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 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
9.36K+ 100.06% |
$549K - $602K
|
18.7K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
9.31K+ 8.55% |
$546K - $599K
|
118K
$6.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
9.15K+ 24.81% |
$537K - $589K
|
46K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
9.01KNew |
$529K - $580K
|
9.01K
$493K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
8.87KNew |
$520K - $571K
|
8.87K
$485K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
8.57KNew |
$503K - $552K
|
8.57K
$468K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
8.36K+ 4.09% |
$491K - $538K
|
213K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
8.26K+ 7.61% |
$485K - $532K
|
117K
$6.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.17K+ 223.05% |
$479K - $526K
|
11.8K
$646K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.07K+ 0.89% |
$473K - $519K
|
915K
$50M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
8.01K+ 3.49% |
$470K - $516K
|
237K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
7.8KNew |
$458K - $502K
|
7.8K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
7.56K+ 3.66% |
$443K - $487K
|
214K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7.45K+ 43.93% |
$437K - $480K
|
24.4K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
7.41K+ 7.71% |
$435K - $477K
|
104K
$5.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7.08K+ 30.69% |
$415K - $456K
|
30.1K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
6.99K+ 59.73% |
$410K - $450K
|
18.7K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.73K+ 8.47% |
$395K - $433K
|
86.2K
$4.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.52K+ 31.33% |
$382K - $420K
|
27.3K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.47K+ 58.03% |
$379K - $416K
|
17.6K
$962K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
6.38K+ 1.01% |
$374K - $411K
|
639K
$34.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.38K+ 53.69% |
$374K - $410K
|
18.3K
$997K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.35K+ 17.62% |
$372K - $409K
|
42.4K
$2.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.15K+ 3.75% |
$361K - $396K
|
170K
$9.29M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.85K+ 76.66% |
$343K - $376K
|
13.5K
$736K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.56K+ 4.55% |
$326K - $358K
|
128K
$6.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.42K+ 8.63% |
$318K - $349K
|
68.2K
$3.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.42K+ 4.6% |
$318K - $349K
|
123K
$6.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
5.35K+ 1.23% |
$314K - $345K
|
440K
$24M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.23K+ 3.9% |
$307K - $337K
|
139K
$7.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.21KNew |
$306K - $335K
|
5.21K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.19K+ 3.21% |
$304K - $334K
|
167K
$9.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
5.12K+ 5.37% |
$300K - $330K
|
100K
$5.49M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
5.07KNew |
$297K - $326K
|
5.07K
$277K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
5.03K+ 24.07% |
$295K - $324K
|
25.9K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
5.02KNew |
$294K - $323K
|
5.02K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5K+ 3849.23% |
$293K - $322K
|
5.13K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.97KNew |
$291K - $320K
|
4.97K
$272K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
4.91KNew |
$288K - $316K
|
4.91K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
4.83KNew |
$283K - $311K
|
4.83K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.76K+ 8.46% |
$279K - $307K
|
61.1K
$3.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.74K+ 2.44% |
$278K - $305K
|
199K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.72K+ 15.72% |
$277K - $304K
|
34.7K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.68K+ 3.35% |
$274K - $301K
|
144K
$7.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.6K+ 4.22% |
$270K - $296K
|
114K
$6.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.5KNew |
$264K - $289K
|
4.5K
$246K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
4.43KNew |
$260K - $285K
|
4.43K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.32KNew |
$253K - $278K
|
4.32K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.31K+ 12.12% |
$253K - $278K
|
39.9K
$2.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.26KNew |
$250K - $274K
|
4.26K
$233K
|