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 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.39K- 0.26% |
$81.5K - $89.4K
|
525K
$32.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.42K- 29.83% |
$83.1K - $91.2K
|
3.33K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.55K- 1.19% |
$91.1K - $100K
|
129K
$7.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.62K- 3.45% |
$94.8K - $104K
|
45.3K
$2.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 6.99% |
$97.4K - $107K
|
22.1K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.66K- 13.78% |
$97.6K - $107K
|
10.4K
$641K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.67K- 6.2% |
$97.9K - $107K
|
25.3K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.68K- 0.56% |
$98.6K - $108K
|
298K
$18.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.71K- 2.59% |
$100K - $110K
|
64.3K
$3.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.93K- 2.82% |
$113K - $124K
|
66.5K
$4.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.08K- 12.55% |
$122K - $134K
|
14.5K
$894K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.16K- 6.25% |
$127K - $139K
|
32.4K
$1.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.21K- 8.38% |
$130K - $142K
|
24.2K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.31K- 29.92% |
$135K - $148K
|
5.4K
$333K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.41K- 8.32% |
$142K - $155K
|
26.6K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.52K- 3.95% |
$148K - $162K
|
61.3K
$3.77M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.83K- 5.43% |
$166K - $182K
|
49.2K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.1K- 16.51% |
$182K - $199K
|
15.7K
$965K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.22K- 3.63% |
$189K - $207K
|
85.5K
$5.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.49K- 4.59% |
$205K - $225K
|
72.5K
$4.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.89K- 9.04% |
$228K - $250K
|
39.2K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.93K- 8.46% |
$230K - $253K
|
42.5K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.09K- 5.57% |
$240K - $263K
|
69.3K
$4.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.11K- 9.67% |
$241K - $264K
|
38.4K
$2.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-4.64K- 4.52% |
$272K - $299K
|
98K
$6.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.6K- 1.68% |
$328K - $360K
|
328K
$20.2M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.89K- 13.1% |
$346K - $379K
|
39.1K
$2.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.93K- 7.03% |
$348K - $382K
|
78.5K
$4.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-5.98K- 6.98% |
$351K - $385K
|
79.7K
$4.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-6.2K- 49.97% |
$363K - $399K
|
6.2K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-6.64K- 2.2% |
$389K - $427K
|
294K
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.46K- 7.17% |
$437K - $480K
|
96.5K
$5.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.81K- 32.35% |
$458K - $503K
|
16.3K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-8.74K- 11.97% |
$513K - $563K
|
64.3K
$3.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.87K- 65.38% |
$520K - $571K
|
4.7K
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.5K- 9.04% |
$616K - $677K
|
106K
$6.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.7K- 4.69% |
$626K - $687K
|
217K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-10.8K- 20.57% |
$633K - $695K
|
41.7K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.7K- 1.25% |
$688K - $755K
|
927K
$57.1M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-13.7K- 22.58% |
$802K - $880K
|
46.9K
$2.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-13.9K- 41.73% |
$815K - $895K
|
19.4K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15.9K- 3.07% |
$930K - $1.02M
|
500K
$30.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-18.2K- 25.25% |
$1.07M - $1.17M
|
53.9K
$3.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-19.2K- 14.44% |
$1.13M - $1.24M
|
114K
$7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.5K- 3.52% |
$1.2M - $1.32M
|
562K
$34.6M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21K- 11.4% |
$1.23M - $1.35M
|
163K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-21K- 17.54% |
$1.23M - $1.35M
|
98.7K
$6.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.8K- 23.5% |
$1.34M - $1.47M
|
74.3K
$4.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-26.9K- 72.71% |
$1.58M - $1.73M
|
10.1K
$622K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32K- 4.63% |
$1.88M - $2.06M
|
660K
$40.6M
|