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
|
Sky Oak Wealth, LLC
|
BUY
|
- |
125+ 3.35% |
$7.33K - $8.05K
|
3.86K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
125New |
$7.33K - $8.05K
|
125
$7.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
122+ 0.94% |
$7.16K - $7.85K
|
13.1K
$807K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
110New |
$6.45K - $7.08K
|
110
$6.77K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
110+ 0.5% |
$6.45K - $7.08K
|
22.1K
$1.36M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
107New |
$6.28K - $6.89K
|
107
$6.59K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
106New |
$6.22K - $6.82K
|
106
$6.53K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
101+ 0.92% |
$5.92K - $6.5K
|
11.1K
$682K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
93New |
$5.45K - $5.99K
|
93
$5.73K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
88+ 0.5% |
$5.16K - $5.66K
|
17.8K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
66New |
$3.87K - $4.25K
|
66
$4.06K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
66New |
$3.87K - $4.25K
|
66
$4.06K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
53+ 0.34% |
$3.11K - $3.41K
|
15.7K
$969K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
35+ 0.48% |
$2.05K - $2.25K
|
7.28K
$448K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
29+ 0.43% |
$1.7K - $1.87K
|
6.76K
$416K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
28+ 0.49% |
$1.64K - $1.8K
|
5.71K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.04% |
$1.41K - $1.54K
|
66.7K
$4.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
21+ 0.12% |
$1.23K - $1.35K
|
17.2K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
19+ 0.36% |
$1.11K - $1.22K
|
5.36K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
15New |
$880 - $966
|
15
$924
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14+ 0.19% |
$821 - $901
|
7.31K
$450K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
14+ 0.66% |
$821 - $901
|
2.13K
$131K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
14+ 0.1% |
$821 - $901
|
14K
$865K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10New |
$587 - $644
|
10
$616
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
9+ 0.17% |
$528 - $579
|
5.44K
$335K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 0.44% |
$235 - $257
|
909
$56K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$176 - $193
|
17.6K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3+ 0.01% |
$176 - $193
|
51.6K
$3.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.55% |
$176 - $193
|
546
$33.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.04% |
$117 - $129
|
4.69K
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.01% |
$117 - $129
|
24.3K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.05% |
$117 - $129
|
4.3K
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.05% |
$117 - $129
|
4.13K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1- 0.01% |
$58.7 - $64.4
|
6.72K
$414K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-9- 0.13% |
$528 - $579
|
6.78K
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-18- 0.01% |
$1.06K - $1.16K
|
129K
$7.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-40- 0.16% |
$2.35K - $2.57K
|
25.3K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-48- 0.45% |
$2.82K - $3.09K
|
10.6K
$656K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-56- 98.25% |
$3.28K - $3.6K
|
1
$61.6
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-56- 0.62% |
$3.28K - $3.6K
|
8.96K
$552K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-70- 1.49% |
$4.11K - $4.51K
|
4.62K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-96- 0.47% |
$5.63K - $6.18K
|
20.3K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-97- 13.27% |
$5.69K - $6.24K
|
634
$39K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-126- 6.86% |
$7.39K - $8.11K
|
1.71K
$105K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-135- 2.76% |
$7.92K - $8.69K
|
4.75K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-145- 1.14% |
$8.5K - $9.33K
|
12.6K
$778K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-147- 1.01% |
$8.62K - $9.46K
|
14.3K
$884K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-152- 0.58% |
$8.91K - $9.78K
|
26K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-159- 3.63% |
$9.33K - $10.2K
|
4.22K
$260K
|