Purchases and Sales Made in Q2 2024 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
24.8K+ 563.75% |
$1.32M - $1.39M
|
29.2K
$1.74M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
23.7KNew |
$1.26M - $1.33M
|
23.7K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23.5K+ 53.8% |
$1.25M - $1.31M
|
67.1K
$4.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
23.2K+ 28.06% |
$1.23M - $1.3M
|
106K
$6.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
23.2KNew |
$1.23M - $1.3M
|
23.2K
$1.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23K+ 17.18% |
$1.22M - $1.29M
|
157K
$9.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22.2KNew |
$1.18M - $1.24M
|
22.2K
$1.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
22.1K+ 890.27% |
$1.17M - $1.24M
|
24.6K
$1.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
20.9K+ 309.89% |
$1.11M - $1.17M
|
27.6K
$1.65M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20.7K+ 41.58% |
$1.1M - $1.16M
|
70.6K
$4.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.3K+ 2.27% |
$1.08M - $1.14M
|
915K
$54.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.8K+ 6.5% |
$1.05M - $1.11M
|
325K
$19.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
18.8KNew |
$999K - $1.05M
|
18.8K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.6KNew |
$986K - $1.04M
|
18.6K
$1.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
18.4K+ 45.69% |
$976K - $1.03M
|
58.7K
$3.5M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
18.3K+ 30.38% |
$971K - $1.02M
|
78.6K
$4.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.5K+ 5.32% |
$929K - $980K
|
347K
$20.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.3K+ 2.53% |
$915K - $965K
|
699K
$41.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.6K+ 14.22% |
$880K - $928K
|
133K
$7.96M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
16.6K+ 17.09% |
$879K - $927K
|
114K
$6.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.3KNew |
$866K - $913K
|
16.3K
$975K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.2K+ 1.66% |
$861K - $908K
|
994K
$59.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
16K+ 202.96% |
$848K - $894K
|
23.8K
$1.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
14.7K+ 3.11% |
$782K - $825K
|
488K
$29.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
14.4KNew |
$762K - $804K
|
14.4K
$858K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
14.2K+ 6.57% |
$754K - $795K
|
230K
$13.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
14KNew |
$742K - $783K
|
14K
$835K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14K+ 1.5% |
$741K - $781K
|
943K
$56.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
13.2KNew |
$700K - $739K
|
13.2K
$788K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
13.2K+ 26.81% |
$700K - $738K
|
62.4K
$3.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
13.1K+ 30.7% |
$694K - $732K
|
55.7K
$3.33M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
13K+ 19.57% |
$689K - $727K
|
79.4K
$4.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
12.9K+ 8.25% |
$685K - $722K
|
169K
$10.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
12.7KNew |
$673K - $710K
|
12.7K
$758K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.6K+ 11.29% |
$667K - $703K
|
124K
$7.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.4K+ 3.61% |
$659K - $695K
|
357K
$21.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
12.4KNew |
$658K - $694K
|
12.4K
$740K
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
12.4KNew |
$657K - $693K
|
12.4K
$739K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 5.67% |
$653K - $689K
|
229K
$13.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
11.9K+ 32.28% |
$632K - $666K
|
48.8K
$2.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
11.7K+ 3.01% |
$620K - $654K
|
400K
$23.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.6K+ 63.94% |
$616K - $650K
|
29.8K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11.2K+ 28.9% |
$593K - $625K
|
49.8K
$2.98M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.1K+ 11.4% |
$590K - $623K
|
109K
$6.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.8K+ 31.19% |
$575K - $606K
|
45.6K
$2.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10.3KNew |
$546K - $576K
|
10.3K
$614K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.82K+ 1.65% |
$521K - $550K
|
607K
$36.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.82K+ 10.34% |
$521K - $549K
|
105K
$6.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9.35K+ 104.16% |
$496K - $523K
|
18.3K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.31K+ 21.16% |
$494K - $521K
|
53.3K
$3.18M
|