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 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
21+ 0.12% |
$1.23K - $1.35K
|
17.2K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
59.2KNew |
$3.47M - $3.81M
|
59.2K
$3.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
136+ 0.6% |
$7.98K - $8.75K
|
22.7K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
14.7K+ 10.21% |
$860K - $944K
|
158K
$9.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
146K+ 259.3% |
$8.56M - $9.39M
|
202K
$11.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
676New |
$39.6K - $43.5K
|
676
$39.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
856+ 0.83% |
$50.2K - $55.1K
|
103K
$6.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
983+ 9.95% |
$57.7K - $63.3K
|
10.9K
$636K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-511- 11.65% |
$30K - $32.9K
|
3.88K
$227K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.69M- 98.27% |
$392M - $430M
|
117K
$6.87M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
854+ 0.3% |
$50.1K - $55K
|
285K
$16.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.22K- 3.63% |
$189K - $207K
|
85.5K
$5.01M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
107New |
$6.28K - $6.89K
|
107
$6.27K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
233New |
$13.7K - $15K
|
233
$13.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
29+ 0.43% |
$1.7K - $1.87K
|
6.76K
$396K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.56K+ 39.73% |
$91.4K - $100K
|
5.48K
$321K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
498+ 1.3% |
$26.7K - $29.5K
|
38.9K
$2.28M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.75KNew |
$93.9K - $104K
|
1.75K
$103K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-49.4K- 32.49% |
$2.65M - $2.93M
|
103K
$6.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
100New |
$5.37K - $5.92K
|
100
$5.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
495+ 3.67% |
$26.6K - $29.3K
|
14K
$819K
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.8K- 18.4% |
$150K - $166K
|
12.4K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
109New |
$5.85K - $6.46K
|
109
$6.39K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
47.5KNew |
$2.55M - $2.81M
|
47.5K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.48K- 10.31% |
$79.6K - $87.8K
|
12.9K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
100New |
$5.37K - $5.92K
|
100
$5.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.41K+ 273.45% |
$75.7K - $83.6K
|
1.93K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
679+ 3.68% |
$36.4K - $40.2K
|
19.1K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.1KNew |
$220K - $243K
|
4.1K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.83K- 12.67% |
$152K - $167K
|
19.5K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-866- 18.6% |
$46.5K - $51.3K
|
3.79K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.3KNew |
$715K - $789K
|
13.3K
$780K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.33K- 9.83% |
$286K - $316K
|
48.9K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-742- 1.43% |
$39.8K - $44K
|
51.2K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1K+ 476.19% |
$53.7K - $59.2K
|
1.21K
$70.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.68KNew |
$251K - $277K
|
4.68K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
4.46KNew |
$239K - $264K
|
4.46K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
3.55KNew |
$191K - $210K
|
3.55K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.18KNew |
$225K - $248K
|
4.18K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-117- 22.03% |
$6.28K - $6.93K
|
414
$24.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
25.6KNew |
$1.37M - $1.51M
|
25.6K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-647- 20.57% |
$34.7K - $38.3K
|
2.5K
$146K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
151+ 0.98% |
$8.11K - $8.95K
|
15.6K
$914K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 0.2% |
$268 - $296
|
2.52K
$148K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-203- 67.67% |
$10.9K - $12K
|
97
$5.68K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.2K+ 22.85% |
$64.2K - $70.9K
|
6.43K
$377K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-61- 1.28% |
$3.27K - $3.61K
|
4.69K
$275K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.48KNew |
$240K - $265K
|
4.48K
$262K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
275New |
$14.8K - $16.3K
|
275
$16.1K
|
|