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 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
20.7KNew |
$1.22M - $1.33M
|
20.7K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.9K+ 20.8% |
$1.17M - $1.28M
|
116K
$6.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.5K+ 8.95% |
$1.15M - $1.26M
|
238K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
19.4K+ 4.13% |
$1.14M - $1.25M
|
488K
$26.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
19KNew |
$1.12M - $1.22M
|
19K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.7K+ 6.71% |
$1.1M - $1.21M
|
298K
$16.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
18.6KNew |
$1.09M - $1.2M
|
18.6K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
18.4K+ 32.47% |
$1.08M - $1.18M
|
75.1K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
18.1KNew |
$1.06M - $1.17M
|
18.1K
$991K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
17.9KNew |
$1.05M - $1.15M
|
17.9K
$976K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.8K+ 8.66% |
$1.05M - $1.15M
|
224K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
17.4KNew |
$1.02M - $1.12M
|
17.4K
$950K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.2K+ 36.75% |
$1.01M - $1.11M
|
64.1K
$3.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
17.2K+ 9.92% |
$1.01M - $1.11M
|
191K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
16.1K+ 418.97% |
$942K - $1.03M
|
19.9K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
16KNew |
$937K - $1.03M
|
16K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$927K - $1.02M
|
15.8K
$864K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15.7K+ 12.2% |
$918K - $1.01M
|
144K
$7.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
15.6K+ 77.22% |
$917K - $1.01M
|
35.9K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.6K+ 21.69% |
$914K - $1M
|
87.4K
$4.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
15.3K+ 6.17% |
$895K - $982K
|
262K
$14.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.2K+ 5.63% |
$894K - $982K
|
286K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15K+ 3.11% |
$879K - $965K
|
497K
$27.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15K+ 3.06% |
$878K - $964K
|
504K
$27.5M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
15KNew |
$878K - $963K
|
15K
$818K
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
14.8KNew |
$867K - $951K
|
14.8K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.7K+ 39.17% |
$865K - $949K
|
52.4K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
14.7K+ 10.21% |
$860K - $944K
|
158K
$8.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14.5KNew |
$850K - $933K
|
14.5K
$792K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
14.2K+ 86.34% |
$832K - $913K
|
30.6K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.6K+ 2.7% |
$800K - $878K
|
519K
$28.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13.6K+ 4.82% |
$800K - $878K
|
297K
$16.2M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
13.5K+ 9.67% |
$792K - $869K
|
153K
$8.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.5K+ 17.62% |
$791K - $869K
|
90.1K
$4.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
13.3K+ 7.12% |
$783K - $859K
|
201K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.2K+ 6.43% |
$773K - $848K
|
218K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.5K+ 8.72% |
$734K - $805K
|
156K
$8.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
11.7K+ 11.46% |
$684K - $751K
|
113K
$6.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.6K+ 24.35% |
$682K - $749K
|
59.4K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
11.6K+ 6.59% |
$678K - $744K
|
187K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
11.4K+ 32.74% |
$669K - $734K
|
46.2K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
11.3K+ 83.49% |
$660K - $724K
|
24.7K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
11.2K+ 217.08% |
$655K - $719K
|
16.3K
$892K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
11.2K+ 217.08% |
$655K - $719K
|
16.3K
$892K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
11K+ 2.13% |
$645K - $708K
|
529K
$28.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.9K+ 59.7% |
$639K - $701K
|
29.1K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5K+ 2.53% |
$619K - $679K
|
427K
$23.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1KNew |
$591K - $649K
|
10.1K
$551K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
9.93KNew |
$583K - $639K
|
9.93K
$543K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9.77KNew |
$573K - $629K
|
9.77K
$534K
|