K
$284K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
132+ 0.75% |
$6.61K - $7.41K
|
17.7K
$1.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
125+ 19.53% |
$6.26K - $7.02K
|
765
$45.7K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
118+ 4.94% |
$5.91K - $6.63K
|
2.51K
$150K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
108+ 1.18% |
$5.41K - $6.07K
|
9.26K
$553K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
107New |
$5.36K - $6.01K
|
107
$6.39K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
100New |
$5.01K - $5.62K
|
100
$5.97K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
97New |
$4.85K - $5.45K
|
97
$5.79K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
97+ 1.19% |
$4.85K - $5.45K
|
8.28K
$495K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
94+ 2.63% |
$4.7K - $5.28K
|
3.66K
$219K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
93New |
$4.65K - $5.22K
|
93
$5.55K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90+ 0.15% |
$4.5K - $5.06K
|
60.9K
$3.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
67+ 0.27% |
$3.35K - $3.76K
|
25.3K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
56New |
$2.8K - $3.15K
|
56
$3.34K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
55+ 275.0% |
$2.75K - $3.09K
|
75
$4.48K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
50New |
$2.5K - $2.81K
|
50
$2.99K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
45+ 0.17% |
$2.25K - $2.53K
|
25.8K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
45New |
$2.25K - $2.53K
|
45
$2.69K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
42New |
$2.1K - $2.36K
|
42
$2.51K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
39+ 0.65% |
$1.95K - $2.19K
|
6.08K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
24+ 0.04% |
$1.2K - $1.35K
|
61.4K
$3.67M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
21+ 0.01% |
$1.05K - $1.18K
|
158K
$9.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
19New |
$951 - $1.07K
|
19
$1.13K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
18+ 1.05% |
$901 - $1.01K
|
1.74K
$104K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
17+ 0.35% |
$851 - $955
|
4.85K
$289K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
16+ 0.4% |
$801 - $899
|
4.04K
$241K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
13+ 0.18% |
$651 - $730
|
7.17K
$428K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8+ 0.23% |
$400 - $449
|
3.56K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
7+ 0.98% |
$350 - $393
|
724
$43.2K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.24% |
$300 - $337
|
2.49K
$149K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6+ 0.11% |
$300 - $337
|
5.39K
$322K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4+ 0.1% |
$200 - $225
|
4.12K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.23% |
$200 - $225
|
1.78K
$106K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.03% |
$200 - $225
|
14.5K
$865K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.01% |
$100 - $112
|
29.5K
$1.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.42% |
$100 - $112
|
480
$28.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2+ 0.02% |
$100 - $112
|
8.56K
$511K
|