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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
38.9KNew |
$2.09M - $2.3M
|
38.9K
$2.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
38.2K+ 29.42% |
$2.05M - $2.26M
|
168K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.3K+ 10.75% |
$2M - $2.21M
|
384K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
36.9K+ 54.93% |
$1.98M - $2.18M
|
104K
$6.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.5K+ 2.16% |
$1.9M - $2.1M
|
1.68M
$103M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33K+ 295.57% |
$1.77M - $1.95M
|
44.1K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
29.3K+ 4.54% |
$1.57M - $1.74M
|
674K
$41.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
29.3K+ 5.99% |
$1.57M - $1.73M
|
518K
$32M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
28.8K+ 1.79% |
$1.54M - $1.7M
|
1.64M
$101M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
27.7K+ 116.25% |
$1.49M - $1.64M
|
51.6K
$3.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.4K+ 61.61% |
$1.47M - $1.62M
|
71.8K
$4.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27.3K+ 89.73% |
$1.47M - $1.62M
|
57.8K
$3.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
26.4K+ 3.05% |
$1.42M - $1.56M
|
890K
$55M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
25.9K+ 22.79% |
$1.39M - $1.53M
|
139K
$8.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
25.8K+ 3.43% |
$1.39M - $1.53M
|
778K
$48M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
25.6K+ 35.9% |
$1.37M - $1.52M
|
96.9K
$5.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
25.6KNew |
$1.37M - $1.51M
|
25.6K
$1.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
24.9K+ 298.15% |
$1.34M - $1.48M
|
33.3K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.6K+ 7.26% |
$1.27M - $1.4M
|
348K
$21.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
23.5K+ 22.45% |
$1.26M - $1.39M
|
128K
$7.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.5K+ 5.97% |
$1.26M - $1.39M
|
417K
$25.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.7K+ 0.91% |
$1.22M - $1.35M
|
2.52M
$155M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.3K+ 21.75% |
$1.14M - $1.26M
|
119K
$7.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
20.5K+ 7.35% |
$1.1M - $1.22M
|
300K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.3K+ 3584.28% |
$1.09M - $1.2M
|
20.9K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
19.2K+ 33.46% |
$1.03M - $1.14M
|
76.6K
$4.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17.7K+ 3.75% |
$948K - $1.05M
|
489K
$30.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
17.7K+ 3.8% |
$948K - $1.05M
|
483K
$29.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17.3K+ 310.84% |
$930K - $1.03M
|
22.9K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
17.2K+ 5.44% |
$926K - $1.02M
|
334K
$20.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
17K+ 4.09% |
$915K - $1.01M
|
434K
$26.8M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
16.8K+ 21.22% |
$904K - $998K
|
96.2K
$5.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.8K+ 15.99% |
$903K - $997K
|
122K
$7.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
15.4K+ 283.06% |
$825K - $911K
|
20.8K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
15K+ 68.62% |
$805K - $889K
|
36.9K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
14.8K+ 2.39% |
$792K - $874K
|
633K
$39.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.7K+ 22.43% |
$787K - $869K
|
80K
$4.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.6K+ 2.57% |
$783K - $864K
|
582K
$35.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
14.5K+ 394.09% |
$781K - $862K
|
18.2K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
13.5KNew |
$723K - $798K
|
13.5K
$832K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.3KNew |
$715K - $789K
|
13.3K
$822K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
12.7K+ 5.4% |
$679K - $750K
|
247K
$15.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
12.6K+ 24.52% |
$674K - $744K
|
63.8K
$3.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.1KNew |
$647K - $714K
|
12.1K
$744K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11.9KNew |
$641K - $708K
|
11.9K
$737K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.8K+ 6.14% |
$636K - $702K
|
205K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
11.5K+ 8.41% |
$616K - $680K
|
148K
$9.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
11K+ 42.45% |
$592K - $653K
|
37K
$2.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.5K+ 23.3% |
$566K - $625K
|
55.8K
$3.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10.3K+ 153.71% |
$552K - $609K
|
17K
$1.05M
|