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 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
453+ 4.24% |
$24.3K - $26.8K
|
11.1K
$710K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
451+ 0.37% |
$24.2K - $26.7K
|
122K
$7.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
431+ 0.73% |
$23.1K - $25.5K
|
59.3K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
426+ 0.42% |
$22.9K - $25.2K
|
102K
$6.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
424+ 6.84% |
$22.8K - $25.1K
|
6.63K
$422K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
415+ 1.55% |
$22.3K - $24.6K
|
27.2K
$1.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
334+ 1.61% |
$17.9K - $19.8K
|
21.1K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
331+ 1.8% |
$17.8K - $19.6K
|
18.8K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
323+ 0.24% |
$17.3K - $19.1K
|
135K
$8.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
309+ 1.24% |
$16.6K - $18.3K
|
25.3K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
294+ 0.98% |
$15.8K - $17.4K
|
30.3K
$1.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
292New |
$15.7K - $17.3K
|
292
$18.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
289+ 0.79% |
$15.5K - $17.1K
|
36.8K
$2.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
285+ 3.99% |
$15.3K - $16.9K
|
7.43K
$473K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
275New |
$14.8K - $16.3K
|
275
$17.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
263New |
$14.1K - $15.6K
|
263
$16.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
256+ 2.05% |
$13.7K - $15.2K
|
12.8K
$814K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
221+ 1.22% |
$11.9K - $13.1K
|
18.3K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
213+ 4.92% |
$11.4K - $12.6K
|
4.54K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
197+ 1.03% |
$10.6K - $11.7K
|
19.4K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
182+ 12.53% |
$9.77K - $10.8K
|
1.64K
$104K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
170+ 1.16% |
$9.13K - $10.1K
|
14.9K
$948K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
167+ 1.59% |
$8.96K - $9.89K
|
10.7K
$682K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
155New |
$8.32K - $9.18K
|
155
$9.88K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
151+ 0.98% |
$8.11K - $8.95K
|
15.6K
$994K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
150New |
$8.05K - $8.89K
|
150
$9.56K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
147+ 0.57% |
$7.89K - $8.71K
|
26.1K
$1.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
142+ 2.26% |
$7.62K - $8.41K
|
6.43K
$410K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
137+ 2.75% |
$7.35K - $8.12K
|
5.13K
$327K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
134+ 0.25% |
$7.19K - $7.94K
|
53.1K
$3.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
123+ 0.78% |
$6.6K - $7.29K
|
15.9K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
119+ 1.77% |
$6.39K - $7.05K
|
6.84K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
109New |
$5.85K - $6.46K
|
109
$6.95K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
100New |
$5.37K - $5.92K
|
100
$6.37K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
92+ 1.92% |
$4.94K - $5.45K
|
4.89K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
80+ 0.67% |
$4.29K - $4.74K
|
12.1K
$769K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
75+ 3.67% |
$4.03K - $4.44K
|
2.12K
$135K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
73+ 1.02% |
$3.92K - $4.32K
|
7.24K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
71+ 26.89% |
$3.81K - $4.21K
|
335
$21.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
71+ 0.07% |
$3.81K - $4.21K
|
95.6K
$6.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
60+ 0.15% |
$3.22K - $3.55K
|
39.9K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
56+ 0.63% |
$3.01K - $3.32K
|
9.01K
$574K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 34.02% |
$1.77K - $1.95K
|
130
$8.28K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
33+ 0.52% |
$1.77K - $1.95K
|
6.35K
$404K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
30+ 0.22% |
$1.61K - $1.78K
|
13.6K
$866K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
23+ 0.33% |
$1.23K - $1.36K
|
7K
$446K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13+ 0.33% |
$698 - $770
|
3.99K
$254K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6+ 0.11% |
$322 - $355
|
5.43K
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.81% |
$322 - $355
|
746
$47.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 0.2% |
$268 - $296
|
2.52K
$161K
|