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 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-8.74K- 11.97% |
$513K - $563K
|
64.3K
$3.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.87K- 65.38% |
$520K - $571K
|
4.7K
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.5K- 9.04% |
$616K - $677K
|
106K
$6.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.7K- 4.69% |
$626K - $687K
|
217K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-10.8K- 20.57% |
$633K - $695K
|
41.7K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.7K- 1.25% |
$688K - $755K
|
927K
$57.1M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-13.7K- 22.58% |
$802K - $880K
|
46.9K
$2.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-13.9K- 41.73% |
$815K - $895K
|
19.4K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15.9K- 3.07% |
$930K - $1.02M
|
500K
$30.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-18.2K- 25.25% |
$1.07M - $1.17M
|
53.9K
$3.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-19.2K- 14.44% |
$1.13M - $1.24M
|
114K
$7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.5K- 3.52% |
$1.2M - $1.32M
|
562K
$34.6M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21K- 11.4% |
$1.23M - $1.35M
|
163K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-21K- 17.54% |
$1.23M - $1.35M
|
98.7K
$6.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.8K- 23.5% |
$1.34M - $1.47M
|
74.3K
$4.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-26.9K- 72.71% |
$1.58M - $1.73M
|
10.1K
$622K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32K- 4.63% |
$1.88M - $2.06M
|
660K
$40.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-47.3K- 17.51% |
$2.77M - $3.04M
|
223K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-50.7K- 20.88% |
$2.97M - $3.26M
|
192K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-68.6K- 24.43% |
$4.02M - $4.42M
|
212K
$13.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-73K- 99.91% |
$4.28M - $4.7M
|
68
$4.19K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-76.1K- 81.4% |
$4.47M - $4.9M
|
17.4K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-135K- 99.96% |
$7.92M - $8.7M
|
60
$3.69K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-179K- 5.47% |
$10.5M - $11.5M
|
3.09M
$190M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-191K- 85.61% |
$11.2M - $12.3M
|
32.1K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-676K- 22.92% |
$39.7M - $43.5M
|
2.27M
$140M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.69M- 98.27% |
$392M - $430M
|
117K
$7.23M
|