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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-19.2K- 14.44% |
$1.13M - $1.24M
|
114K
$6.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-20.4K- 37.82% |
$1.19M - $1.31M
|
33.5K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.5K- 3.52% |
$1.2M - $1.32M
|
562K
$32M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21K- 11.4% |
$1.23M - $1.35M
|
163K
$9.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-21K- 17.54% |
$1.23M - $1.35M
|
98.7K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-21.6K- 35.19% |
$1.26M - $1.39M
|
39.7K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.8K- 23.5% |
$1.34M - $1.47M
|
74.3K
$4.24M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-23.6K- 7.8% |
$1.38M - $1.52M
|
279K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25.6K- 42.46% |
$1.5M - $1.65M
|
34.7K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-26.9K- 72.71% |
$1.58M - $1.73M
|
10.1K
$576K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-30.3K- 3.4% |
$1.78M - $1.95M
|
860K
$49M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32K- 4.63% |
$1.88M - $2.06M
|
660K
$37.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-47.3K- 17.51% |
$2.77M - $3.04M
|
223K
$12.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-50.7K- 20.88% |
$2.97M - $3.26M
|
192K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-58.6K- 2.33% |
$3.44M - $3.77M
|
2.46M
$140M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-68.6K- 24.43% |
$4.02M - $4.42M
|
212K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-73K- 99.91% |
$4.28M - $4.7M
|
68
$3.88K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-76.1K- 81.4% |
$4.47M - $4.9M
|
17.4K
$992K
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-120K- 90.36% |
$7.05M - $7.74M
|
12.8K
$732K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-135K- 99.96% |
$7.92M - $8.7M
|
60
$3.42K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-179K- 5.47% |
$10.5M - $11.5M
|
3.09M
$176M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-191K- 85.61% |
$11.2M - $12.3M
|
32.1K
$1.83M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-328K- 98.19% |
$19.3M - $21.1M
|
6.04K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-676K- 22.92% |
$39.7M - $43.5M
|
2.27M
$130M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-2.2M- 98.31% |
$129M - $142M
|
37.9K
$2.16M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.69M- 98.27% |
$392M - $430M
|
117K
$6.69M
|