Purchases and Sales Made in Q3 2024 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
11K+ 42.45% |
$592K - $653K
|
37K
$2.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.5K+ 23.3% |
$566K - $625K
|
55.8K
$3.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10.3K+ 153.71% |
$552K - $609K
|
17K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.2K+ 8.26% |
$549K - $606K
|
134K
$8.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
10K+ 8.16% |
$539K - $595K
|
133K
$7.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.5K+ 7.09% |
$510K - $563K
|
144K
$8.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9.42KNew |
$506K - $558K
|
9.42K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
9.35KNew |
$502K - $554K
|
9.35K
$559K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
9.26K+ 4.82% |
$497K - $549K
|
201K
$12M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.73K+ 25.43% |
$469K - $517K
|
43K
$2.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.52K+ 1.71% |
$457K - $504K
|
505K
$30.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.08K+ 9.57% |
$434K - $479K
|
92.5K
$5.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.85K+ 7.14% |
$421K - $465K
|
118K
$7.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7.83K+ 5.1% |
$420K - $464K
|
161K
$9.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.76K+ 2.84% |
$417K - $460K
|
281K
$16.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.64K+ 40.09% |
$410K - $453K
|
26.7K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.6K+ 177.91% |
$408K - $450K
|
11.9K
$709K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.57K+ 8.96% |
$406K - $449K
|
92.1K
$5.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.14K+ 3.76% |
$383K - $423K
|
197K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.1K+ 11.94% |
$381K - $420K
|
66.6K
$3.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
7.03K+ 38.78% |
$377K - $416K
|
25.1K
$1.5M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.98K+ 14.15% |
$375K - $413K
|
56.3K
$3.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
6.92K+ 1.33% |
$371K - $410K
|
526K
$31.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.81K+ 29.33% |
$365K - $403K
|
30K
$1.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 4.28% |
$361K - $398K
|
164K
$9.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
6.64K+ 6.98% |
$356K - $393K
|
102K
$6.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.59KNew |
$354K - $390K
|
6.59K
$394K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.56K+ 27.6% |
$352K - $388K
|
30.3K
$1.81M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.4K+ 2.87% |
$343K - $379K
|
229K
$13.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
6.38K+ 23.08% |
$342K - $378K
|
34K
$2.03M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.26K+ 22.39% |
$336K - $371K
|
34.2K
$2.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.19K+ 12.43% |
$332K - $367K
|
56K
$3.35M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.09K+ 15.65% |
$327K - $361K
|
45K
$2.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.01K+ 5.52% |
$322K - $356K
|
115K
$6.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.88K+ 9.67% |
$316K - $348K
|
66.7K
$3.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
5.67K+ 12.32% |
$304K - $336K
|
51.7K
$3.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.64KNew |
$303K - $334K
|
5.64K
$337K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.63K+ 29.6% |
$302K - $334K
|
24.7K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.52K+ 13.07% |
$296K - $327K
|
47.8K
$2.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.42K+ 108.28% |
$291K - $321K
|
10.4K
$622K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.23K+ 2.87% |
$281K - $310K
|
187K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5.15KNew |
$276K - $305K
|
5.15K
$307K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
5.15KNew |
$276K - $305K
|
5.15K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.98KNew |
$267K - $295K
|
4.98K
$297K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.76K+ 5.51% |
$256K - $282K
|
91.2K
$5.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.68KNew |
$251K - $277K
|
4.68K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.68KNew |
$251K - $277K
|
4.68K
$280K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.58KNew |
$246K - $271K
|
4.58K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.48KNew |
$240K - $265K
|
4.48K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
4.46KNew |
$239K - $264K
|
4.46K
$266K
|