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 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
461New |
$27K - $29.7K
|
461
$28.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
446+ 6.97% |
$26.2K - $28.7K
|
6.85K
$429K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
429+ 8.65% |
$25.2K - $27.6K
|
5.39K
$337K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
427+ 1.19% |
$25K - $27.5K
|
36.4K
$2.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
420New |
$24.6K - $27K
|
420
$26.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
405+ 0.51% |
$23.8K - $26.1K
|
80.4K
$5.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
405+ 2.28% |
$23.8K - $26.1K
|
18.2K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
400+ 2.04% |
$23.5K - $25.7K
|
20K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
351New |
$20.6K - $22.6K
|
351
$22K
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
350+ 9.87% |
$20.5K - $22.5K
|
3.9K
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
344+ 0.58% |
$20.2K - $22.1K
|
59.7K
$3.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
330+ 4.02% |
$19.4K - $21.2K
|
8.54K
$535K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
321+ 5.06% |
$18.8K - $20.7K
|
6.67K
$418K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
315+ 105.0% |
$18.5K - $20.3K
|
615
$38.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
300+ 2.21% |
$17.6K - $19.3K
|
13.9K
$870K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
293+ 195.33% |
$17.2K - $18.9K
|
443
$27.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
262+ 4.81% |
$15.4K - $16.9K
|
5.71K
$358K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
240New |
$14.1K - $15.4K
|
240
$15K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
233New |
$13.7K - $15K
|
233
$14.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
227New |
$13.3K - $14.6K
|
227
$14.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
226+ 6.07% |
$13.3K - $14.5K
|
3.95K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
217+ 0.35% |
$12.7K - $14K
|
61.7K
$3.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
203+ 27.21% |
$11.9K - $13.1K
|
949
$59.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200+ 0.96% |
$11.7K - $12.9K
|
21.1K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
200+ 0.58% |
$11.7K - $12.9K
|
34.8K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
170+ 2.87% |
$9.97K - $10.9K
|
6.09K
$381K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
167+ 1.38% |
$9.79K - $10.7K
|
12.2K
$766K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
163+ 4.19% |
$9.56K - $10.5K
|
4.06K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
157+ 9.13% |
$9.21K - $10.1K
|
1.88K
$118K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
157New |
$9.21K - $10.1K
|
157
$9.83K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
155+ 47.4% |
$9.09K - $9.98K
|
482
$30.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
152New |
$8.91K - $9.78K
|
152
$9.52K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
151+ 0.84% |
$8.86K - $9.72K
|
18K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
140+ 1.08% |
$8.21K - $9.01K
|
13.2K
$824K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
136+ 0.6% |
$7.98K - $8.75K
|
22.7K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
133+ 1.08% |
$7.8K - $8.56K
|
12.5K
$783K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
131+ 1.02% |
$7.68K - $8.43K
|
13K
$816K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
128+ 0.3% |
$7.51K - $8.24K
|
42.6K
$2.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
125New |
$7.33K - $8.05K
|
125
$7.83K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
125New |
$7.33K - $8.05K
|
125
$7.83K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
125+ 3.35% |
$7.33K - $8.05K
|
3.86K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
122+ 0.94% |
$7.16K - $7.85K
|
13.1K
$821K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
120+ 2.41% |
$7.04K - $7.72K
|
5.1K
$319K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
110+ 0.5% |
$6.45K - $7.08K
|
22.1K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
110New |
$6.45K - $7.08K
|
110
$6.89K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
107New |
$6.28K - $6.89K
|
107
$6.7K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
106New |
$6.22K - $6.82K
|
106
$6.64K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
101+ 0.92% |
$5.92K - $6.5K
|
11.1K
$694K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
93New |
$5.45K - $5.99K
|
93
$5.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
92+ 0.69% |
$5.4K - $5.92K
|
13.5K
$846K
|