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 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
31K+ 102.31% |
$1.82M - $2M
|
61.3K
$3.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
30.2KNew |
$1.77M - $1.94M
|
30.2K
$1.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
30KNew |
$1.76M - $1.93M
|
30K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29K+ 5.47% |
$1.7M - $1.86M
|
559K
$34.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
29K+ 31.75% |
$1.7M - $1.86M
|
120K
$7.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
28.9K+ 126.34% |
$1.7M - $1.86M
|
51.8K
$3.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
26.4K+ 7.76% |
$1.55M - $1.7M
|
367K
$22.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
25.5K+ 26.3% |
$1.49M - $1.64M
|
122K
$7.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
22.9K+ 17.51% |
$1.34M - $1.47M
|
154K
$9.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
22.2KNew |
$1.3M - $1.43M
|
22.2K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
22.1KNew |
$1.29M - $1.42M
|
22.1K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
21.8K+ 6.97% |
$1.28M - $1.4M
|
334K
$20.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
21.7KNew |
$1.27M - $1.4M
|
21.7K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
20.7KNew |
$1.22M - $1.33M
|
20.7K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.5K+ 8.95% |
$1.15M - $1.26M
|
238K
$14.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
19.4K+ 4.13% |
$1.14M - $1.25M
|
488K
$30M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
19KNew |
$1.12M - $1.22M
|
19K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.7K+ 6.71% |
$1.1M - $1.21M
|
298K
$18.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
18.6KNew |
$1.09M - $1.2M
|
18.6K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
18.4K+ 32.47% |
$1.08M - $1.18M
|
75.1K
$4.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
18.1KNew |
$1.06M - $1.17M
|
18.1K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.8K+ 8.66% |
$1.05M - $1.15M
|
224K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.2K+ 36.75% |
$1.01M - $1.11M
|
64.1K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
17.2K+ 9.92% |
$1.01M - $1.11M
|
191K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
16.1K+ 418.97% |
$942K - $1.03M
|
19.9K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15.7K+ 12.2% |
$918K - $1.01M
|
144K
$8.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.6K+ 21.69% |
$914K - $1M
|
87.4K
$5.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
15.3K+ 6.17% |
$895K - $982K
|
262K
$16.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.2K+ 5.63% |
$894K - $982K
|
286K
$17.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
14.7K+ 10.21% |
$860K - $944K
|
158K
$9.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
14.2K+ 86.34% |
$832K - $913K
|
30.6K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.6K+ 2.7% |
$800K - $878K
|
519K
$32M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
13.5K+ 9.67% |
$792K - $869K
|
153K
$9.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.5K+ 17.62% |
$791K - $869K
|
90.1K
$5.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
13.3K+ 7.12% |
$783K - $859K
|
201K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.2K+ 6.43% |
$773K - $848K
|
218K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.5K+ 8.72% |
$734K - $805K
|
156K
$9.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.6K+ 24.35% |
$682K - $749K
|
59.4K
$3.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
11.4K+ 32.74% |
$669K - $734K
|
46.2K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
11.3K+ 83.49% |
$660K - $724K
|
24.7K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
11K+ 2.13% |
$645K - $708K
|
529K
$32.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.9K+ 59.7% |
$639K - $701K
|
29.1K
$1.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5K+ 2.53% |
$619K - $679K
|
427K
$26.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1KNew |
$591K - $649K
|
10.1K
$620K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9.77KNew |
$573K - $629K
|
9.77K
$602K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
9.31K+ 8.55% |
$546K - $599K
|
118K
$7.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
9.15K+ 24.81% |
$537K - $589K
|
46K
$2.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
9.01KNew |
$529K - $580K
|
9.01K
$555K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
8.87KNew |
$520K - $571K
|
8.87K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
8.57KNew |
$503K - $552K
|
8.57K
$528K
|