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July 30, 2023
Sanchez Wealth Management Group lowered its stake in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 0.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 306,187 shares of the company’s stock after selling 1,568 shares during the quarter. First […]
July 30, 2023
Denver Wealth Management Inc. cut its stake in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 29.6% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 114,267 shares of the company’s stock after selling 48,068 shares during the period. First Trust […]
July 29, 2023
Gyroscope Capital Management Group LLC raised its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 14.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 212,797 shares of the biopharmaceutical company’s stock after purchasing an additional 27,106 shares during the period. Pfizer accounts […]
July 29, 2023
Axxcess Wealth Management LLC boosted its stake in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 1.2% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 39,889 shares of the company’s stock after acquiring an additional 488 shares during the period. […]
July 29, 2023
Castle Wealth Management LLC lifted its position in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY – Free Report) by 4.9% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 167,879 shares of the company’s stock after purchasing an additional 7,912 […]
July 29, 2023
Cook Wealth Management Group LLC lifted its stake in First Trust Global Wind Energy ETF (NYSEARCA:FAN – Free Report) by 31.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,324 shares of the company’s stock after acquiring an additional 3,407 shares […]
July 29, 2023
First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Get Free Report) was the recipient of a large growth in short interest in July. As of July 15th, there was short interest totalling 703,900 shares, a growth of 152.7% from the June 30th total of 278,600 shares. Based on an average daily volume of 724,500 […]
July 28, 2023
Morningstar data reveals the funds outside of tech and growth sectors that have outperformed over the last five years.
July 28, 2023
Pinnacle Wealth Planning Services Inc. lifted its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 5.8% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 39,429 shares of the biopharmaceutical company’s stock after buying an additional 2,176 shares during the quarter. Pinnacle […]
July 28, 2023
Advisors Preferred LLC boosted its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 5.1% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 11,773 shares of the biopharmaceutical company’s stock after acquiring an additional 572 shares during the period. Advisors Preferred LLC’s holdings in […]