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
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-424- 68.83% |
$22.8K - $25.1K
|
192
$12.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-426- 4.49% |
$22.9K - $25.2K
|
9.06K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-492- 6.0% |
$26.4K - $29.1K
|
7.71K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-511- 2.44% |
$27.4K - $30.3K
|
20.4K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-532- 1.12% |
$28.6K - $31.5K
|
46.9K
$2.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-537- 0.45% |
$28.8K - $31.8K
|
118K
$7.51M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-604- 8.17% |
$32.4K - $35.8K
|
6.79K
$432K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-613- 1.07% |
$32.9K - $36.3K
|
56.7K
$3.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-644- 1.83% |
$34.6K - $38.2K
|
34.5K
$2.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-647- 20.57% |
$34.7K - $38.3K
|
2.5K
$159K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-655- 6.8% |
$35.2K - $38.8K
|
8.98K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-672- 12.67% |
$36.1K - $39.8K
|
4.63K
$295K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-690- 1.43% |
$37K - $40.9K
|
47.6K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-727- 3.37% |
$39K - $43.1K
|
20.8K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-742- 1.43% |
$39.8K - $44K
|
51.2K
$3.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-759- 5.13% |
$40.7K - $45K
|
14K
$895K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-863- 5.8% |
$46.3K - $51.1K
|
14K
$894K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-866- 18.6% |
$46.5K - $51.3K
|
3.79K
$241K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-934- 5.33% |
$50.1K - $55.3K
|
16.6K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-959- 0.48% |
$51.5K - $56.8K
|
198K
$12.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-961- 5.1% |
$51.6K - $56.9K
|
17.9K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-970- 18.34% |
$52.1K - $57.5K
|
4.32K
$275K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-973- 67.62% |
$52.2K - $57.6K
|
466
$29.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-991- 6.14% |
$53.2K - $58.7K
|
15.1K
$965K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1K- 4.85% |
$53.7K - $59.2K
|
19.6K
$1.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.03K- 21.77% |
$55.5K - $61.2K
|
3.71K
$237K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.12K- 1.66% |
$59.9K - $66.1K
|
66K
$4.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.14K- 14.99% |
$60.9K - $67.2K
|
6.44K
$410K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 2.41% |
$61.7K - $68.1K
|
46.7K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.2K- 1.93% |
$64.1K - $70.8K
|
60.6K
$3.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.23K- 20.3% |
$66K - $72.9K
|
4.83K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.27K- 8.33% |
$68.2K - $75.3K
|
14K
$891K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-1.37K- 0.48% |
$73.5K - $81.1K
|
284K
$18.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.38K- 18.79% |
$73.8K - $81.5K
|
5.94K
$379K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.39K- 4.56% |
$74.4K - $82.1K
|
29K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.4K- 18.57% |
$75.3K - $83.1K
|
6.15K
$392K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.45K- 6.2% |
$78.1K - $86.1K
|
22K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.48K- 10.31% |
$79.6K - $87.8K
|
12.9K
$821K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.52K- 2.85% |
$81.6K - $90K
|
51.8K
$3.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.53K- 1.69% |
$82K - $90.5K
|
88.6K
$5.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.63K- 2.2% |
$87.6K - $96.6K
|
72.5K
$4.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.68K- 0.27% |
$90K - $99.3K
|
617K
$39.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.71K- 0.56% |
$91.6K - $101K
|
301K
$19.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.73K- 8.9% |
$93.1K - $103K
|
17.8K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.96K- 2.41% |
$105K - $116K
|
79.3K
$5.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2K- 6.75% |
$107K - $118K
|
27.6K
$1.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.11K- 3.63% |
$113K - $125K
|
55.8K
$3.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.32K- 8.91% |
$125K - $138K
|
23.7K
$1.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.33K- 14.6% |
$125K - $138K
|
13.6K
$868K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.37K- 57.41% |
$127K - $140K
|
1.76K
$112K
|