Purchases and Sales Made in Q4 2024 in First Trust Rising Dividend Ac (RDVY)
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 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 23.11% |
$68.1K - $74.7K
|
3.86K
$242K
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 1.5% |
$70.9K - $77.8K
|
79.2K
$4.96M
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.23K- 20.62% |
$71.8K - $78.9K
|
4.72K
$295K
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.23K- 0.61% |
$72.1K - $79.1K
|
200K
$12.5M
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.28K- 1.71% |
$74.8K - $82.1K
|
73.1K
$4.58M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.32K- 14.44% |
$77.5K - $85.1K
|
7.83K
$490K
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1.33K- 0.52% |
$77.8K - $85.4K
|
255K
$16M
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.35K- 2.62% |
$79.1K - $86.8K
|
50.1K
$3.14M
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.39K- 0.26% |
$81.5K - $89.4K
|
525K
$32.9M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.42K- 29.83% |
$83.1K - $91.2K
|
3.33K
$209K
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.48K- 6.42% |
$86.6K - $95.1K
|
21.5K
$1.35M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.55K- 1.19% |
$91.1K - $100K
|
129K
$8.1M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.62K- 3.45% |
$94.8K - $104K
|
45.3K
$2.83M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 6.99% |
$97.4K - $107K
|
22.1K
$1.38M
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.66K- 13.78% |
$97.6K - $107K
|
10.4K
$652K
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.67K- 6.2% |
$97.9K - $107K
|
25.3K
$1.58M
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.68K- 0.56% |
$98.6K - $108K
|
298K
$18.6M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.71K- 2.59% |
$100K - $110K
|
64.3K
$4.03M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.93K- 2.82% |
$113K - $124K
|
66.5K
$4.16M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.01K- 2.17% |
$118K - $129K
|
90.5K
$5.67M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.08K- 12.55% |
$122K - $134K
|
14.5K
$909K
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.16K- 6.25% |
$127K - $139K
|
32.4K
$2.03M
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.21K- 8.38% |
$130K - $142K
|
24.2K
$1.51M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.31K- 29.92% |
$135K - $148K
|
5.4K
$338K
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.41K- 8.32% |
$142K - $155K
|
26.6K
$1.67M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.43K- 7.65% |
$142K - $156K
|
29.3K
$1.84M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.45K- 6.29% |
$143K - $157K
|
36.5K
$2.28M
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.52K- 3.95% |
$148K - $162K
|
61.3K
$3.84M
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.83K- 5.43% |
$166K - $182K
|
49.2K
$3.08M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.04K- 48.84% |
$178K - $196K
|
3.19K
$200K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.1K- 16.51% |
$182K - $199K
|
15.7K
$981K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.22K- 3.63% |
$189K - $207K
|
85.5K
$5.35M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.49K- 4.59% |
$205K - $225K
|
72.5K
$4.54M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.84K- 1.94% |
$225K - $247K
|
194K
$12.2M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.89K- 9.04% |
$228K - $250K
|
39.2K
$2.45M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.93K- 8.46% |
$230K - $253K
|
42.5K
$2.66M
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.09K- 5.57% |
$240K - $263K
|
69.3K
$4.34M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.11K- 9.67% |
$241K - $264K
|
38.4K
$2.4M
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-4.18K- 3.67% |
$245K - $269K
|
110K
$6.86M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.2K- 1.25% |
$246K - $270K
|
333K
$20.8M
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-4.64K- 4.52% |
$272K - $299K
|
98K
$6.14M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.7K- 0.51% |
$276K - $303K
|
925K
$57.9M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.6K- 1.68% |
$328K - $360K
|
328K
$20.6M
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.89K- 13.1% |
$346K - $379K
|
39.1K
$2.45M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.93K- 7.03% |
$348K - $382K
|
78.5K
$4.91M
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-5.98K- 6.98% |
$351K - $385K
|
79.7K
$4.99M
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-6.2K- 49.97% |
$363K - $399K
|
6.2K
$388K
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-6.64K- 2.2% |
$389K - $427K
|
294K
$18.4M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.46K- 7.17% |
$437K - $480K
|
96.5K
$6.05M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.81K- 32.35% |
$458K - $503K
|
16.3K
$1.02M
|