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 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 4.31% |
$11.7K - $12.9K
|
4.44K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-200- 40.0% |
$11.7K - $12.9K
|
300
$18.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-206- 1.47% |
$12.1K - $13.3K
|
13.8K
$867K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-223- 3.81% |
$13.1K - $14.4K
|
5.64K
$353K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-235- 1.94% |
$13.8K - $15.1K
|
11.9K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-245- 1.06% |
$14.4K - $15.8K
|
22.9K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-250- 0.72% |
$14.7K - $16.1K
|
34.2K
$2.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-267- 4.05% |
$15.7K - $17.2K
|
6.32K
$396K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-325- 50.0% |
$19.1K - $20.9K
|
325
$20.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-330- 0.38% |
$19.4K - $21.2K
|
87.3K
$5.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-350- 6.52% |
$20.5K - $22.5K
|
5.02K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-352- 6.33% |
$20.6K - $22.7K
|
5.21K
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-374- 1.98% |
$21.9K - $24.1K
|
18.6K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-386- 3.14% |
$22.6K - $24.8K
|
11.9K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-399- 0.27% |
$23.4K - $25.7K
|
148K
$9.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-406- 1.79% |
$23.8K - $26.1K
|
22.3K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-422- 10.88% |
$24.8K - $27.2K
|
3.46K
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-444- 2.98% |
$26K - $28.6K
|
14.4K
$904K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-497- 0.14% |
$29.1K - $32K
|
349K
$21.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-510- 4.7% |
$29.9K - $32.8K
|
10.3K
$647K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-511- 11.65% |
$30K - $32.9K
|
3.88K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-514- 0.71% |
$30.1K - $33.1K
|
72K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-515- 29.28% |
$30.2K - $33.2K
|
1.24K
$77.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-529- 3.32% |
$31K - $34.1K
|
15.4K
$964K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-538- 2.33% |
$31.6K - $34.6K
|
22.5K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-539- 1.13% |
$31.6K - $34.7K
|
47K
$2.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-622- 4.45% |
$36.5K - $40K
|
13.4K
$837K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-643- 0.38% |
$37.7K - $41.4K
|
168K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-645- 0.21% |
$37.8K - $41.5K
|
299K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-704- 13.22% |
$41.3K - $45.3K
|
4.62K
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-737- 4.87% |
$43.2K - $47.4K
|
14.4K
$902K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-745- 1.68% |
$43.7K - $48K
|
43.7K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-754- 15.69% |
$44.2K - $48.5K
|
4.05K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-754- 3.83% |
$44.2K - $48.5K
|
18.9K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-821- 17.73% |
$48.2K - $52.8K
|
3.81K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-825- 0.61% |
$48.4K - $53.1K
|
135K
$8.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-854- 69.94% |
$50.1K - $55K
|
367
$23K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-856- 6.28% |
$50.2K - $55.1K
|
12.8K
$800K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-889- 54.37% |
$52.1K - $57.2K
|
746
$46.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-902- 4.12% |
$52.9K - $58.1K
|
21K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1K- 6.58% |
$58.7K - $64.4K
|
14.2K
$889K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.03K- 5.22% |
$60.2K - $66.1K
|
18.6K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.07K- 16.65% |
$62.9K - $69K
|
5.37K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.09K- 7.27% |
$63.9K - $70.2K
|
13.9K
$871K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.11K- 21.65% |
$65.1K - $71.5K
|
4.02K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 6.06% |
$66K - $72.5K
|
17.5K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.14K- 64.35% |
$66.7K - $73.2K
|
630
$39.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.15K- 22.78% |
$67.2K - $73.7K
|
3.88K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1.15K- 4.42% |
$67.2K - $73.7K
|
24.8K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.16K- 0.78% |
$67.9K - $74.5K
|
147K
$9.2M
|