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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1+ 0.02% |
$50.1 - $56.2
|
6.43K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.33% |
$50.1 - $56.2
|
308
$18.4K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2- -0.0% |
$100 - $112
|
50K
$2.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-4- 0.03% |
$200 - $225
|
15.5K
$923K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-6- 0.07% |
$300 - $337
|
8.24K
$492K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-17- 0.52% |
$851 - $955
|
3.26K
$195K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-27- 0.34% |
$1.35K - $1.52K
|
7.87K
$470K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-30- 0.68% |
$1.5K - $1.69K
|
4.4K
$263K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-32- 0.69% |
$1.6K - $1.8K
|
4.6K
$275K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-36- 0.24% |
$1.8K - $2.02K
|
14.9K
$889K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-48- 1.07% |
$2.4K - $2.7K
|
4.44K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-61- 3.46% |
$3.05K - $3.43K
|
1.7K
$102K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-73- 0.38% |
$3.65K - $4.1K
|
19.2K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-83- 0.28% |
$4.15K - $4.66K
|
29.4K
$1.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-88- 7.28% |
$4.4K - $4.94K
|
1.12K
$66.9K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-89- 1.89% |
$4.45K - $5K
|
4.62K
$276K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-119- 2.72% |
$5.96K - $6.68K
|
4.26K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-128- 2.36% |
$6.41K - $7.19K
|
5.3K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-135- 0.97% |
$6.76K - $7.58K
|
13.8K
$822K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-140- 15.64% |
$7.01K - $7.86K
|
755
$45.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-141- 49.3% |
$7.06K - $7.92K
|
145
$8.66K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-170- 1.37% |
$8.51K - $9.55K
|
12.2K
$730K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-173- 75.22% |
$8.66K - $9.72K
|
57
$3.4K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-180- 7.79% |
$9.01K - $10.1K
|
2.13K
$127K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-180- 0.19% |
$9.01K - $10.1K
|
96.8K
$5.78M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-197- 3.49% |
$9.86K - $11.1K
|
5.45K
$325K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-200- 1.17% |
$10K - $11.2K
|
17K
$1.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-200- 0.96% |
$10K - $11.2K
|
20.6K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-220- 3.15% |
$11K - $12.4K
|
6.76K
$404K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-220- 1.11% |
$11K - $12.4K
|
19.7K
$1.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-228- 4.29% |
$11.4K - $12.8K
|
5.08K
$303K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-247- 1.26% |
$12.4K - $13.9K
|
19.3K
$1.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-253- 23.21% |
$12.7K - $14.2K
|
837
$50K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-260- 0.27% |
$13K - $14.6K
|
95.1K
$5.68M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-278- 1.07% |
$13.9K - $15.6K
|
25.8K
$1.54M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-279- 2.88% |
$14K - $15.7K
|
9.41K
$562K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-290- 1.0% |
$14.5K - $16.3K
|
28.6K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-305- 2.52% |
$15.3K - $17.1K
|
11.8K
$705K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-323- 4.15% |
$16.2K - $18.1K
|
7.46K
$445K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-327- 1.81% |
$16.4K - $18.4K
|
17.7K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-350- 5.25% |
$17.5K - $19.7K
|
6.32K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-353- 1.02% |
$17.7K - $19.8K
|
34.1K
$2.04M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-380- 0.6% |
$19K - $21.3K
|
62.7K
$3.75M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-388- 0.79% |
$19.4K - $21.8K
|
48.9K
$2.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-412- 86.55% |
$20.6K - $23.1K
|
64
$3.82K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-418- 1.27% |
$20.9K - $23.5K
|
32.5K
$1.94M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-443- 2.86% |
$22.2K - $24.9K
|
15.1K
$899K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-443- 0.5% |
$22.2K - $24.9K
|
88.4K
$5.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-516- 1.99% |
$25.8K - $29K
|
25.4K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-531- 1.07% |
$26.6K - $29.8K
|
49.2K
$2.94M
|