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 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.31K+ 2.99% |
$194K - $213K
|
114K
$7.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.13K+ 25.95% |
$184K - $201K
|
15.2K
$935K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.03K+ 18.03% |
$178K - $195K
|
19.8K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
3.02KNew |
$177K - $194K
|
3.02K
$186K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.01K+ 65.84% |
$177K - $194K
|
7.59K
$467K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.93K+ 24.86% |
$172K - $188K
|
14.7K
$905K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.88K+ 1.9% |
$169K - $185K
|
155K
$9.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.86K+ 2.49% |
$168K - $184K
|
118K
$7.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.76KNew |
$162K - $178K
|
2.76K
$170K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.7KNew |
$159K - $174K
|
2.7K
$167K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.69K+ 2.92% |
$158K - $173K
|
94.8K
$5.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.66K+ 55.82% |
$156K - $171K
|
7.43K
$457K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.66K+ 40.06% |
$156K - $171K
|
9.28K
$572K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.65K+ 9.32% |
$156K - $171K
|
31.1K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 10.28% |
$149K - $163K
|
27.2K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.51KNew |
$147K - $161K
|
2.51K
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.46K+ 4.25% |
$144K - $158K
|
60.2K
$3.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.4K+ 37.68% |
$141K - $154K
|
8.76K
$539K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.39K+ 7.32% |
$140K - $154K
|
35.1K
$2.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.36K+ 8.69% |
$139K - $152K
|
29.5K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.13K+ 5.53% |
$125K - $137K
|
40.7K
$2.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.08K+ 1.7% |
$122K - $134K
|
124K
$7.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.97K+ 1.67% |
$116K - $127K
|
120K
$7.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.78K+ 9.84% |
$104K - $114K
|
19.8K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.74K+ 1.71% |
$102K - $112K
|
103K
$6.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.73K+ 15.39% |
$102K - $112K
|
13K
$801K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.7K+ 49.82% |
$99.9K - $110K
|
5.12K
$315K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.56K+ 39.73% |
$91.4K - $100K
|
5.48K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.53K+ 0.44% |
$89.4K - $98.2K
|
350K
$21.5M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.51K+ 1.59% |
$88.3K - $96.9K
|
96.2K
$5.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
1.5K+ 19.54% |
$88.2K - $96.8K
|
9.2K
$567K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.44K+ 5.38% |
$84.3K - $92.5K
|
28.1K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 2.56% |
$82.2K - $90.2K
|
56.1K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.37KNew |
$80.4K - $88.2K
|
1.37K
$84.4K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 4.0% |
$80.4K - $88.2K
|
35.6K
$2.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.36K+ 54.53% |
$79.8K - $87.5K
|
3.85K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.33K+ 1.46% |
$78.1K - $85.7K
|
92.5K
$5.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.29K+ 20.4% |
$75.5K - $82.8K
|
7.6K
$468K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.26KNew |
$73.8K - $81K
|
1.26K
$77.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.25K+ 5.93% |
$73.2K - $80.3K
|
22.3K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.21K+ 28.99% |
$70.8K - $77.7K
|
5.37K
$331K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.18K+ 2807.14% |
$69.1K - $75.9K
|
1.22K
$75.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.16K+ 1.98% |
$67.7K - $74.3K
|
59.6K
$3.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.14K+ 1.44% |
$66.9K - $73.4K
|
80.5K
$4.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.13K+ 21.8% |
$66.2K - $72.7K
|
6.31K
$388K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.1K+ 31.14% |
$64.2K - $70.5K
|
4.61K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.09K+ 3.96% |
$64.1K - $70.4K
|
28.7K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
1.07K+ 2.06% |
$62.6K - $68.7K
|
53K
$3.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.07K+ 2.06% |
$62.5K - $68.6K
|
52.8K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.02K+ 36.75% |
$59.9K - $65.7K
|
3.8K
$234K
|