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 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-860- 65.6% |
$45.6K - $48.1K
|
451
$27.1K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-968- 1.54% |
$51.4K - $54.2K
|
61.8K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-975- 4.39% |
$51.7K - $54.6K
|
21.2K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-977- 18.61% |
$51.8K - $54.7K
|
4.27K
$257K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1K- 8.15% |
$53.1K - $56K
|
11.3K
$676K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.02K- 2.63% |
$53.9K - $56.8K
|
37.6K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.03K- 1.96% |
$54.6K - $57.6K
|
51.5K
$3.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.13K- 7.12% |
$60.1K - $63.4K
|
14.8K
$888K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 2.0% |
$62.2K - $65.6K
|
57.3K
$3.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.2K- 18.59% |
$63.4K - $66.9K
|
5.23K
$314K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.22K- 3.98% |
$64.7K - $68.2K
|
29.4K
$1.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.23K- 3.55% |
$65.4K - $68.9K
|
33.5K
$2.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 10.54% |
$66K - $69.7K
|
10.6K
$634K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.27K- 89.92% |
$67.2K - $70.9K
|
142
$8.53K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.31K- 9.47% |
$69.3K - $73.1K
|
12.5K
$751K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.33K- 11.08% |
$70.7K - $74.5K
|
10.7K
$642K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.38K- 27.06% |
$73.2K - $77.2K
|
3.72K
$223K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.43K- 6.38% |
$75.6K - $79.7K
|
20.9K
$1.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.45K- 2.4% |
$76.9K - $81.1K
|
58.9K
$3.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.53K- 4.01% |
$81.2K - $85.6K
|
36.7K
$2.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.59K- 2.97% |
$84.2K - $88.8K
|
52K
$3.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.59K- 2.81% |
$84.5K - $89.1K
|
55K
$3.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.61K- 8.03% |
$85.4K - $90.1K
|
18.4K
$1.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.61K- 0.64% |
$85.5K - $90.1K
|
249K
$15M
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.63K- 6.55% |
$86.6K - $91.3K
|
23.3K
$1.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.64K- 3.62% |
$87.1K - $91.8K
|
43.7K
$2.62M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.8K- 0.29% |
$95.6K - $101K
|
618K
$37.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.83K- 2.36% |
$96.8K - $102K
|
75.6K
$4.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.02K- 1.04% |
$107K - $113K
|
192K
$11.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.11K- 1.99% |
$112K - $118K
|
104K
$6.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.12K- 10.98% |
$113K - $119K
|
17.2K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2.14K- 5.82% |
$114K - $120K
|
34.6K
$2.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.15K- 22.7% |
$114K - $120K
|
7.33K
$440K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.19K- 1.61% |
$116K - $122K
|
134K
$8.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-2.27K- 4.73% |
$120K - $127K
|
45.8K
$2.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.34K- 6.37% |
$124K - $131K
|
34.3K
$2.06M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.49K- 0.39% |
$132K - $139K
|
645K
$38.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.62K- 9.14% |
$139K - $147K
|
26.1K
$1.57M
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.63K- 1.45% |
$140K - $147K
|
178K
$10.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-2.85K- 1.87% |
$151K - $159K
|
150K
$8.98M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 60.34% |
$159K - $167K
|
1.97K
$118K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.28K- 1.6% |
$174K - $183K
|
202K
$12.1M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3.51K- 6.65% |
$186K - $197K
|
49.3K
$2.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-3.6K- 1.94% |
$191K - $201K
|
182K
$10.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.75K- 0.75% |
$199K - $210K
|
497K
$29.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-3.76K- 8.12% |
$199K - $210K
|
42.6K
$2.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.78K- 5.34% |
$201K - $212K
|
67.1K
$4.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3.81K- 17.52% |
$202K - $213K
|
17.9K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-3.86K- 2.78% |
$205K - $216K
|
135K
$8.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-4.03K- 14.06% |
$214K - $225K
|
24.6K
$1.48M
|