Purchases and Sales Made in Q4 2024 in First Trust Rising Dividend Ac (RDVY)

RDVY Quotes by TradingView

This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q4 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
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
146K
+ 259.3%
$8.56M - $9.39M
202K $12.6M
Jan 17, 2025 Q4 2024
Genesis Private Wealth, LLC

Ashburn, VA
BUY
 -
95.2K
New
$5.58M - $6.13M
95.2K $5.92M
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
74.5K
+ 12.58%
$4.37M - $4.8M
667K $41.5M
Jan 13, 2025 Q4 2024
Envision Financial LLC

Brookfield, WI
BUY
 -
59.2K
New
$3.47M - $3.81M
59.2K $3.68M
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
31K
+ 102.31%
$1.82M - $2M
61.3K $3.81M
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
29K
+ 31.75%
$1.7M - $1.86M
120K $7.47M
Jan 15, 2025 Q4 2024
Arkadios Wealth Advisors

BUY
 -
25.5K
+ 26.3%
$1.49M - $1.64M
122K $7.61M
Jan 14, 2025 Q4 2024
Kmg Fiduciary Partners, LLC

BUY
 -
22.9K
+ 17.51%
$1.34M - $1.47M
154K $9.56M
Jan 14, 2025 Q4 2024
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
15.7K
+ 12.2%
$918K - $1.01M
144K $8.95M
Jan 15, 2025 Q4 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
15.6K
+ 21.69%
$914K - $1M
87.4K $5.43M
Jan 16, 2025 Q4 2024
Koshinski Asset Management, Inc.

BUY
 -
13.6K
+ 2.7%
$800K - $878K
519K $32.3M
Jan 14, 2025 Q4 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
11.6K
+ 24.35%
$682K - $749K
59.4K $3.69M
Jan 13, 2025 Q4 2024
Brookstone Capital Management

BUY
 -
10.9K
+ 59.7%
$639K - $701K
29.1K $1.81M
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
8.17K
+ 223.05%
$479K - $526K
11.8K $735K
Jan 16, 2025 Q4 2024
City Holding CO

BUY
 -
7.41K
+ 7.71%
$435K - $477K
104K $6.44M
Jan 13, 2025 Q4 2024
Claro Advisors LLC

Boston, MA
BUY
 -
5.42K
+ 8.63%
$318K - $349K
68.2K $4.24M
Jan 14, 2025 Q4 2024
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
4.76K
+ 8.46%
$279K - $307K
61.1K $3.8M
Jan 14, 2025 Q4 2024
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
3.87K
+ 8.04%
$227K - $249K
52K $3.23M
Jan 17, 2025 Q4 2024
Traynor Capital Management, Inc.

BUY
 -
3.53K
New
$207K - $227K
3.53K $219K
Jan 13, 2025 Q4 2024
Ewg Elevate Inc.

BUY
 -
3.31K
+ 2.99%
$194K - $213K
114K $7.1M
Jan 14, 2025 Q4 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
2.86K
+ 2.49%
$168K - $184K
118K $7.31M
Jan 17, 2025 Q4 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
2.69K
+ 2.92%
$158K - $173K
94.8K $5.89M
Jan 21, 2025 Q4 2024
Pcg Wealth Advisors, LLC

BUY
 -
2.54K
+ 10.28%
$149K - $163K
27.2K $1.69M
Jan 15, 2025 Q4 2024
Merit Financial Group, LLC

BUY
 -
2.13K
+ 5.53%
$125K - $137K
40.7K $2.53M
Jan 21, 2025 Q4 2024
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
1.78K
+ 9.84%
$104K - $114K
19.8K $1.23M
Jan 16, 2025 Q4 2024
Sfg Wealth Management, Llc.

BUY
 -
1.73K
+ 15.39%
$102K - $112K
13K $809K
Jan 02, 2025 Q4 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
1.56K
+ 39.73%
$91.4K - $100K
5.48K $341K
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

BUY
 -
1.44K
+ 5.38%
$84.3K - $92.5K
28.1K $1.75M
Jan 15, 2025 Q4 2024
True Wealth Advisors, LLC

BUY
 -
1.37K
+ 4.0%
$80.4K - $88.2K
35.6K $2.21M
Jan 16, 2025 Q4 2024
Ellsworth Advisors, LLC

BUY
 -
1.25K
+ 5.93%
$73.2K - $80.3K
22.3K $1.39M
Jan 16, 2025 Q4 2024
Willner & Heller, LLC

BUY
 -
1.07K
+ 2.06%
$62.6K - $68.7K
53K $3.29M
Jan 10, 2025 Q4 2024
Lynch & Associates

BUY
 -
983
+ 9.95%
$57.7K - $63.3K
10.9K $675K
Jan 13, 2025 Q4 2024
Eastern Bank

BUY
 -
959
New
$56.2K - $61.7K
959 $59.6K
Jan 10, 2025 Q4 2024
Hbw Advisory Services LLC

BUY
 -
856
+ 0.83%
$50.2K - $55.1K
103K $6.44M
Jan 08, 2025 Q4 2024
Park National Corp

BUY
 -
854
+ 0.3%
$50.1K - $55K
285K $17.7M
Jan 17, 2025 Q4 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
767
+ 1.48%
$45K - $49.4K
52.6K $3.27M
Jan 14, 2025 Q4 2024
Pinnacle Bancorp, Inc.

BUY
 -
750
+ 34.23%
$44K - $48.3K
2.94K $183K
Jan 15, 2025 Q4 2024
Tru Wealth Advisors, LLC

BUY
 -
706
+ 1.0%
$41.4K - $45.4K
71.1K $4.42M
Jan 10, 2025 Q4 2024
Sugarloaf Wealth Management, LLC

BUY
 -
676
New
$39.6K - $43.5K
676 $42K
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
671
New
$39.4K - $43.2K
671 $41.7K
Jan 16, 2025 Q4 2024
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
405
+ 2.28%
$23.8K - $26.1K
18.2K $1.13M
Jan 15, 2025 Q4 2024
Walker Asset Management, LLC

BUY
 -
400
+ 2.04%
$23.5K - $25.7K
20K $1.24M
Jan 17, 2025 Q4 2024
Independent Wealth Network Inc.

BUY
 -
262
+ 4.81%
$15.4K - $16.9K
5.71K $355K
Jan 02, 2025 Q4 2024
Versant Capital Management, Inc

BUY
 -
233
New
$13.7K - $15K
233 $14.5K
Jan 16, 2025 Q4 2024
Trueblood Wealth Management, LLC

Lima, OH
BUY
 -
167
+ 1.38%
$9.79K - $10.7K
12.2K $761K
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
155
+ 47.4%
$9.09K - $9.98K
482 $30K
Jan 13, 2025 Q4 2024
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
136
+ 0.6%
$7.98K - $8.75K
22.7K $1.41M
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
131
+ 1.02%
$7.68K - $8.43K
13K $810K
Jan 03, 2025 Q4 2024
Modus Advisors, LLC

BUY
 -
107
New
$6.28K - $6.89K
107 $6.65K

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