Purchases and Sales Made in Q4 2023 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-167K- 53.29% |
$7.24M - $8.67M
|
146K
$8.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-186K- 9.83% |
$8.06M - $9.65M
|
1.7M
$102M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-302K- 8.37% |
$13.1M - $15.7M
|
3.31M
$198M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-310K- 47.35% |
$13.5M - $16.1M
|
345K
$20.6M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-391K- 34.66% |
$17M - $20.4M
|
738K
$44M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-442K- 94.11% |
$19.2M - $23M
|
27.7K
$1.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-737K- 24.76% |
$32M - $38.3M
|
2.24M
$134M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-779K- 17.69% |
$33.8M - $40.5M
|
3.62M
$216M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.92M- 12.81% |
$83.3M - $99.8M
|
13M
$779M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.49M- 98.06% |
$282M - $338M
|
128K
$7.65M
|