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 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2K- 6.75% |
$107K - $118K
|
27.6K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.11K- 3.63% |
$113K - $125K
|
55.8K
$3.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.32K- 8.91% |
$125K - $138K
|
23.7K
$1.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.33K- 14.6% |
$125K - $138K
|
13.6K
$813K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.37K- 57.41% |
$127K - $140K
|
1.76K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.58K- 0.73% |
$139K - $153K
|
350K
$20.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.62K- 11.74% |
$141K - $155K
|
19.7K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.62K- 3.69% |
$141K - $155K
|
68.4K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.67K- 37.76% |
$143K - $158K
|
4.41K
$263K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-2.7K- 3.05% |
$145K - $160K
|
85.7K
$5.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.76K- 3.32% |
$148K - $164K
|
80.5K
$4.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.8K- 18.4% |
$150K - $166K
|
12.4K
$742K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.83K- 2.11% |
$152K - $167K
|
131K
$7.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.83K- 12.67% |
$152K - $167K
|
19.5K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-2.98K- 1.69% |
$160K - $177K
|
174K
$10.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.01K- 10.24% |
$161K - $178K
|
26.4K
$1.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.02K- 44.78% |
$162K - $179K
|
3.72K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.03K- 6.66% |
$163K - $180K
|
42.5K
$2.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.24K- 7.1% |
$174K - $192K
|
42.3K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.49K- 6.09% |
$187K - $207K
|
53.9K
$3.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.53K- 2.31% |
$189K - $209K
|
149K
$8.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-3.57K- 38.6% |
$192K - $212K
|
5.68K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-3.58K- 2.62% |
$192K - $212K
|
133K
$7.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.67K- 4.78% |
$197K - $217K
|
73.1K
$4.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-3.75K- 1.44% |
$201K - $222K
|
256K
$15.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.89K- 29.15% |
$209K - $231K
|
9.46K
$565K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.33K- 16.59% |
$232K - $257K
|
21.8K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-4.55K- 16.48% |
$244K - $270K
|
23.1K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-4.77K- 8.66% |
$256K - $282K
|
50.3K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.79K- 0.51% |
$257K - $284K
|
939K
$56.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.05K- 6.54% |
$271K - $299K
|
72.2K
$4.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.12K- 17.43% |
$275K - $303K
|
24.3K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.16K- 27.79% |
$277K - $306K
|
13.4K
$801K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.33K- 9.83% |
$286K - $316K
|
48.9K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-5.69K- 9.85% |
$305K - $337K
|
52.1K
$3.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-5.98K- 21.46% |
$321K - $354K
|
21.9K
$1.31M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.03K- 13.15% |
$324K - $357K
|
39.8K
$2.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-6.04K- 52.91% |
$324K - $358K
|
5.37K
$321K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-6.25K- 29.39% |
$335K - $370K
|
15K
$896K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.3K- 31.7% |
$338K - $373K
|
13.6K
$810K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.39K- 50.65% |
$343K - $378K
|
6.23K
$372K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-6.42K- 7.46% |
$345K - $380K
|
79.7K
$4.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6.44K- 6.76% |
$345K - $381K
|
88.7K
$5.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.48K- 0.93% |
$348K - $384K
|
692K
$41.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-6.72K- 1.43% |
$360K - $398K
|
463K
$27.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7.36K- 7.3% |
$395K - $436K
|
93.5K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.89K- 57.79% |
$423K - $467K
|
5.76K
$344K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-7.89K- 7.14% |
$423K - $467K
|
103K
$6.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-7.92K- 2.01% |
$425K - $469K
|
386K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.99K- 0.87% |
$429K - $473K
|
907K
$54.1M
|