Purchases and Sales Made in Q2 2024 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.08M+ 18.73% |
$57.5M - $60.7M
|
6.87M
$431M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
875K+ 6.21% |
$46.4M - $49M
|
15M
$939M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
875K+ 6.21% |
$46.4M - $49M
|
15M
$939M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
687K+ 3.68% |
$36.5M - $38.4M
|
19.4M
$1.22B
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
452K+ 11.16% |
$24M - $25.3M
|
4.5M
$282M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
408K+ 8.79% |
$21.6M - $22.8M
|
5.05M
$317M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
285K+ 7.37% |
$15.1M - $15.9M
|
4.14M
$260M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
232K+ 10.25% |
$12.3M - $13M
|
2.5M
$157M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
230K+ 8.54% |
$12.2M - $12.9M
|
2.92M
$183M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
210K+ 4.76% |
$11.2M - $11.8M
|
4.63M
$291M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
210K+ 420.35% |
$11.1M - $11.8M
|
260K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
208K+ 2.43% |
$11M - $11.6M
|
8.76M
$549M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
195KNew |
$10.3M - $10.9M
|
195K
$12.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
175KNew |
$9.27M - $9.78M
|
175K
$11M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
171K+ 69.42% |
$9.07M - $9.56M
|
417K
$26.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
165K+ 237.64% |
$8.75M - $9.23M
|
234K
$14.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
159K+ 5.21% |
$8.44M - $8.9M
|
3.21M
$201M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
135K+ 14.67% |
$7.16M - $7.55M
|
1.05M
$66.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
133K+ 203.82% |
$7.08M - $7.46M
|
199K
$12.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
130K+ 75.22% |
$6.89M - $7.27M
|
303K
$19M
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
123KNew |
$6.53M - $6.89M
|
123K
$7.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
90.9K+ 19.06% |
$4.82M - $5.09M
|
568K
$35.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
90.8KNew |
$4.81M - $5.08M
|
90.8K
$5.69M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
85K+ 12.74% |
$4.51M - $4.76M
|
752K
$47.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
81.8K+ 18.7% |
$4.34M - $4.57M
|
519K
$32.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
80.3K+ 592.04% |
$4.26M - $4.49M
|
93.8K
$5.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
79.8K+ 10.18% |
$4.24M - $4.47M
|
864K
$54.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
72.7K+ 7.12% |
$3.86M - $4.07M
|
1.09M
$68.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.7K+ 4.64% |
$3.86M - $4.07M
|
1.64M
$103M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71K+ 3.96% |
$3.77M - $3.98M
|
1.86M
$117M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
66.6K+ 470.23% |
$3.53M - $3.73M
|
80.7K
$5.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
64.2K+ 2.33% |
$3.41M - $3.59M
|
2.82M
$177M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
59.5KNew |
$3.15M - $3.33M
|
59.5K
$3.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
59.1K+ 3.81% |
$3.14M - $3.31M
|
1.61M
$101M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.7K+ 2.86% |
$2.85M - $3M
|
1.93M
$121M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
53.6K+ 13.95% |
$2.84M - $3M
|
438K
$27.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
52.4K+ 12.51% |
$2.78M - $2.93M
|
471K
$29.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
50.9K+ 171.36% |
$2.7M - $2.85M
|
80.5K
$5.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
48.5K+ 11.65% |
$2.57M - $2.71M
|
465K
$29.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
48.4K+ 71.57% |
$2.56M - $2.71M
|
116K
$7.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
46KNew |
$2.44M - $2.57M
|
46K
$2.89M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.1KNew |
$2.39M - $2.52M
|
45.1K
$2.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
42.6K+ 46.57% |
$2.26M - $2.38M
|
134K
$8.41M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.2K+ 4.77% |
$2.08M - $2.19M
|
861K
$54M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
39K+ 440.15% |
$2.07M - $2.18M
|
47.8K
$3M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
35.6K+ 228.26% |
$1.89M - $1.99M
|
51.2K
$3.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
27.4K+ 5.98% |
$1.45M - $1.53M
|
485K
$30.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
26KNew |
$1.38M - $1.46M
|
26K
$1.63M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
26KNew |
$1.38M - $1.45M
|
26K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24.9K+ 3.61% |
$1.32M - $1.39M
|
715K
$44.8M
|