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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.8K+ 1.21% |
$201K - $212K
|
317K
$19.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.75K+ 4.34% |
$199K - $210K
|
90K
$5.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
3.7KNew |
$196K - $207K
|
3.7K
$232K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.69KNew |
$196K - $207K
|
3.69K
$232K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
3.6K+ 19.71% |
$191K - $201K
|
21.9K
$1.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.5K+ 4.75% |
$186K - $196K
|
77.2K
$4.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.34K+ 4.02% |
$177K - $187K
|
86.4K
$5.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.26K+ 2.4% |
$173K - $183K
|
139K
$8.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.15K+ 0.88% |
$167K - $176K
|
362K
$22.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.1K+ 1.64% |
$165K - $174K
|
192K
$12.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.1K+ 95.15% |
$164K - $173K
|
6.36K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.99K+ 0.12% |
$158K - $167K
|
2.55M
$160M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.95K+ 7.99% |
$156K - $165K
|
39.8K
$2.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.87K+ 3.12% |
$152K - $161K
|
95.1K
$5.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.83K+ 1.41% |
$150K - $158K
|
203K
$12.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.69K+ 4.71% |
$143K - $151K
|
59.8K
$3.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.48K+ 2.31% |
$132K - $139K
|
110K
$6.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.44K+ 8.15% |
$130K - $137K
|
32.4K
$2.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.44K+ 5.3% |
$129K - $137K
|
48.5K
$3.04M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.33K+ 5.34% |
$123K - $130K
|
45.8K
$2.88M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.32K+ 65.34% |
$123K - $130K
|
5.88K
$369K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.27K+ 56.16% |
$120K - $127K
|
6.31K
$396K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.27K+ 18.3% |
$120K - $127K
|
14.7K
$919K
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 1.89% |
$117K - $123K
|
118K
$7.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.13K+ 16.65% |
$113K - $119K
|
14.9K
$935K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
2.12K+ 4.52% |
$113K - $119K
|
49K
$3.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.11K+ 24.83% |
$112K - $118K
|
10.6K
$664K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.04K+ 3.22% |
$108K - $114K
|
65.4K
$4.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.01K+ 5.62% |
$107K - $113K
|
37.8K
$2.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2K+ 3.6% |
$106K - $112K
|
57.7K
$3.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.9K+ 26.14% |
$101K - $106K
|
9.18K
$576K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.89K+ 9.6% |
$100K - $106K
|
21.6K
$1.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
1.88K+ 4.44% |
$99.8K - $105K
|
44.2K
$2.78M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.87K+ 91.18% |
$99.2K - $105K
|
3.92K
$246K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.87K+ 31.95% |
$99.2K - $105K
|
7.72K
$484K
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.87K+ 1.07% |
$99K - $104K
|
177K
$11.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.85K+ 7.97% |
$98K - $103K
|
25K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
1.8K+ 10.99% |
$95.2K - $100K
|
18.1K
$1.14M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.72K+ 2.29% |
$91.1K - $96.1K
|
76.7K
$4.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.7K+ 1.92% |
$90.2K - $95.2K
|
90.1K
$5.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.7K+ 72.74% |
$90.2K - $95.1K
|
4.04K
$253K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.7K+ 15.35% |
$90K - $94.9K
|
12.7K
$800K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.66K+ 6.0% |
$88.2K - $93K
|
29.4K
$1.84M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.66K+ 9.09% |
$87.8K - $92.6K
|
19.9K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.6K+ 1.61% |
$84.8K - $89.4K
|
101K
$6.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.53K+ 29.38% |
$81.2K - $85.6K
|
6.74K
$423K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.51K+ 2.93% |
$80K - $84.4K
|
53K
$3.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.49K+ 18.35% |
$79.2K - $83.5K
|
9.63K
$604K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.45K+ 8.2% |
$77K - $81.2K
|
19.2K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.44K+ 238.58% |
$76.4K - $80.6K
|
2.05K
$128K
|