Latest Institutional Transactions on First Trust Rising Dividend Ac (RDVY)
This table provides information on the latest institutional transactions involving First Trust Rising Dividend Ac (RDVY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
11.4K+ 14.27% |
$650K - $721K
|
91K
$4.97M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.48K- 5.17% |
$84.9K - $94K
|
27.2K
$1.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
751+ 6.01% |
$43K - $47.6K
|
13.3K
$724K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
82.9K+ 135.73% |
$4.74M - $5.25M
|
144K
$7.87M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.69K+ 8.06% |
$554K - $614K
|
130K
$7.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
607K+ 91.03% |
$34.8M - $38.5M
|
1.27M
$69.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
10.2K+ 12.85% |
$586K - $649K
|
89.9K
$4.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
98+ 0.49% |
$5.61K - $6.21K
|
19.9K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-542- 0.56% |
$31K - $34.4K
|
97.1K
$5.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
63K+ 29.71% |
$3.61M - $4M
|
275K
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.66K+ 30.74% |
$94.8K - $105K
|
7.04K
$385K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-299- 44.56% |
$17.1K - $19K
|
372
$20.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
162+ 2.13% |
$9.27K - $10.3K
|
7.76K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-447- 3.35% |
$25.6K - $28.3K
|
12.9K
$705K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
44.5KNew |
$2.55M - $2.82M
|
44.5K
$2.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-434- 2.5% |
$24.8K - $27.5K
|
17K
$927K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.5KNew |
$1.17M - $1.3M
|
20.5K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
4.37K+ 40.24% |
$250K - $277K
|
15.2K
$832K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
207+ 1.14% |
$11.8K - $13.1K
|
18.4K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7.18K+ 4.31% |
$411K - $455K
|
174K
$9.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.34K- 6.24% |
$76.8K - $85.1K
|
20.2K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.25K- 9.28% |
$186K - $206K
|
31.8K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-168- 1.41% |
$9.61K - $10.6K
|
11.7K
$641K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
7.51KNew |
$430K - $476K
|
7.51K
$411K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.22K+ 2.21% |
$241K - $267K
|
195K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
10+ 0.11% |
$572 - $634
|
8.88K
$485K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
637+ 0.62% |
$36.4K - $40.4K
|
103K
$5.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.68K+ 12.84% |
$382K - $423K
|
58.7K
$3.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.43K- 2.83% |
$425K - $471K
|
255K
$13.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-563- 0.92% |
$32.2K - $35.7K
|
60.6K
$3.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-1.54K- 8.27% |
$87.8K - $97.3K
|
17K
$931K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1+ 2.44% |
$57.2 - $63.4
|
42
$2.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
208+ 0.96% |
$11.9K - $13.2K
|
21.9K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-235- 0.55% |
$13.4K - $14.9K
|
42.4K
$2.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 0.66% |
$2.29K - $2.54K
|
6.13K
$335K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.14K+ 44.93% |
$122K - $135K
|
6.89K
$377K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
413+ 0.8% |
$23.6K - $26.2K
|
52K
$2.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-630- 14.81% |
$36K - $39.9K
|
3.63K
$198K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
16+ 0.46% |
$916 - $1.01K
|
3.5K
$191K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
8.2K+ 5.69% |
$469K - $520K
|
152K
$8.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.3K+ 13.11% |
$706K - $782K
|
106K
$5.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-16.9K- 7.92% |
$965K - $1.07M
|
196K
$10.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-10.4K- 22.52% |
$593K - $657K
|
35.7K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.47K+ 1.71% |
$141K - $156K
|
146K
$8M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-121- 0.6% |
$6.92K - $7.67K
|
19.9K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
631+ 7.13% |
$36.1K - $40K
|
9.48K
$518K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
16.5K+ 66.6% |
$943K - $1.04M
|
41.2K
$2.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
855+ 2.89% |
$48.9K - $54.2K
|
30.4K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-102- 2.31% |
$5.84K - $6.47K
|
4.32K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-950- 2.04% |
$54.4K - $60.2K
|
45.7K
$2.5M
|