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 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-352- 6.33% |
$20.6K - $22.7K
|
5.21K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-374- 1.98% |
$21.9K - $24.1K
|
18.6K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-386- 3.14% |
$22.6K - $24.8K
|
11.9K
$738K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-406- 1.79% |
$23.8K - $26.1K
|
22.3K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-422- 10.88% |
$24.8K - $27.2K
|
3.46K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-444- 2.98% |
$26K - $28.6K
|
14.4K
$897K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-511- 11.65% |
$30K - $32.9K
|
3.88K
$241K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-514- 0.71% |
$30.1K - $33.1K
|
72K
$4.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-529- 3.32% |
$31K - $34.1K
|
15.4K
$955K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-538- 2.33% |
$31.6K - $34.6K
|
22.5K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-539- 1.13% |
$31.6K - $34.7K
|
47K
$2.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-622- 4.45% |
$36.5K - $40K
|
13.4K
$829K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-643- 0.38% |
$37.7K - $41.4K
|
168K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-737- 4.87% |
$43.2K - $47.4K
|
14.4K
$894K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-754- 3.83% |
$44.2K - $48.5K
|
18.9K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-825- 0.61% |
$48.4K - $53.1K
|
135K
$8.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-854- 69.94% |
$50.1K - $55K
|
367
$22.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-856- 6.28% |
$50.2K - $55.1K
|
12.8K
$793K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-889- 54.37% |
$52.1K - $57.2K
|
746
$46.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.07K- 16.65% |
$62.9K - $69K
|
5.37K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.11K- 21.65% |
$65.1K - $71.5K
|
4.02K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.14K- 64.35% |
$66.7K - $73.2K
|
630
$39.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.16K- 0.78% |
$67.9K - $74.5K
|
147K
$9.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 23.11% |
$68.1K - $74.7K
|
3.86K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 1.5% |
$70.9K - $77.8K
|
79.2K
$4.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.23K- 0.61% |
$72.1K - $79.1K
|
200K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.32K- 14.44% |
$77.5K - $85.1K
|
7.83K
$486K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1.33K- 0.52% |
$77.8K - $85.4K
|
255K
$15.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.35K- 2.62% |
$79.1K - $86.8K
|
50.1K
$3.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.39K- 0.26% |
$81.5K - $89.4K
|
525K
$32.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.42K- 29.83% |
$83.1K - $91.2K
|
3.33K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.55K- 1.19% |
$91.1K - $100K
|
129K
$8.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.62K- 3.45% |
$94.8K - $104K
|
45.3K
$2.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 6.99% |
$97.4K - $107K
|
22.1K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.66K- 13.78% |
$97.6K - $107K
|
10.4K
$646K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.67K- 6.2% |
$97.9K - $107K
|
25.3K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.68K- 0.56% |
$98.6K - $108K
|
298K
$18.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.71K- 2.59% |
$100K - $110K
|
64.3K
$3.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.16K- 6.25% |
$127K - $139K
|
32.4K
$2.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.21K- 8.38% |
$130K - $142K
|
24.2K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.31K- 29.92% |
$135K - $148K
|
5.4K
$335K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.41K- 8.32% |
$142K - $155K
|
26.6K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.52K- 3.95% |
$148K - $162K
|
61.3K
$3.8M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.83K- 5.43% |
$166K - $182K
|
49.2K
$3.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.1K- 16.51% |
$182K - $199K
|
15.7K
$973K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.22K- 3.63% |
$189K - $207K
|
85.5K
$5.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.49K- 4.59% |
$205K - $225K
|
72.5K
$4.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.89K- 9.04% |
$228K - $250K
|
39.2K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.09K- 5.57% |
$240K - $263K
|
69.3K
$4.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.11K- 9.67% |
$241K - $264K
|
38.4K
$2.38M
|