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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.16K+ 43.92% |
$244K - $268K
|
13.6K
$816K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-73K- 99.91% |
$4.28M - $4.7M
|
68
$4.07K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.06K+ 22.21% |
$238K - $261K
|
22.3K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.67K- 6.2% |
$97.9K - $107K
|
25.3K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.08K+ 7.15% |
$240K - $263K
|
61.2K
$3.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
93New |
$5.45K - $5.99K
|
93
$5.57K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
5.02KNew |
$294K - $323K
|
5.02K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
28.9K+ 126.34% |
$1.7M - $1.86M
|
51.8K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5K+ 3849.23% |
$293K - $322K
|
5.13K
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
217+ 0.35% |
$12.7K - $14K
|
61.7K
$3.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.16K- 6.25% |
$127K - $139K
|
32.4K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
877+ 11.81% |
$51.4K - $56.5K
|
8.3K
$497K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.26KNew |
$250K - $274K
|
4.26K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.7K+ 6.71% |
$1.1M - $1.21M
|
298K
$17.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.16K- 0.78% |
$67.9K - $74.5K
|
147K
$8.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-18.2K- 25.25% |
$1.07M - $1.17M
|
53.9K
$3.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
782+ 2.1% |
$45.9K - $50.3K
|
38K
$2.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.04% |
$1.41K - $1.54K
|
66.7K
$4M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
200+ 0.58% |
$11.7K - $12.9K
|
34.8K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-159- 3.63% |
$9.33K - $10.2K
|
4.22K
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.08K+ 1.7% |
$122K - $134K
|
124K
$7.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
7.56K+ 3.66% |
$443K - $487K
|
214K
$12.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
15.3K+ 6.17% |
$895K - $982K
|
262K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
163+ 4.19% |
$9.56K - $10.5K
|
4.06K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 1.5% |
$70.9K - $77.8K
|
79.2K
$4.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$176 - $193
|
17.6K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
65.3KNew |
$3.83M - $4.2M
|
65.3K
$3.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-406- 1.79% |
$23.8K - $26.1K
|
22.3K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
9+ 0.17% |
$528 - $579
|
5.44K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
70.3K+ 527.31% |
$4.12M - $4.53M
|
83.7K
$5.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.39K- 0.26% |
$81.5K - $89.4K
|
525K
$31.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.93K- 7.03% |
$348K - $382K
|
78.5K
$4.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
671New |
$39.4K - $43.2K
|
671
$40.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3+ 0.01% |
$176 - $193
|
51.6K
$3.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.32K- 14.44% |
$77.5K - $85.1K
|
7.83K
$469K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 10.28% |
$149K - $163K
|
27.2K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-4.64K- 4.52% |
$272K - $299K
|
98K
$5.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.78K+ 9.84% |
$104K - $114K
|
19.8K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.56K+ 4.55% |
$326K - $358K
|
128K
$7.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-135- 2.76% |
$7.92K - $8.69K
|
4.75K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.46KNew |
$203K - $223K
|
3.46K
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.66K- 13.78% |
$97.6K - $107K
|
10.4K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
59.7KNew |
$3.5M - $3.85M
|
59.7K
$3.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.5K+ 17.62% |
$791K - $869K
|
90.1K
$5.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
125New |
$7.33K - $8.05K
|
125
$7.49K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.29K+ 20.4% |
$75.5K - $82.8K
|
7.6K
$455K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
3.36K+ 7.38% |
$197K - $216K
|
48.9K
$2.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74.5K+ 12.58% |
$4.37M - $4.8M
|
667K
$40M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.11K- 9.67% |
$241K - $264K
|
38.4K
$2.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.69K+ 2.92% |
$158K - $173K
|
94.8K
$5.68M
|