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 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-63.9K- 24.44% |
$3.39M - $3.57M
|
197K
$12.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-69.1K- 90.42% |
$3.66M - $3.86M
|
7.32K
$459K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-75K- 43.52% |
$3.98M - $4.19M
|
97.3K
$6.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-93.7K- 68.62% |
$4.97M - $5.24M
|
42.9K
$2.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-108K- 93.78% |
$5.71M - $6.02M
|
7.14K
$448K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-137K- 75.08% |
$7.27M - $7.67M
|
45.5K
$2.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-163K- 92.8% |
$8.62M - $9.09M
|
12.6K
$791K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-165K- 5.22% |
$8.73M - $9.21M
|
2.99M
$188M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-180K- 70.84% |
$9.55M - $10.1M
|
74.1K
$4.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-337K- 41.32% |
$17.9M - $18.9M
|
479K
$30M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-569K- 59.67% |
$30.2M - $31.8M
|
385K
$24.1M
|