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
$628M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.24MNew |
$131M - $144M
|
2.24M
$140M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.42M+ 30.03% |
$83.1M - $91.2M
|
6.14M
$384M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
981K+ 4.82% |
$57.5M - $63.1M
|
21.3M
$1.33B
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
780K+ 5.05% |
$45.8M - $50.2M
|
16.2M
$1.02B
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
409K+ 7.82% |
$24M - $26.3M
|
5.64M
$353M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
398K+ 128.34% |
$23.4M - $25.6M
|
709K
$44.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
366K+ 76.1% |
$21.5M - $23.5M
|
846K
$53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
350K+ 8.29% |
$20.6M - $22.6M
|
4.58M
$287M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
344K+ 11.25% |
$20.2M - $22.2M
|
3.4M
$213M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
328K+ 3.78% |
$19.2M - $21.1M
|
9.01M
$564M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
311KNew |
$18.2M - $20M
|
311K
$19.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
306K+ 27.07% |
$17.9M - $19.7M
|
1.43M
$89.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
261KNew |
$15.3M - $16.8M
|
261K
$16.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
204K+ 91.56% |
$12M - $13.1M
|
426K
$26.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
195K+ 11.9% |
$11.4M - $12.6M
|
1.84M
$115M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
193KNew |
$11.3M - $12.4M
|
193K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
192KNew |
$11.2M - $12.3M
|
192K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
181KNew |
$10.6M - $11.7M
|
181K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
169K+ 8.09% |
$9.9M - $10.9M
|
2.26M
$141M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
165KNew |
$9.7M - $10.6M
|
165K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
153K+ 2.83% |
$8.98M - $9.86M
|
5.57M
$349M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
146K+ 259.3% |
$8.56M - $9.39M
|
202K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
133KNew |
$7.8M - $8.56M
|
133K
$8.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
123KNew |
$7.23M - $7.93M
|
123K
$7.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
117KNew |
$6.86M - $7.53M
|
117K
$7.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
115K+ 333.84% |
$6.77M - $7.43M
|
150K
$9.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
114KNew |
$6.69M - $7.34M
|
114K
$7.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
107K+ 17.26% |
$6.25M - $6.86M
|
724K
$45.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
104K+ 22.41% |
$6.08M - $6.68M
|
567K
$35.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
103KNew |
$6.04M - $6.63M
|
103K
$6.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
103KNew |
$6.01M - $6.6M
|
103K
$6.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
95.2KNew |
$5.58M - $6.13M
|
95.2K
$5.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
91.5K+ 4.59% |
$5.37M - $5.89M
|
2.09M
$131M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
83.4K+ 4.98% |
$4.89M - $5.37M
|
1.76M
$110M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
83.3KNew |
$4.89M - $5.36M
|
83.3K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
77.7KNew |
$4.56M - $5M
|
77.7K
$4.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
75.7K+ 429.07% |
$4.44M - $4.87M
|
93.4K
$5.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74.5K+ 12.58% |
$4.37M - $4.8M
|
667K
$41.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
71.3KNew |
$4.18M - $4.59M
|
71.3K
$4.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70.4K+ 6.32% |
$4.13M - $4.53M
|
1.19M
$74.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
70.3K+ 527.31% |
$4.12M - $4.53M
|
83.7K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
70.2K+ 75.9% |
$4.12M - $4.52M
|
163K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
66.7K+ 17.37% |
$3.91M - $4.29M
|
451K
$28.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
65.8K+ 877.67% |
$3.86M - $4.23M
|
73.3K
$4.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
65.3KNew |
$3.83M - $4.2M
|
65.3K
$4.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
64.3K+ 8.26% |
$3.77M - $4.14M
|
843K
$52.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
59.7KNew |
$3.5M - $3.85M
|
59.7K
$3.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
59.2KNew |
$3.47M - $3.81M
|
59.2K
$3.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
55.4K+ 46.49% |
$3.25M - $3.57M
|
175K
$10.9M
|