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 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.2K- 3.51% |
$223K - $235K
|
115K
$7.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-4.21K- 2.99% |
$223K - $235K
|
137K
$8.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-4.6K- 1.15% |
$244K - $257K
|
394K
$24.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-4.61K- 14.19% |
$245K - $258K
|
27.9K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.64K- 7.88% |
$246K - $259K
|
54.2K
$3.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.21K- 3.55% |
$276K - $291K
|
141K
$8.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5.25K- 2.3% |
$278K - $294K
|
223K
$14M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.05K- 3.82% |
$321K - $338K
|
152K
$9.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.19K- 0.99% |
$328K - $346K
|
619K
$38.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.53K- 3.13% |
$346K - $365K
|
202K
$12.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-6.68K- 4.57% |
$355K - $374K
|
139K
$8.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.34K- 12.76% |
$390K - $411K
|
50.2K
$3.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-7.35K- 2.51% |
$390K - $411K
|
286K
$17.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.52K- 1.37% |
$399K - $421K
|
543K
$34M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.71K- 1.16% |
$409K - $431K
|
656K
$41.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-7.85K- 7.19% |
$416K - $439K
|
101K
$6.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-8.32K- 2.62% |
$441K - $465K
|
309K
$19.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-8.48K- 27.53% |
$450K - $474K
|
22.3K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.62K- 2.87% |
$457K - $482K
|
292K
$18.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-8.7K- 15.4% |
$462K - $487K
|
47.8K
$3M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-9.61K- 14.74% |
$510K - $538K
|
55.6K
$3.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.67K- 59.11% |
$513K - $541K
|
6.69K
$420K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10.2K- 18.42% |
$542K - $572K
|
45.3K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-11K- 56.87% |
$585K - $617K
|
8.37K
$525K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.5K- 5.65% |
$609K - $642K
|
192K
$12M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.6K- 65.97% |
$616K - $649K
|
5.99K
$376K
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-12K- 2.48% |
$634K - $669K
|
470K
$29.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-13K- 12.04% |
$691K - $729K
|
95.1K
$5.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-13.5K- 10.87% |
$715K - $754K
|
111K
$6.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-13.6K- 14.04% |
$721K - $761K
|
83.2K
$5.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-14.3K- 49.31% |
$759K - $801K
|
14.7K
$923K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.2K- 15.59% |
$808K - $852K
|
82.4K
$5.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-16.5K- 16.42% |
$874K - $922K
|
83.9K
$5.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-16.8K- 55.14% |
$890K - $938K
|
13.6K
$856K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-18.5K- 10.75% |
$982K - $1.04M
|
154K
$9.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-19K- 6.36% |
$1.01M - $1.06M
|
280K
$17.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.2K- 12.61% |
$1.18M - $1.24M
|
154K
$9.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.4K- 23.97% |
$1.19M - $1.25M
|
71K
$4.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23K- 3.8% |
$1.22M - $1.29M
|
581K
$36.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-24.2K- 40.96% |
$1.29M - $1.36M
|
34.9K
$2.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-26.2K- 66.84% |
$1.39M - $1.47M
|
13K
$815K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-26.8K- 36.35% |
$1.42M - $1.5M
|
46.9K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-30.5K- 73.25% |
$1.62M - $1.71M
|
11.1K
$699K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-31K- 17.85% |
$1.64M - $1.73M
|
143K
$8.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-31.3K- 10.28% |
$1.66M - $1.75M
|
273K
$17.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39.5K- 20.54% |
$2.09M - $2.21M
|
153K
$9.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-40.9KClosed |
$2.17M - $2.29M
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-42.6K- 32.51% |
$2.26M - $2.38M
|
88.4K
$5.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-46.3K- 66.52% |
$2.46M - $2.59M
|
23.3K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-56.1K- 91.64% |
$2.97M - $3.14M
|
5.12K
$321K
|