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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
4.11K+ 26.59% |
$241K - $265K
|
19.6K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.08K+ 7.15% |
$240K - $263K
|
61.2K
$3.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.06KNew |
$238K - $262K
|
4.06K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.06K+ 22.21% |
$238K - $261K
|
22.3K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
4.01KNew |
$235K - $258K
|
4.01K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.94K+ 7.84% |
$231K - $254K
|
54.2K
$3.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.87K+ 8.04% |
$227K - $249K
|
52K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3.7K+ 5.91% |
$217K - $238K
|
66.3K
$4.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.58K+ 6.01% |
$210K - $231K
|
63.1K
$3.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
3.56KNew |
$209K - $229K
|
3.56K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.53KNew |
$207K - $227K
|
3.53K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
3.48KNew |
$204K - $224K
|
3.48K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.46KNew |
$203K - $223K
|
3.46K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.42KNew |
$201K - $220K
|
3.42K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.39K+ 6.44% |
$199K - $218K
|
56K
$3.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.39K+ 4.03% |
$199K - $218K
|
87.5K
$5.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
3.36K+ 7.38% |
$197K - $216K
|
48.9K
$3.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.31K+ 2.99% |
$194K - $213K
|
114K
$7.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.13K+ 25.95% |
$184K - $201K
|
15.2K
$943K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.03K+ 18.03% |
$178K - $195K
|
19.8K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
3.02KNew |
$177K - $194K
|
3.02K
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.01K+ 65.84% |
$177K - $194K
|
7.59K
$471K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.88K+ 1.9% |
$169K - $185K
|
155K
$9.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.86K+ 2.49% |
$168K - $184K
|
118K
$7.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.76KNew |
$162K - $178K
|
2.76K
$171K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.69K+ 2.92% |
$158K - $173K
|
94.8K
$5.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.66K+ 55.82% |
$156K - $171K
|
7.43K
$461K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.65K+ 9.32% |
$156K - $171K
|
31.1K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 10.28% |
$149K - $163K
|
27.2K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.51KNew |
$147K - $161K
|
2.51K
$156K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.46K+ 4.25% |
$144K - $158K
|
60.2K
$3.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.39K+ 7.32% |
$140K - $154K
|
35.1K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.36K+ 8.69% |
$139K - $152K
|
29.5K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.13K+ 5.53% |
$125K - $137K
|
40.7K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.08K+ 1.7% |
$122K - $134K
|
124K
$7.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.97K+ 1.67% |
$116K - $127K
|
120K
$7.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.78K+ 9.84% |
$104K - $114K
|
19.8K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.74K+ 1.71% |
$102K - $112K
|
103K
$6.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.73K+ 15.39% |
$102K - $112K
|
13K
$807K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.7K+ 49.82% |
$99.9K - $110K
|
5.12K
$318K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.56K+ 39.73% |
$91.4K - $100K
|
5.48K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.51K+ 1.59% |
$88.3K - $96.9K
|
96.2K
$5.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
1.5K+ 19.54% |
$88.2K - $96.8K
|
9.2K
$571K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.44K+ 5.38% |
$84.3K - $92.5K
|
28.1K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 2.56% |
$82.2K - $90.2K
|
56.1K
$3.48M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 4.0% |
$80.4K - $88.2K
|
35.6K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.37KNew |
$80.4K - $88.2K
|
1.37K
$85.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.36K+ 54.53% |
$79.8K - $87.5K
|
3.85K
$239K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.33K+ 1.46% |
$78.1K - $85.7K
|
92.5K
$5.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.29K+ 20.4% |
$75.5K - $82.8K
|
7.6K
$472K
|