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 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
738+ 3.42% |
$43.3K - $47.5K
|
22.3K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
712+ 9.55% |
$41.8K - $45.8K
|
8.17K
$485K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
709+ 0.6% |
$41.6K - $45.6K
|
119K
$7.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
706+ 1.0% |
$41.4K - $45.4K
|
71.1K
$4.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
676New |
$39.6K - $43.5K
|
676
$40.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
671New |
$39.4K - $43.2K
|
671
$39.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
647New |
$37.9K - $41.6K
|
647
$38.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
629+ 1.13% |
$36.9K - $40.5K
|
56.5K
$3.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
611+ 2.02% |
$35.8K - $39.3K
|
30.9K
$1.83M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
588+ 3.04% |
$34.5K - $37.8K
|
19.9K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
566+ 168.96% |
$33.2K - $36.4K
|
901
$53.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
547+ 12.66% |
$32.1K - $35.2K
|
4.87K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
529+ 13.63% |
$31K - $34.1K
|
4.41K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
517+ 0.78% |
$30.3K - $33.3K
|
67.1K
$3.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
483+ 2.9% |
$28.3K - $31.1K
|
17.1K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
461New |
$27K - $29.7K
|
461
$27.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
446+ 6.97% |
$26.2K - $28.7K
|
6.85K
$406K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
444+ 1.11% |
$26K - $28.6K
|
40.3K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
429+ 8.65% |
$25.2K - $27.6K
|
5.39K
$320K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
427+ 1.19% |
$25K - $27.5K
|
36.4K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
420New |
$24.6K - $27K
|
420
$24.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
405+ 2.28% |
$23.8K - $26.1K
|
18.2K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
405+ 0.51% |
$23.8K - $26.1K
|
80.4K
$4.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
400+ 2.04% |
$23.5K - $25.7K
|
20K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
351New |
$20.6K - $22.6K
|
351
$20.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
350+ 9.87% |
$20.5K - $22.5K
|
3.9K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
344+ 0.58% |
$20.2K - $22.1K
|
59.7K
$3.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
330+ 4.02% |
$19.4K - $21.2K
|
8.54K
$506K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
321+ 5.06% |
$18.8K - $20.7K
|
6.67K
$396K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
315+ 105.0% |
$18.5K - $20.3K
|
615
$36.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
300+ 2.21% |
$17.6K - $19.3K
|
13.9K
$824K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
293+ 195.33% |
$17.2K - $18.9K
|
443
$26.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
262+ 4.81% |
$15.4K - $16.9K
|
5.71K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
240New |
$14.1K - $15.4K
|
240
$14.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
233New |
$13.7K - $15K
|
233
$13.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
227New |
$13.3K - $14.6K
|
227
$13.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
226+ 6.07% |
$13.3K - $14.5K
|
3.95K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
217+ 0.35% |
$12.7K - $14K
|
61.7K
$3.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
203+ 27.21% |
$11.9K - $13.1K
|
949
$56.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
200+ 0.58% |
$11.7K - $12.9K
|
34.8K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200+ 0.96% |
$11.7K - $12.9K
|
21.1K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
173+ 1.66% |
$10.1K - $11.1K
|
10.6K
$628K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
170+ 2.87% |
$9.97K - $10.9K
|
6.09K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
167+ 1.38% |
$9.79K - $10.7K
|
12.2K
$726K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
163+ 4.19% |
$9.56K - $10.5K
|
4.06K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
157New |
$9.21K - $10.1K
|
157
$9.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
157+ 9.13% |
$9.21K - $10.1K
|
1.88K
$111K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
155+ 47.4% |
$9.09K - $9.98K
|
482
$28.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
152New |
$8.91K - $9.78K
|
152
$9.02K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
151+ 0.84% |
$8.86K - $9.72K
|
18K
$1.07M
|