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 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-597- 8.14% |
$29.9K - $33.5K
|
6.74K
$402K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-601- 4.41% |
$30.1K - $33.8K
|
13K
$777K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-628- 3.73% |
$31.4K - $35.3K
|
16.2K
$969K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-629- 3.8% |
$31.5K - $35.3K
|
15.9K
$951K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-630- 7.27% |
$31.5K - $35.4K
|
8.04K
$480K
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-630- 10.93% |
$31.5K - $35.4K
|
5.14K
$307K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-680- 2.85% |
$34K - $38.2K
|
23.2K
$1.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-726- 12.59% |
$36.3K - $40.8K
|
5.04K
$301K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-780- 17.0% |
$39K - $43.8K
|
3.81K
$227K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-830- 2.21% |
$41.5K - $46.6K
|
36.8K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-887- 13.98% |
$44.4K - $49.8K
|
5.46K
$326K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-927- 5.96% |
$46.4K - $52.1K
|
14.6K
$873K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-951- 1.78% |
$47.6K - $53.4K
|
52.5K
$3.14M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-953- 59.19% |
$47.7K - $53.5K
|
657
$39.2K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-982- 7.93% |
$49.1K - $55.2K
|
11.4K
$681K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.06K- 7.15% |
$53.2K - $59.7K
|
13.8K
$825K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.1K- 62.86% |
$55.1K - $61.8K
|
650
$38.8K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-1.11K- 0.38% |
$55.6K - $62.4K
|
293K
$17.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.12K- 3.12% |
$56.1K - $62.9K
|
34.7K
$2.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.17K- 1.32% |
$58.6K - $65.7K
|
87.2K
$5.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.18K- 7.03% |
$58.9K - $66.1K
|
15.5K
$929K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.19K- 1.85% |
$59.7K - $67K
|
63.3K
$3.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.21K- 3.73% |
$60.7K - $68.1K
|
31.2K
$1.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.22K- 3.4% |
$61.2K - $68.7K
|
34.7K
$2.07M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.23K- 18.54% |
$61.7K - $69.3K
|
5.42K
$324K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.25K- 5.28% |
$62.4K - $70K
|
22.4K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.31K- 5.3% |
$65.3K - $73.3K
|
23.3K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.39K- 8.63% |
$69.6K - $78.1K
|
14.7K
$879K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.41K- 10.33% |
$70.5K - $79.1K
|
12.2K
$730K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.42K- 2.36% |
$71.2K - $79.9K
|
58.8K
$3.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.45K- 0.83% |
$72.3K - $81.2K
|
173K
$10.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.48K- 8.54% |
$73.9K - $83K
|
15.8K
$945K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.49K- 2.56% |
$74.4K - $83.5K
|
56.6K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.49K- 2.08% |
$74.6K - $83.7K
|
70.1K
$4.19M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-1.53K- 19.07% |
$76.4K - $85.7K
|
6.48K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-1.53K- 3.09% |
$76.7K - $86.1K
|
48K
$2.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 2.63% |
$79.1K - $88.8K
|
58.5K
$3.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.62K- 12.88% |
$81K - $90.9K
|
11K
$654K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.66K- 1.42% |
$83.2K - $93.4K
|
115K
$6.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.7K- 6.89% |
$84.9K - $95.3K
|
22.9K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.7K- 17.87% |
$85.1K - $95.5K
|
7.81K
$466K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.73K- 3.81% |
$86.4K - $96.9K
|
43.5K
$2.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.73K- 5.37% |
$86.6K - $97.2K
|
30.5K
$1.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.92K- 3.26% |
$96.3K - $108K
|
57.1K
$3.41M
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.99K- 8.2% |
$99.3K - $111K
|
22.2K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2K- 10.01% |
$100K - $112K
|
18K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-2.02K- 48.27% |
$101K - $114K
|
2.17K
$130K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2.05K- 25.91% |
$102K - $115K
|
5.85K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.05K- 14.32% |
$103K - $115K
|
12.3K
$732K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.06K- 5.96% |
$103K - $116K
|
32.5K
$1.94M
|