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 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.15K- 7.7% |
$93.4K - $112K
|
25.8K
$1.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.25K- 18.85% |
$97.7K - $117K
|
9.69K
$578K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2.28K- 11.47% |
$98.9K - $118K
|
17.6K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.28K- 7.18% |
$99.2K - $119K
|
29.5K
$1.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.28K- 2.93% |
$99.2K - $119K
|
75.7K
$4.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.29K- 2.86% |
$99.4K - $119K
|
77.8K
$4.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.32K- 16.21% |
$101K - $121K
|
12K
$717K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.34K- 0.61% |
$102K - $122K
|
381K
$22.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.35K- 2.9% |
$102K - $122K
|
78.4K
$4.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.4K- 13.13% |
$104K - $125K
|
15.9K
$950K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-2.54K- 7.26% |
$110K - $132K
|
32.5K
$1.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.55K- 1.23% |
$111K - $133K
|
204K
$12.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.63K- 3.16% |
$114K - $137K
|
80.5K
$4.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.68K- 4.72% |
$116K - $139K
|
54.1K
$3.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.74K- 1.64% |
$119K - $142K
|
164K
$9.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.81K- 1.85% |
$122K - $146K
|
149K
$8.88M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.84K- 7.33% |
$123K - $148K
|
35.9K
$2.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.9K- 42.06% |
$126K - $151K
|
3.99K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.95K- 7.33% |
$128K - $154K
|
37.3K
$2.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.98K- 11.2% |
$129K - $155K
|
23.6K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.07K- 5.58% |
$134K - $160K
|
52.1K
$3.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.29K- 9.98% |
$143K - $171K
|
29.7K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-3.32K- 6.27% |
$144K - $173K
|
49.6K
$2.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.32K- 20.88% |
$144K - $173K
|
12.6K
$751K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.53K- 5.28% |
$153K - $184K
|
63.3K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.66K- 13.33% |
$159K - $190K
|
23.8K
$1.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.33K- 0.93% |
$188K - $225K
|
461K
$27.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.35K- 25.93% |
$189K - $226K
|
12.4K
$741K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4.37K- 2.35% |
$190K - $228K
|
181K
$10.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.46K- 15.35% |
$194K - $232K
|
24.6K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.76K- 86.49% |
$207K - $248K
|
744
$44.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.94K- 13.13% |
$214K - $257K
|
32.7K
$1.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-5.46K- 48.63% |
$237K - $284K
|
5.77K
$344K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.48K- 21.59% |
$238K - $285K
|
19.9K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.59K- 3.61% |
$243K - $291K
|
149K
$8.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.73K- 11.79% |
$249K - $298K
|
42.9K
$2.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.8K- 12.52% |
$252K - $302K
|
40.5K
$2.42M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.91K- 3.92% |
$257K - $308K
|
145K
$8.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.19K- 1.83% |
$269K - $322K
|
332K
$19.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.33K- 8.15% |
$275K - $329K
|
71.4K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.57K- 34.15% |
$285K - $342K
|
12.7K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.77K- 5.01% |
$294K - $352K
|
128K
$7.67M
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.85K- 3.97% |
$298K - $357K
|
166K
$9.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-6.9K- 3.5% |
$300K - $359K
|
190K
$11.4M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.03K- 3.31% |
$305K - $366K
|
205K
$12.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-7.17K- 50.66% |
$312K - $373K
|
6.98K
$417K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-7.18K- 5.28% |
$312K - $374K
|
129K
$7.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.23K- 19.7% |
$314K - $376K
|
29.4K
$1.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-7.34K- 10.9% |
$319K - $382K
|
60K
$3.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-7.37K- 3.34% |
$320K - $383K
|
213K
$12.7M
|