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 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-84- 7.58% |
$4.46K - $4.7K
|
1.02K
$64.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-85- 1.03% |
$4.51K - $4.76K
|
8.2K
$514K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-90- 1.43% |
$4.77K - $5.04K
|
6.2K
$389K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-91- 0.26% |
$4.83K - $5.09K
|
34.7K
$2.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-92- 0.06% |
$4.88K - $5.15K
|
154K
$9.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-97- 0.6% |
$5.15K - $5.43K
|
16.1K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-99- 0.16% |
$5.25K - $5.54K
|
60.8K
$3.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-109- 0.15% |
$5.78K - $6.1K
|
71.6K
$4.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-122- 1.06% |
$6.47K - $6.83K
|
11.4K
$713K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-129- 0.67% |
$6.84K - $7.22K
|
19.1K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-136- 34.61% |
$7.21K - $7.61K
|
257
$16.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-140- 2.58% |
$7.43K - $7.83K
|
5.28K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-196- 2.76% |
$10.4K - $11K
|
6.9K
$433K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-196- 2.73% |
$10.4K - $11K
|
6.97K
$437K
|
|
|
Aug 05, 2024
Q2 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 3.89% |
$10.6K - $11.2K
|
4.94K
$310K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-200- 66.67% |
$10.6K - $11.2K
|
100
$6.27K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-233- 1.91% |
$12.4K - $13K
|
12K
$752K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-237- 3.03% |
$12.6K - $13.3K
|
7.57K
$475K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-246- 1.63% |
$13.1K - $13.8K
|
14.8K
$929K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-246- 2.18% |
$13.1K - $13.8K
|
11.1K
$694K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-267- 1.94% |
$14.2K - $14.9K
|
13.5K
$846K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-269- 2.18% |
$14.3K - $15.1K
|
12.1K
$756K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-269- 1.7% |
$14.3K - $15.1K
|
15.6K
$976K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-284- 5.59% |
$15.1K - $15.9K
|
4.8K
$301K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-290- 0.3% |
$15.4K - $16.2K
|
94.8K
$5.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-300- 1.93% |
$15.9K - $16.8K
|
15.2K
$957K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-318- 1.78% |
$16.9K - $17.8K
|
17.5K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-343- 7.95% |
$18.2K - $19.2K
|
3.97K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-349- 0.64% |
$18.5K - $19.5K
|
53.9K
$3.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-351- 1.67% |
$18.6K - $19.6K
|
20.7K
$1.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-353- 1.92% |
$18.7K - $19.8K
|
18.1K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-357- 54.34% |
$18.9K - $20K
|
300
$18.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-383- 8.99% |
$20.3K - $21.4K
|
3.88K
$243K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-392- 6.53% |
$20.8K - $21.9K
|
5.61K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-417- 4.67% |
$22.1K - $23.3K
|
8.5K
$533K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-508- 10.23% |
$26.9K - $28.4K
|
4.46K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-527- 2.67% |
$28K - $29.5K
|
19.2K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-532- 2.33% |
$28.2K - $29.8K
|
22.3K
$1.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-556- 2.98% |
$29.5K - $31.1K
|
18.1K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-587- 1.01% |
$31.1K - $32.8K
|
57.8K
$3.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-598- 12.95% |
$31.7K - $33.5K
|
4.02K
$252K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-616- 1.26% |
$32.7K - $34.5K
|
48.3K
$3.03M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-715- 11.75% |
$37.9K - $40K
|
5.37K
$337K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-715- 14.07% |
$37.9K - $40K
|
4.37K
$274K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-778- 9.03% |
$41.3K - $43.5K
|
7.84K
$492K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-782- 7.62% |
$41.5K - $43.8K
|
9.49K
$595K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-819- 0.24% |
$43.4K - $45.8K
|
340K
$21.3M
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-851- 10.33% |
$45.1K - $47.6K
|
7.39K
$464K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-860- 65.6% |
$45.6K - $48.1K
|
451
$28.3K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-968- 1.54% |
$51.4K - $54.2K
|
61.8K
$3.87M
|