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 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.83K+ 9.16% |
$468K - $494K
|
105K
$6.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.76K+ 2.28% |
$465K - $490K
|
393K
$24.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.69K+ 119.74% |
$461K - $486K
|
15.9K
$1M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.67K+ 11.45% |
$460K - $485K
|
84.4K
$5.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.62K+ 7.88% |
$457K - $482K
|
118K
$7.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.18K+ 4.5% |
$434K - $458K
|
190K
$11.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
8.14K+ 3.23% |
$432K - $455K
|
260K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.1K+ 454.89% |
$430K - $453K
|
9.88K
$620K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.62K+ 12.46% |
$404K - $427K
|
68.8K
$4.32M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.11K+ 3.75% |
$377K - $398K
|
197K
$12.3M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.1K+ 10.12% |
$377K - $397K
|
77.2K
$4.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
7.08KNew |
$375K - $396K
|
7.08K
$444K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.72K+ 7.67% |
$356K - $376K
|
94.3K
$5.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.68K+ 17.68% |
$354K - $374K
|
44.4K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
6.67K+ 100.0% |
$354K - $373K
|
13.3K
$837K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.54K+ 163.65% |
$347K - $366K
|
10.5K
$661K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.45K+ 257.85% |
$342K - $361K
|
8.96K
$562K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.42K+ 8.06% |
$341K - $359K
|
86.1K
$5.4M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.4K+ 65.94% |
$339K - $358K
|
16.1K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
6.31K+ 3.23% |
$335K - $353K
|
202K
$12.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
6.16K+ 5.33% |
$327K - $344K
|
122K
$7.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.84K+ 28.83% |
$310K - $327K
|
26.1K
$1.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
5.82K+ 4.45% |
$309K - $326K
|
137K
$8.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.8K+ 24.39% |
$308K - $324K
|
29.6K
$1.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.79K+ 19.71% |
$307K - $324K
|
35.1K
$2.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.67K+ 7.49% |
$301K - $317K
|
81.3K
$5.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
5.43KNew |
$288K - $304K
|
5.43K
$340K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.3KNew |
$281K - $297K
|
5.3K
$333K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.27KNew |
$280K - $295K
|
5.27K
$331K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.11K+ 46.65% |
$271K - $286K
|
16.1K
$1.01M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.99K+ 13.11% |
$265K - $279K
|
43.1K
$2.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.99KNew |
$265K - $279K
|
4.99K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.9K+ 42.67% |
$260K - $274K
|
16.4K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.87K+ 18.11% |
$258K - $272K
|
31.7K
$1.99M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.83K+ 20.85% |
$256K - $270K
|
28K
$1.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.75K+ 3.79% |
$252K - $266K
|
130K
$8.15M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.75KNew |
$252K - $266K
|
4.75K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.69K+ 5.88% |
$249K - $263K
|
84.5K
$5.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.66KNew |
$247K - $260K
|
4.66K
$292K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.39K+ 4.7% |
$233K - $246K
|
97.9K
$6.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.37K+ 43.24% |
$232K - $245K
|
14.5K
$909K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.34K+ 2.41% |
$230K - $243K
|
184K
$11.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.25K+ 16.23% |
$226K - $238K
|
30.5K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.13KNew |
$219K - $231K
|
4.13K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.04K+ 12.43% |
$214K - $226K
|
36.5K
$2.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.94KNew |
$209K - $220K
|
3.94K
$247K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
3.93K+ 12.57% |
$208K - $220K
|
35.2K
$2.21M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.93K+ 14.32% |
$208K - $220K
|
31.3K
$1.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.89KNew |
$207K - $218K
|
3.89K
$244K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.88K+ 10.03% |
$206K - $217K
|
42.5K
$2.67M
|