Purchases and Sales Made in Q3 2024 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.69M+ 5796.94% |
$359M - $396M
|
6.8M
$429M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
954K+ 4.92% |
$51.2M - $56.5M
|
20.3M
$1.28B
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
650K+ 135.84% |
$34.9M - $38.5M
|
1.13M
$71.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
596K+ 12.86% |
$32M - $35.3M
|
5.23M
$330M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
498K+ 3.33% |
$26.7M - $29.5M
|
15.5M
$975M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
407K+ 47.27% |
$21.8M - $24.1M
|
1.27M
$79.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
369K+ 7.3% |
$19.8M - $21.8M
|
5.42M
$342M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
330K+ 5198.71% |
$17.7M - $19.6M
|
337K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
219K+ 4.87% |
$11.8M - $13M
|
4.72M
$298M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
215K+ 30.08% |
$11.5M - $12.7M
|
930K
$58.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
209KNew |
$11.2M - $12.4M
|
209K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
176KNew |
$9.44M - $10.4M
|
176K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
159K+ 8.21% |
$8.51M - $9.39M
|
2.09M
$132M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
155K+ 2.25% |
$8.31M - $9.17M
|
7.03M
$443M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
142K+ 71.89% |
$7.62M - $8.41M
|
339K
$21.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
142K+ 175.63% |
$7.61M - $8.4M
|
223K
$14M
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
140KNew |
$7.5M - $8.27M
|
140K
$8.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
140K+ 4.78% |
$7.49M - $8.27M
|
3.06M
$193M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
135KNew |
$7.25M - $8.01M
|
135K
$8.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
131K+ 7.05% |
$7.05M - $7.78M
|
1.99M
$126M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
121K+ 12.15% |
$6.48M - $7.16M
|
1.11M
$70.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
114KNew |
$6.1M - $6.73M
|
114K
$7.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
111KNew |
$5.95M - $6.57M
|
111K
$6.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
109KNew |
$5.84M - $6.45M
|
109K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
105K+ 16.02% |
$5.64M - $6.23M
|
762K
$48M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
105K+ 402.23% |
$5.62M - $6.21M
|
131K
$8.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
95.3K+ 54.54% |
$5.12M - $5.65M
|
270K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
85.5K+ 2.06% |
$4.59M - $5.07M
|
4.23M
$267M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
74.4KNew |
$3.99M - $4.41M
|
74.4K
$4.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
70.3K+ 317.05% |
$3.77M - $4.17M
|
92.5K
$5.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
67.9K+ 33.44% |
$3.64M - $4.02M
|
271K
$17.1M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
63.4K+ 202.16% |
$3.4M - $3.75M
|
94.7K
$5.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
62.6KNew |
$3.36M - $3.71M
|
62.6K
$3.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61.4K+ 24.67% |
$3.3M - $3.64M
|
310K
$19.6M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
61.2KNew |
$3.28M - $3.62M
|
61.2K
$3.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
59.6K+ 138.4% |
$3.2M - $3.53M
|
103K
$6.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
57.8K+ 1172.99% |
$3.1M - $3.43M
|
62.8K
$3.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
56K+ 18589.04% |
$3M - $3.31M
|
56.3K
$3.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.8K+ 1.74% |
$3M - $3.31M
|
3.27M
$206M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
54.7KNew |
$2.94M - $3.24M
|
54.7K
$3.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
50K+ 21.78% |
$2.68M - $2.96M
|
279K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
49.8K+ 131.67% |
$2.67M - $2.95M
|
87.6K
$5.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
48.4K+ 28.54% |
$2.6M - $2.86M
|
218K
$13.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
48.3K+ 24.81% |
$2.59M - $2.86M
|
243K
$15.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
48.1KNew |
$2.58M - $2.85M
|
48.1K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
47.5KNew |
$2.55M - $2.81M
|
47.5K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
47KNew |
$2.52M - $2.79M
|
47K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
45.4K+ 22.47% |
$2.44M - $2.69M
|
248K
$15.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
43K+ 9.83% |
$2.31M - $2.55M
|
481K
$30.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
42.5KNew |
$2.28M - $2.52M
|
42.5K
$2.68M
|