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 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
70.2K+ 75.9% |
$4.12M - $4.52M
|
163K
$8.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
66.7K+ 17.37% |
$3.91M - $4.29M
|
451K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
65.8K+ 877.67% |
$3.86M - $4.23M
|
73.3K
$4.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
65.3KNew |
$3.83M - $4.2M
|
65.3K
$3.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
64.3K+ 8.26% |
$3.77M - $4.14M
|
843K
$46M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
59.7KNew |
$3.5M - $3.85M
|
59.7K
$3.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
59.2KNew |
$3.47M - $3.81M
|
59.2K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
55.4K+ 46.49% |
$3.25M - $3.57M
|
175K
$9.54M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
55.2K+ 8.19% |
$3.24M - $3.55M
|
729K
$39.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
53.5KNew |
$3.14M - $3.44M
|
53.5K
$2.92M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
52.8K+ 4.17% |
$3.1M - $3.4M
|
1.32M
$72.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
52.1K+ 93.38% |
$3.06M - $3.36M
|
108K
$5.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
51.6K+ 58.21% |
$3.02M - $3.32M
|
140K
$7.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
50KNew |
$2.93M - $3.22M
|
50K
$2.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
48K+ 94.85% |
$2.82M - $3.09M
|
98.6K
$5.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
47.6KNew |
$2.79M - $3.07M
|
47.6K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.7K+ 1.85% |
$2.74M - $3.01M
|
2.57M
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
45.4K+ 13.38% |
$2.66M - $2.92M
|
385K
$21M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
41.6K+ 74.28% |
$2.44M - $2.68M
|
97.7K
$5.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41K+ 77.13% |
$2.4M - $2.64M
|
94.1K
$5.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
40.3K+ 19.26% |
$2.36M - $2.59M
|
250K
$13.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
39.6K+ 85.68% |
$2.32M - $2.55M
|
85.8K
$4.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
38.4KNew |
$2.25M - $2.47M
|
38.4K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.5K+ 4.92% |
$2.2M - $2.41M
|
799K
$43.7M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
36.6KNew |
$2.15M - $2.36M
|
36.6K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.3KNew |
$2.13M - $2.33M
|
36.3K
$1.98M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
35.2KNew |
$2.06M - $2.27M
|
35.2K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
34.1KNew |
$2M - $2.19M
|
34.1K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
33.7KNew |
$1.97M - $2.17M
|
33.7K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
32.5K+ 3.0% |
$1.91M - $2.09M
|
1.12M
$61M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
31K+ 102.31% |
$1.82M - $2M
|
61.3K
$3.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
30.5KNew |
$1.79M - $1.96M
|
30.5K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
30.2KNew |
$1.77M - $1.94M
|
30.2K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
30KNew |
$1.76M - $1.93M
|
30K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29K+ 5.47% |
$1.7M - $1.86M
|
559K
$30.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
29K+ 31.75% |
$1.7M - $1.86M
|
120K
$6.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
28.9K+ 126.34% |
$1.7M - $1.86M
|
51.8K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.8K+ 2.81% |
$1.63M - $1.79M
|
1.02M
$55.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
27KNew |
$1.58M - $1.74M
|
27K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
26.9KNew |
$1.58M - $1.73M
|
26.9K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
26.4K+ 7.76% |
$1.55M - $1.7M
|
367K
$20M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
25.5K+ 26.3% |
$1.49M - $1.64M
|
122K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
23.7KNew |
$1.39M - $1.52M
|
23.7K
$1.29M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
23.1KNew |
$1.35M - $1.49M
|
23.1K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
22.9K+ 17.51% |
$1.34M - $1.47M
|
154K
$8.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
22.2KNew |
$1.3M - $1.43M
|
22.2K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
22.1KNew |
$1.29M - $1.42M
|
22.1K
$1.21M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
21.9KNew |
$1.28M - $1.41M
|
21.9K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
21.8K+ 6.97% |
$1.28M - $1.4M
|
334K
$18.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
21.7KNew |
$1.27M - $1.4M
|
21.7K
$1.18M
|