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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
44K+ 19.09% |
$1.91M - $2.29M
|
275K
$16.4M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
41.4K+ 109.85% |
$1.8M - $2.15M
|
79.1K
$4.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
40.1KNew |
$1.74M - $2.08M
|
40.1K
$2.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
39K+ 105.25% |
$1.7M - $2.03M
|
76.1K
$4.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
39K+ 46.26% |
$1.69M - $2.03M
|
123K
$7.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
37.8K+ 107.39% |
$1.64M - $1.97M
|
73K
$4.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.8K+ 11.34% |
$1.6M - $1.92M
|
362K
$21.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
36.8KNew |
$1.6M - $1.92M
|
36.8K
$2.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
33.8K+ 18.26% |
$1.47M - $1.76M
|
219K
$13.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
33.3KNew |
$1.45M - $1.73M
|
33.3K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
33.3K+ 43.04% |
$1.45M - $1.73M
|
111K
$6.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
32.9KNew |
$1.43M - $1.71M
|
32.9K
$1.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
32.2KNew |
$1.4M - $1.68M
|
32.2K
$1.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
29.2K+ 163.67% |
$1.27M - $1.52M
|
47K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
27.2K+ 413.08% |
$1.18M - $1.42M
|
33.8K
$2.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
27K+ 26.27% |
$1.17M - $1.4M
|
130K
$7.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26.6KNew |
$1.16M - $1.38M
|
26.6K
$1.59M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
25.9K+ 4.39% |
$1.12M - $1.35M
|
615K
$36.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
25.7K+ 37.84% |
$1.12M - $1.34M
|
93.7K
$5.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.7K+ 32.37% |
$1.03M - $1.23M
|
96.9K
$5.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
23KNew |
$1M - $1.2M
|
23K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.5K+ 25.43% |
$977K - $1.17M
|
111K
$6.62M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
22.3K+ 68.06% |
$968K - $1.16M
|
55K
$3.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
21.5KNew |
$936K - $1.12M
|
21.5K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
21.4K+ 128.62% |
$930K - $1.11M
|
38.1K
$2.27M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
21.4KNew |
$929K - $1.11M
|
21.4K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
21.3K+ 29.76% |
$923K - $1.11M
|
92.7K
$5.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.4K+ 7.95% |
$844K - $1.01M
|
264K
$15.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.4KNew |
$842K - $1.01M
|
19.4K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
19.3KNew |
$839K - $1.01M
|
19.3K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
17.3KNew |
$751K - $900K
|
17.3K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
16.7KNew |
$727K - $870K
|
16.7K
$999K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16.2K+ 29.57% |
$704K - $844K
|
71.1K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16.1K+ 47.67% |
$699K - $838K
|
49.9K
$2.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15.9K+ 9.49% |
$691K - $828K
|
183K
$11M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
15.5KNew |
$672K - $804K
|
15.5K
$923K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
15.4K+ 68.39% |
$668K - $800K
|
37.9K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
15K+ 10.52% |
$653K - $783K
|
158K
$9.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15K+ 15.16% |
$653K - $782K
|
114K
$6.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
14.1K+ 3.56% |
$613K - $734K
|
411K
$24.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.6KNew |
$591K - $709K
|
13.6K
$813K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
13.4KNew |
$581K - $696K
|
13.4K
$799K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
13.1K+ 1.35% |
$568K - $681K
|
983K
$58.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13KNew |
$563K - $674K
|
13K
$774K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
12.6K+ 3.47% |
$548K - $656K
|
376K
$22.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12K+ 28.69% |
$521K - $624K
|
53.8K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.8K+ 14.58% |
$511K - $612K
|
92.5K
$5.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.6K+ 14.4% |
$502K - $601K
|
91.8K
$5.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
10.2K+ 3.2% |
$443K - $531K
|
329K
$19.6M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
10.1KNew |
$439K - $526K
|
10.1K
$604K
|