Purchases and Sales Made in Q4 2024 in First Trust Rising Dividend Ac (RDVY)

RDVY Quotes by TradingView

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
Pacific Sun Financial Corp

BUY
 -
170
+ 2.87%
$9.97K - $10.9K
6.09K $333K
Jan 16, 2025 Q4 2024
Trueblood Wealth Management, LLC

Lima, OH
BUY
 -
167
+ 1.38%
$9.79K - $10.7K
12.2K $669K
Jan 22, 2025 Q4 2024
Mbe Wealth Management, LLC

BUY
 -
163
+ 4.19%
$9.56K - $10.5K
4.06K $222K
Feb 14, 2025 Q4 2024
Main Street Group, LTD

Glen Allen, VA
BUY
 -
157
+ 9.13%
$9.21K - $10.1K
1.88K $103K
Jan 28, 2025 Q4 2024
Empowered Funds, LLC

BUY
 -
157
New
$9.21K - $10.1K
157 $8.58K
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
155
+ 47.4%
$9.09K - $9.98K
482 $26.3K
Feb 05, 2025 Q4 2024
Sbi Securities Co., Ltd.

Tokyo, M0
BUY
 -
152
New
$8.91K - $9.78K
152 $8.31K
Feb 11, 2025 Q4 2024
Signature Estate & Investment Advisors LLC

BUY
 -
151
+ 0.84%
$8.86K - $9.72K
18K $985K
Feb 06, 2025 Q4 2024
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
140
+ 1.08%
$8.21K - $9.01K
13.2K $719K
Jan 13, 2025 Q4 2024
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
136
+ 0.6%
$7.98K - $8.75K
22.7K $1.24M
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
131
+ 1.02%
$7.68K - $8.43K
13K $712K
Jan 30, 2025 Q4 2024
Tcfg Wealth Management, LLC

Laguna Niguel, CA
BUY
 -
128
+ 0.3%
$7.51K - $8.24K
42.6K $2.33M
Jan 24, 2025 Q4 2024
Sky Oak Wealth, LLC

BUY
 -
125
+ 3.35%
$7.33K - $8.05K
3.86K $211K
Jan 23, 2025 Q4 2024
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
125
New
$7.33K - $8.05K
125 $6.83K
Jan 21, 2025 Q4 2024
Fifth Third Bancorp

BUY
 -
125
New
$7.33K - $8.05K
125 $6.83K
Feb 03, 2025 Q4 2024
Waterfront Wealth Inc.

BUY
 -
122
+ 0.94%
$7.16K - $7.85K
13.1K $716K
Feb 13, 2025 Q4 2024
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
120
+ 2.41%
$7.04K - $7.72K
5.1K $279K
Feb 05, 2025 Q4 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
110
+ 0.5%
$6.45K - $7.08K
22.1K $1.21M
Jan 24, 2025 Q4 2024
Stephens Consulting, LLC

Flint, MI
BUY
 -
110
New
$6.45K - $7.08K
110 $6.01K
Jan 03, 2025 Q4 2024
Modus Advisors, LLC

BUY
 -
107
New
$6.28K - $6.89K
107 $5.85K
Feb 12, 2025 Q4 2024
National Bank Of Canada

BUY
 -
106
New
$6.22K - $6.82K
106 $5.79K
Feb 06, 2025 Q4 2024
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
101
+ 0.92%
$5.92K - $6.5K
11.1K $605K
Jan 22, 2025 Q4 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
93
New
$5.45K - $5.99K
93 $5.08K
Feb 13, 2025 Q4 2024
Cerity Partners LLC

New York, NY
BUY
 -
92
+ 0.69%
$5.4K - $5.92K
13.5K $738K
Feb 04, 2025 Q4 2024
Flynn Zito Capital Management, LLC

BUY
 -
88
+ 0.5%
$5.16K - $5.66K
17.8K $975K
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
66
New
$3.87K - $4.25K
66 $3.61K
Feb 10, 2025 Q4 2024
Flagship Wealth Advisors, LLC

Wakefield, MA
BUY
 -
66
New
$3.87K - $4.25K
66 $3.61K
Feb 14, 2025 Q4 2024
Delta Investment Management, LLC

BUY
 -
61
+ 0.58%
$3.58K - $3.93K
10.5K $576K
Jan 29, 2025 Q4 2024
Clarity Capital Partners LLC

Newport Beach, CA
BUY
 -
53
+ 0.34%
$3.11K - $3.41K
15.7K $860K
Feb 13, 2025 Q4 2024
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
41
New
$2.4K - $2.64K
41 $2.24K
Feb 03, 2025 Q4 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
35
+ 0.48%
$2.05K - $2.25K
7.28K $398K
Jan 02, 2025 Q4 2024
Old Port Advisors

BUY
 -
29
+ 0.43%
$1.7K - $1.87K
6.76K $369K
Feb 03, 2025 Q4 2024
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
28
+ 0.49%
$1.64K - $1.8K
5.71K $312K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
24
+ 0.04%
$1.41K - $1.54K
66.7K $3.65M
Jan 13, 2025 Q4 2024
Ignite Planners, LLC

BUY
 -
21
+ 0.12%
$1.23K - $1.35K
17.2K $938K
Feb 13, 2025 Q4 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
20
+ 0.5%
$1.17K - $1.29K
4.01K $219K
Feb 07, 2025 Q4 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
19
+ 0.36%
$1.11K - $1.22K
5.36K $293K
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
18
New
$1.06K - $1.16K
18 $984
Feb 12, 2025 Q4 2024
Clear Street Markets LLC

BUY
 -
15
New
$880 - $966
15 $820
Feb 12, 2025 Q4 2024
Private Portfolio Partners LLC

BUY
 -
14
+ 0.1%
$821 - $901
14K $767K
Feb 14, 2025 Q4 2024
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
14
+ 0.32%
$821 - $901
4.42K $241K
Feb 06, 2025 Q4 2024
Blue Bell Private Wealth Management, LLC

BUY
 -
14
+ 0.66%
$821 - $901
2.13K $116K
Feb 12, 2025 Q4 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
14
+ 0.19%
$821 - $901
7.31K $399K
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

BUY
 -
10
New
$587 - $644
10 $547
Jan 21, 2025 Q4 2024
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
9
+ 0.17%
$528 - $579
5.44K $297K
Feb 05, 2025 Q4 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
4
+ 0.44%
$235 - $257
909 $49.7K
Jan 22, 2025 Q4 2024
Mayflower Financial Advisors, LLC

BUY
 -
3
+ 0.02%
$176 - $193
17.6K $964K
Jan 28, 2025 Q4 2024
Archer Investment Corp

BUY
 -
3
+ 0.55%
$176 - $193
546 $29.8K
Jan 21, 2025 Q4 2024
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
3
+ 0.01%
$176 - $193
51.6K $2.82M

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