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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.39K+ 6.13% |
$236K - $260K
|
76K
$4.54M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.39KNew |
$236K - $260K
|
4.39K
$262K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.38K+ 2.17% |
$235K - $260K
|
206K
$12.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.37K+ 3.14% |
$235K - $259K
|
144K
$8.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.35K+ 56.32% |
$233K - $258K
|
12.1K
$721K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.32K+ 2.14% |
$232K - $256K
|
206K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.18KNew |
$225K - $248K
|
4.18K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.18KNew |
$224K - $248K
|
4.18K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.1KNew |
$220K - $243K
|
4.1K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.1K+ 2.13% |
$220K - $243K
|
196K
$11.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.04K+ 31.58% |
$217K - $239K
|
16.8K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
3.94KNew |
$211K - $233K
|
3.94K
$235K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.88KNew |
$208K - $230K
|
3.88K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.87KNew |
$208K - $229K
|
3.87K
$231K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.83KNew |
$206K - $227K
|
3.83K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.83K+ 15.55% |
$206K - $227K
|
28.5K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.81K+ 19.88% |
$205K - $226K
|
23K
$1.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.72KNew |
$200K - $220K
|
3.72K
$222K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.69KNew |
$198K - $219K
|
3.69K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
3.62K+ 15.54% |
$194K - $215K
|
26.9K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
3.6K+ 4.47% |
$193K - $213K
|
84.1K
$5.03M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.58K+ 80.33% |
$192K - $212K
|
8.04K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
3.55KNew |
$191K - $210K
|
3.55K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
3.55KNew |
$190K - $210K
|
3.55K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.54K+ 5.68% |
$190K - $210K
|
65.9K
$3.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.52KNew |
$189K - $208K
|
3.52K
$210K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.42KNew |
$183K - $202K
|
3.42K
$204K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.18K+ 5.9% |
$171K - $188K
|
57.1K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.12K+ 56.92% |
$168K - $185K
|
8.61K
$514K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.01K+ 2.84% |
$162K - $178K
|
109K
$6.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
2.89K+ 5.89% |
$155K - $171K
|
51.9K
$3.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.8K+ 1.46% |
$150K - $166K
|
195K
$11.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.78K+ 5.82% |
$149K - $165K
|
50.6K
$3.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
2.78K+ 21.87% |
$149K - $164K
|
15.5K
$924K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.74K+ 18.35% |
$147K - $162K
|
17.6K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.72K+ 4.88% |
$146K - $161K
|
58.4K
$3.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
2.66K+ 22.04% |
$143K - $157K
|
14.7K
$879K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.63K+ 2.27% |
$141K - $156K
|
119K
$7.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.59K+ 28.15% |
$139K - $153K
|
11.8K
$703K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.47K+ 7.38% |
$133K - $146K
|
36K
$2.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.43K+ 5.72% |
$130K - $144K
|
45K
$2.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.42K+ 61.47% |
$130K - $143K
|
6.36K
$380K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.41K+ 7.41% |
$129K - $142K
|
34.8K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.34K+ 3.03% |
$126K - $139K
|
79.5K
$4.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.32K+ 11.47% |
$125K - $137K
|
22.6K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.21K+ 7.25% |
$119K - $131K
|
32.7K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.2K+ 16.92% |
$118K - $130K
|
15.2K
$908K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.16K+ 100.7% |
$116K - $128K
|
4.3K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.11K+ 1.41% |
$113K - $125K
|
152K
$9.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.97K+ 23.19% |
$106K - $117K
|
10.5K
$626K
|