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 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-10.8K- 12.94% |
$582K - $643K
|
73K
$4.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10.9K- 67.76% |
$584K - $645K
|
5.18K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-11.1K- 68.16% |
$597K - $659K
|
5.2K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-11.2K- 1.02% |
$601K - $663K
|
1.08M
$66.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.5K- 75.92% |
$620K - $684K
|
3.66K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.5K- 6.37% |
$672K - $742K
|
184K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.6K- 25.0% |
$674K - $744K
|
37.7K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.9K- 2.38% |
$694K - $766K
|
530K
$32.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14K- 2.3% |
$750K - $828K
|
593K
$36.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.4K- 20.37% |
$827K - $913K
|
60.2K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-16K- 89.69% |
$857K - $946K
|
1.84K
$113K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-16.4K- 3.38% |
$880K - $971K
|
469K
$28.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.5K- 11.42% |
$942K - $1.04M
|
136K
$8.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19K- 0.74% |
$1.02M - $1.12M
|
2.53M
$156M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-19.6K- 79.59% |
$1.05M - $1.16M
|
5.02K
$310K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-20.4K- 21.79% |
$1.1M - $1.21M
|
73.4K
$4.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-21.9K- 31.83% |
$1.18M - $1.3M
|
46.9K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-22.3K- 74.83% |
$1.2M - $1.32M
|
7.5K
$463K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.9K- 27.76% |
$1.23M - $1.36M
|
59.6K
$3.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-24.5K- 83.95% |
$1.32M - $1.45M
|
4.69K
$289K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-24.9K- 17.44% |
$1.34M - $1.47M
|
118K
$7.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-25.7K- 11.15% |
$1.38M - $1.52M
|
205K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-27.1K- 30.7% |
$1.46M - $1.61M
|
61.3K
$3.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-27.4K- 8.08% |
$1.47M - $1.63M
|
312K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-27.9K- 7.7% |
$1.5M - $1.65M
|
334K
$20.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-36.1K- 62.58% |
$1.94M - $2.14M
|
21.6K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-36.9K- 14.19% |
$1.98M - $2.19M
|
223K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.1K- 45.0% |
$1.99M - $2.2M
|
45.4K
$2.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37.6K- 24.46% |
$2.02M - $2.23M
|
116K
$7.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-39.1K- 76.49% |
$2.1M - $2.32M
|
12K
$742K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.7K- 1.33% |
$2.13M - $2.35M
|
2.95M
$182M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-43.6K- 89.84% |
$2.34M - $2.58M
|
4.93K
$304K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-44.3K- 11.52% |
$2.38M - $2.62M
|
340K
$21M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-44.8K- 46.02% |
$2.4M - $2.65M
|
52.5K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-46.9K- 66.38% |
$2.52M - $2.78M
|
23.7K
$1.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-48.8K- 36.66% |
$2.62M - $2.89M
|
84.4K
$5.21M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-49.4K- 32.49% |
$2.65M - $2.93M
|
103K
$6.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-50.8K- 91.42% |
$2.73M - $3.01M
|
4.77K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-51.2K- 49.32% |
$2.75M - $3.03M
|
52.6K
$3.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-51.6K- 1.83% |
$2.77M - $3.06M
|
2.77M
$171M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-65.1K- 11.2% |
$3.49M - $3.86M
|
516K
$31.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-65.4K- 6.2% |
$3.51M - $3.87M
|
989K
$61.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-70.3K- 18.87% |
$3.77M - $4.16M
|
302K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-77.7K- 0.89% |
$4.17M - $4.61M
|
8.68M
$536M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-117K- 83.72% |
$6.27M - $6.91M
|
22.7K
$1.4M
|