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 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
301New |
$16K - $16.8K
|
301
$18.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
298+ 0.23% |
$15.8K - $16.7K
|
129K
$7.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
294+ 2.41% |
$15.6K - $16.4K
|
12.5K
$752K
|
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
284+ 0.19% |
$15.1K - $15.9K
|
149K
$8.94M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
278+ 1.97% |
$14.7K - $15.6K
|
14.4K
$863K
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
267+ 0.51% |
$14.2K - $14.9K
|
52.9K
$3.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
260+ 54.17% |
$13.8K - $14.5K
|
740
$44.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
254+ 0.54% |
$13.5K - $14.2K
|
47.4K
$2.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
250+ 3.86% |
$13.3K - $14K
|
6.73K
$404K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
228+ 0.32% |
$12.1K - $12.8K
|
71.3K
$4.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
199New |
$10.6K - $11.1K
|
199
$11.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
186+ 3.45% |
$9.87K - $10.4K
|
5.57K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
178+ 24.59% |
$9.44K - $9.96K
|
902
$54.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
165+ 0.23% |
$8.75K - $9.23K
|
70.6K
$4.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
162+ 0.54% |
$8.59K - $9.06K
|
30.4K
$1.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
162+ 3.06% |
$8.59K - $9.06K
|
5.46K
$328K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
149+ 0.58% |
$7.9K - $8.34K
|
26K
$1.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
124+ 0.86% |
$6.58K - $6.94K
|
14.6K
$877K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
116+ 0.5% |
$6.15K - $6.49K
|
23.4K
$1.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
100+ 0.45% |
$5.31K - $5.6K
|
22.5K
$1.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
92New |
$4.88K - $5.15K
|
92
$5.52K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
71New |
$3.77K - $3.97K
|
71
$4.26K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
52+ 0.93% |
$2.76K - $2.91K
|
5.67K
$340K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
47+ 0.97% |
$2.49K - $2.63K
|
4.9K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
39+ 0.72% |
$2.07K - $2.18K
|
5.49K
$329K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
37+ 0.61% |
$1.96K - $2.07K
|
6.06K
$364K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
34+ 0.48% |
$1.8K - $1.9K
|
7.17K
$430K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26+ 0.49% |
$1.38K - $1.45K
|
5.33K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
20+ 0.53% |
$1.06K - $1.12K
|
3.8K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9+ 0.42% |
$477 - $504
|
2.14K
$129K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
9+ 0.52% |
$477 - $504
|
1.75K
$105K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8+ 0.02% |
$424 - $448
|
38.9K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
8+ 0.32% |
$424 - $448
|
2.52K
$151K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7+ 0.05% |
$371 - $392
|
13.4K
$802K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4+ 0.08% |
$212 - $224
|
4.75K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3+ 0.02% |
$159 - $168
|
14.9K
$894K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.56% |
$159 - $168
|
542
$32.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
2+ 0.04% |
$106 - $112
|
5.29K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.01% |
$53.1 - $56
|
11K
$659K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$53.1 - $56
|
4.12K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.32% |
$53.1 - $56
|
309
$18.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7- 0.02% |
$371 - $392
|
34.1K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18- 0.31% |
$955 - $1.01K
|
5.83K
$350K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19Closed |
$1.01K - $1.06K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-43- 0.68% |
$2.28K - $2.41K
|
6.29K
$378K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-44- 0.14% |
$2.33K - $2.46K
|
30.5K
$1.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-46- 0.68% |
$2.44K - $2.57K
|
6.72K
$403K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-54- 33.75% |
$2.86K - $3.02K
|
106
$6.36K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-57- 1.28% |
$3.02K - $3.19K
|
4.39K
$263K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-60- 0.99% |
$3.18K - $3.36K
|
5.99K
$360K
|