Purchases and Sales Made in Q4 2024 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10MNew |
$588M - $646M
|
10M
$623M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
398K+ 128.34% |
$23.4M - $25.6M
|
709K
$44M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
366K+ 76.1% |
$21.5M - $23.5M
|
846K
$52.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
261KNew |
$15.3M - $16.8M
|
261K
$16.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
204K+ 91.56% |
$12M - $13.1M
|
426K
$26.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
195K+ 11.9% |
$11.4M - $12.6M
|
1.84M
$114M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
193KNew |
$11.3M - $12.4M
|
193K
$12M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
146K+ 259.3% |
$8.56M - $9.39M
|
202K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
133KNew |
$7.8M - $8.56M
|
133K
$8.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
123KNew |
$7.23M - $7.93M
|
123K
$7.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
115K+ 333.84% |
$6.77M - $7.43M
|
150K
$9.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
114KNew |
$6.69M - $7.34M
|
114K
$7.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
107K+ 17.26% |
$6.25M - $6.86M
|
724K
$44.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
104K+ 22.41% |
$6.08M - $6.68M
|
567K
$35.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
103KNew |
$6.01M - $6.6M
|
103K
$6.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
95.2KNew |
$5.58M - $6.13M
|
95.2K
$5.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
83.3KNew |
$4.89M - $5.36M
|
83.3K
$5.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74.5K+ 12.58% |
$4.37M - $4.8M
|
667K
$41.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
71.3KNew |
$4.18M - $4.59M
|
71.3K
$4.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70.4K+ 6.32% |
$4.13M - $4.53M
|
1.19M
$73.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
70.3K+ 527.31% |
$4.12M - $4.53M
|
83.7K
$5.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
65.3KNew |
$3.83M - $4.2M
|
65.3K
$4.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
64.3K+ 8.26% |
$3.77M - $4.14M
|
843K
$52.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
59.7KNew |
$3.5M - $3.85M
|
59.7K
$3.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
59.2KNew |
$3.47M - $3.81M
|
59.2K
$3.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
55.4K+ 46.49% |
$3.25M - $3.57M
|
175K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
55.2K+ 8.19% |
$3.24M - $3.55M
|
729K
$45.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
52.8K+ 4.17% |
$3.1M - $3.4M
|
1.32M
$82M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
52.1K+ 93.38% |
$3.06M - $3.36M
|
108K
$6.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
51.6K+ 58.21% |
$3.02M - $3.32M
|
140K
$8.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
48K+ 94.85% |
$2.82M - $3.09M
|
98.6K
$6.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
47.6KNew |
$2.79M - $3.07M
|
47.6K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
41.6K+ 74.28% |
$2.44M - $2.68M
|
97.7K
$6.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41K+ 77.13% |
$2.4M - $2.64M
|
94.1K
$5.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
40.3K+ 19.26% |
$2.36M - $2.59M
|
250K
$15.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
39.6K+ 85.68% |
$2.32M - $2.55M
|
85.8K
$5.33M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
36.6KNew |
$2.15M - $2.36M
|
36.6K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.3KNew |
$2.13M - $2.33M
|
36.3K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
34.1KNew |
$2M - $2.19M
|
34.1K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
33.7KNew |
$1.97M - $2.17M
|
33.7K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
32.5K+ 3.0% |
$1.91M - $2.09M
|
1.12M
$69.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
31K+ 102.31% |
$1.82M - $2M
|
61.3K
$3.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
29K+ 31.75% |
$1.7M - $1.86M
|
120K
$7.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
28.9K+ 126.34% |
$1.7M - $1.86M
|
51.8K
$3.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
26.4K+ 7.76% |
$1.55M - $1.7M
|
367K
$22.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
25.5K+ 26.3% |
$1.49M - $1.64M
|
122K
$7.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
22.9K+ 17.51% |
$1.34M - $1.47M
|
154K
$9.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
21.8K+ 6.97% |
$1.28M - $1.4M
|
334K
$20.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
20.7KNew |
$1.22M - $1.33M
|
20.7K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
19.4K+ 4.13% |
$1.14M - $1.25M
|
488K
$30.3M
|