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 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.43K+ 33.29% |
$75.8K - $80K
|
5.72K
$359K
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.42K+ 5.61% |
$75.5K - $79.6K
|
26.8K
$1.68M
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 7.96% |
$74.5K - $78.6K
|
19K
$1.19M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.32K+ 2.34% |
$70.2K - $74.1K
|
58K
$3.64M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 7.87% |
$69.3K - $73.1K
|
17.9K
$1.12M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.28K+ 16.0% |
$67.8K - $71.5K
|
9.27K
$581K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.25K+ 8.96% |
$66.3K - $69.9K
|
15.2K
$954K
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.18K+ 1.35% |
$62.6K - $66K
|
88.4K
$5.54M
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.18K+ 7.15% |
$62.4K - $65.8K
|
17.6K
$1.11M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.16K+ 0.61% |
$61.5K - $64.9K
|
193K
$12.1M
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
1.12K+ 22.4% |
$59.4K - $62.7K
|
6.12K
$384K
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
1.09K+ 14.55% |
$57.8K - $60.9K
|
8.57K
$538K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.04K+ 7.02% |
$55K - $58K
|
15.8K
$990K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.02K+ 2.47% |
$54K - $56.9K
|
42.3K
$2.65M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.01K+ 5.73% |
$53.8K - $56.7K
|
18.7K
$1.17M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1K+ 5.55% |
$53.2K - $56.1K
|
19.1K
$1.2M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
973+ 208.8% |
$51.6K - $54.4K
|
1.44K
$90.3K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
954+ 8.07% |
$50.6K - $53.4K
|
12.8K
$802K
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
944+ 5.6% |
$50.1K - $52.8K
|
17.8K
$1.12M
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
931+ 4.82% |
$49.4K - $52.1K
|
20.2K
$1.27M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
805+ 7.25% |
$42.7K - $45K
|
11.9K
$747K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
777+ 1.15% |
$41.2K - $43.5K
|
68.4K
$4.29M
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
750New |
$39.8K - $42K
|
750
$47K
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
731+ 4.94% |
$38.8K - $40.9K
|
15.5K
$974K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
698+ 92.45% |
$37K - $39.1K
|
1.45K
$91.1K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
647+ 25.9% |
$34.3K - $36.2K
|
3.15K
$197K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
622+ 17.5% |
$33K - $34.8K
|
4.18K
$262K
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
618+ 12.84% |
$32.8K - $34.6K
|
5.43K
$341K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
612New |
$32.5K - $34.2K
|
612
$38.4K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
609+ 8.77% |
$32.3K - $34.1K
|
7.55K
$474K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
598+ 7.43% |
$31.7K - $33.5K
|
8.65K
$542K
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
572+ 3.02% |
$30.3K - $32K
|
19.5K
$1.22M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
566New |
$30K - $31.7K
|
566
$35.5K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
562+ 15.34% |
$29.8K - $31.4K
|
4.23K
$265K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
558New |
$29.6K - $31.2K
|
558
$35K
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
540+ 4.15% |
$28.6K - $30.2K
|
13.6K
$850K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
531New |
$28.2K - $29.7K
|
531
$33.3K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
516New |
$27.4K - $28.9K
|
516
$32.4K
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
516+ 2.03% |
$27.4K - $28.9K
|
25.9K
$1.63M
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
508+ 2.83% |
$26.9K - $28.4K
|
18.4K
$1.16M
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
500+ 3.4% |
$26.5K - $28K
|
15.2K
$955K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
492+ 7.89% |
$26.1K - $27.5K
|
6.73K
$422K
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
482+ 1.63% |
$25.6K - $27K
|
30K
$1.88M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
459+ 2.41% |
$24.3K - $25.7K
|
19.5K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
422+ 10.8% |
$22.4K - $23.6K
|
4.33K
$272K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
400New |
$21.2K - $22.4K
|
400
$25.1K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
385New |
$20.4K - $21.5K
|
385
$24.2K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
369+ 0.1% |
$19.6K - $20.6K
|
352K
$22.1M
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
318+ 0.09% |
$16.9K - $17.8K
|
372K
$23.4M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
301New |
$16K - $16.8K
|
301
$18.9K
|