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
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
23+ 0.33% |
$1.23K - $1.36K
|
7K
$418K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13+ 0.33% |
$698 - $770
|
3.99K
$238K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.81% |
$322 - $355
|
746
$44.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6+ 0.11% |
$322 - $355
|
5.43K
$325K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 0.2% |
$268 - $296
|
2.52K
$151K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4+ 0.06% |
$215 - $237
|
6.72K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 0.33% |
$161 - $178
|
905
$54K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 0.01% |
$107 - $118
|
14.7K
$875K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.05% |
$107 - $118
|
4.13K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.65% |
$107 - $118
|
311
$18.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.18% |
$53.7 - $59.2
|
543
$32.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-1- 0.03% |
$53.7 - $59.2
|
3.88K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2- 0.05% |
$107 - $118
|
4.02K
$240K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-5- 0.11% |
$268 - $296
|
4.38K
$262K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5- 0.09% |
$268 - $296
|
5.45K
$326K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 0.46% |
$483 - $533
|
1.96K
$117K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-13- 0.31% |
$698 - $770
|
4.16K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-14- 0.03% |
$752 - $829
|
51.5K
$3.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-15- 0.28% |
$805 - $889
|
5.26K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-30- 1.72% |
$1.61K - $1.78K
|
1.72K
$103K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-32- 0.6% |
$1.72K - $1.9K
|
5.34K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-33- 0.33% |
$1.77K - $1.95K
|
9.84K
$588K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-40- 0.55% |
$2.15K - $2.37K
|
7.29K
$435K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-61- 1.28% |
$3.27K - $3.61K
|
4.69K
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-70- 1.84% |
$3.76K - $4.15K
|
3.73K
$223K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-91- 1.61% |
$4.88K - $5.39K
|
5.58K
$333K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-94- 0.27% |
$5.05K - $5.57K
|
34.6K
$2.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-95- 0.07% |
$5.1K - $5.63K
|
129K
$7.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-117- 22.03% |
$6.28K - $6.93K
|
414
$24.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-117- 0.8% |
$6.28K - $6.93K
|
14.5K
$866K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-124- 27.49% |
$6.66K - $7.35K
|
327
$19.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-131- 2.19% |
$7.03K - $7.76K
|
5.86K
$350K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-142- 1.81% |
$7.62K - $8.41K
|
7.7K
$460K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-143- 0.2% |
$7.68K - $8.47K
|
70.4K
$4.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-144- 0.42% |
$7.73K - $8.53K
|
34.5K
$2.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-169- 2.82% |
$9.07K - $10K
|
5.82K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-180- 0.94% |
$9.66K - $10.7K
|
18.9K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-200- 11.11% |
$10.7K - $11.8K
|
1.6K
$95.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-203- 67.67% |
$10.9K - $12K
|
97
$5.79K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-211- 0.91% |
$11.3K - $12.5K
|
23.1K
$1.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-217- 1.96% |
$11.6K - $12.9K
|
10.8K
$648K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-226- 1.81% |
$12.1K - $13.4K
|
12.3K
$733K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-268- 1.46% |
$14.4K - $15.9K
|
18.1K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-300- 6.08% |
$16.1K - $17.8K
|
4.64K
$277K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-303- 1.67% |
$16.3K - $17.9K
|
17.8K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-306- 2.47% |
$16.4K - $18.1K
|
12.1K
$721K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-321- 1.79% |
$17.2K - $19K
|
17.6K
$1.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-377- 6.72% |
$20.2K - $22.3K
|
5.24K
$313K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-380- 2.98% |
$20.4K - $22.5K
|
12.4K
$739K
|