Purchases and Sales Made in Q4 2023 in First Trust Rising Dividend Ac (RDVY)

RDVY Quotes by TradingView

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 01, 2024 Q4 2023
Larson Financial Group LLC

BUY
 -
1K
+ 67.64%
$43.5K - $52.1K
2.48K $148K
Jan 29, 2024 Q4 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
920
+ 3.16%
$40K - $47.9K
30.1K $1.8M
Feb 08, 2024 Q4 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
824
+ 5.32%
$35.8K - $42.9K
16.3K $974K
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
823
New
$35.8K - $42.8K
823 $49.1K
Jan 30, 2024 Q4 2023
Grove Bank & Trust

BUY
 -
810
New
$35.2K - $42.2K
810 $48.4K
Feb 01, 2024 Q4 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
808
+ 286.52%
$35.1K - $42K
1.09K $65.1K
Jan 08, 2024 Q4 2023
Lynch & Associates

BUY
 -
787
+ 16.68%
$34.2K - $41K
5.5K $329K
Feb 08, 2024 Q4 2023
First Heartland Consultants, Inc.

BUY
 -
786
+ 0.33%
$34.1K - $40.9K
238K $14.2M
Jan 29, 2024 Q4 2023
Wealth Effects LLC

BUY
 -
765
+ 2.27%
$33.2K - $39.8K
34.5K $2.06M
Feb 14, 2024 Q4 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
757
+ 2.25%
$32.9K - $39.4K
34.5K $2.06M
Feb 12, 2024 Q4 2023
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
717
New
$31.1K - $37.3K
717 $42.8K
Feb 12, 2024 Q4 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
690
New
$30K - $35.9K
690 $41.2K
Jan 16, 2024 Q4 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
682
+ 14.51%
$29.6K - $35.5K
5.38K $321K
Jan 24, 2024 Q4 2023
Central Trust CO

Jefferson City, MO
BUY
 -
679
+ 63.4%
$29.5K - $35.3K
1.75K $105K
Feb 05, 2024 Q4 2023
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
678
+ 4.46%
$29.5K - $35.3K
15.9K $949K
Jan 10, 2024 Q4 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
668
+ 3.54%
$29K - $34.8K
19.6K $1.17M
Jan 16, 2024 Q4 2023
Hbw Advisory Services LLC

BUY
 -
625
+ 1.67%
$27.2K - $32.5K
38.1K $2.27M
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
616
New
$26.8K - $32.1K
616 $36.8K
Feb 01, 2024 Q4 2023
Element Wealth, LLC

BUY
 -
597
+ 22.15%
$25.9K - $31.1K
3.29K $197K
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
577
+ 0.54%
$25.1K - $30K
108K $6.43M
Jan 24, 2024 Q4 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
555
New
$24.1K - $28.9K
555 $33.1K
Jan 24, 2024 Q4 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
550
+ 0.58%
$23.9K - $28.6K
95.4K $5.69M
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

BUY
 -
536
+ 4.15%
$23.3K - $27.9K
13.5K $804K
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

BUY
 -
524
New
$22.8K - $27.3K
524 $31.3K
Feb 13, 2024 Q4 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
518
+ 0.73%
$22.5K - $27K
71.6K $4.28M
Jan 22, 2024 Q4 2023
Pfg Private Wealth Management, LLC

BUY
 -
512
New
$22.2K - $26.6K
512 $30.6K
Feb 26, 2024 Q4 2023
Centaurus Financial, Inc.

BUY
 -
478
+ 4.65%
$20.8K - $24.9K
10.8K $642K
Jan 23, 2024 Q4 2023
Farmers & Merchants Investments Inc

BUY
 -
476
New
$20.7K - $24.8K
476 $28.4K
Feb 05, 2024 Q4 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
453
+ 0.65%
$19.7K - $23.6K
70.2K $4.19M
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
439
New
$19.1K - $22.8K
439 $26.2K
Jan 09, 2024 Q4 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
418
+ 5.59%
$18.2K - $21.8K
7.9K $472K
Jan 22, 2024 Q4 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
399
+ 5.9%
$17.3K - $20.8K
7.16K $427K
Jan 19, 2024 Q4 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
345
+ 3.92%
$15K - $18K
9.15K $546K
Jan 18, 2024 Q4 2023
Wealth Care Investment Partners, LLC

BUY
 -
342
+ 0.57%
$14.9K - $17.8K
60.2K $3.59M
Jan 10, 2024 Q4 2023
Dynamic Advisor Solutions LLC

BUY
 -
323
+ 6.48%
$14K - $16.8K
5.31K $317K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
307
New
$13.3K - $16K
307 $18.3K
Jan 24, 2024 Q4 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
300
+ 1.97%
$13K - $15.6K
15.5K $925K
Feb 05, 2024 Q4 2023
Hexagon Capital Partners LLC

BUY
 -
300
New
$13K - $15.6K
300 $17.9K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
300
New
$13K - $15.6K
300 $17.9K
Jan 23, 2024 Q4 2023
Davenport & CO LLC

BUY
 -
286
+ 4.42%
$12.4K - $14.9K
6.76K $404K
Feb 13, 2024 Q4 2023
Jones Financial Companies Lllp

BUY
 -
250
New
$10.9K - $13K
250 $14.9K
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
BUY
 -
229
+ 22900.0%
$9.95K - $11.9K
230 $13.7K
Jan 25, 2024 Q4 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
223
+ 87.45%
$9.69K - $11.6K
478 $28.5K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
215
New
$9.34K - $11.2K
215 $12.8K
Jun 26, 2024 Q4 2023
Old Port Advisors

BUY
 -
209
+ 2.68%
$9.08K - $10.9K
8K $478K
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
208
New
$9.04K - $10.8K
208 $12.4K
Jan 16, 2024 Q4 2023
Thompson Investment Management, Inc.

BUY
 -
200
New
$8.69K - $10.4K
200 $11.9K
Feb 12, 2024 Q4 2023
Money Concepts Capital Corp

BUY
 -
188
+ 2.45%
$8.17K - $9.78K
7.86K $470K
Feb 08, 2024 Q4 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
147
+ 0.78%
$6.39K - $7.65K
19.1K $1.14M

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