Latest Institutional Purchases of First Trust Rising Dividend Ac (RDVY)
This list provides information on the latest institutional transactions involving First Trust Rising Dividend Ac (RDVY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
11.7K+ 3.01% |
$620K - $654K
|
400K
$26.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10.3KNew |
$546K - $576K
|
10.3K
$689K
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
3.7KNew |
$196K - $207K
|
3.7K
$248K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.7K+ 72.74% |
$90.2K - $95.1K
|
4.04K
$270K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
1.12K+ 22.4% |
$59.4K - $62.7K
|
6.12K
$410K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
750New |
$39.8K - $42K
|
750
$50.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
612New |
$32.5K - $34.2K
|
612
$41K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
558New |
$29.6K - $31.2K
|
558
$37.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
400New |
$21.2K - $22.4K
|
400
$26.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
385New |
$20.4K - $21.5K
|
385
$25.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
199New |
$10.6K - $11.1K
|
199
$13.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
92New |
$4.88K - $5.15K
|
92
$6.16K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
71New |
$3.77K - $3.97K
|
71
$4.75K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
47+ 0.97% |
$2.49K - $2.63K
|
4.9K
$328K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
481K+ 111.8% |
$24.1M - $27M
|
911K
$61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
136K+ 16.69% |
$6.82M - $7.65M
|
953K
$63.8M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
73.9KNew |
$3.7M - $4.15M
|
73.9K
$4.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
34.5K+ 211.4% |
$1.73M - $1.94M
|
50.8K
$3.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
26.2KNew |
$1.31M - $1.47M
|
26.2K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
17.6K+ 38.37% |
$882K - $990K
|
63.5K
$4.25M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.3KNew |
$617K - $693K
|
12.3K
$826K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.09KNew |
$255K - $286K
|
5.09K
$340K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.11KNew |
$206K - $231K
|
4.11K
$275K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.67KNew |
$183K - $206K
|
3.67K
$245K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.11KNew |
$106K - $118K
|
2.11K
$141K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.55K+ 4.21% |
$77.6K - $87.1K
|
38.4K
$2.57M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
315New |
$15.8K - $17.7K
|
315
$21.1K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
216New |
$10.8K - $12.1K
|
216
$14.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
200+ 1.03% |
$10K - $11.2K
|
19.6K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
107New |
$5.36K - $6.01K
|
107
$7.16K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
55+ 275.0% |
$2.75K - $3.09K
|
75
$5.02K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
50New |
$2.5K - $2.81K
|
50
$3.35K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
45New |
$2.25K - $2.53K
|
45
$3.01K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
24+ 0.04% |
$1.2K - $1.35K
|
61.4K
$4.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
17+ 0.35% |
$851 - $955
|
4.85K
$324K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
80.3KNew |
$3.49M - $4.18M
|
80.3K
$5.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
60.9KNew |
$2.65M - $3.17M
|
60.9K
$4.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
6.5KNew |
$282K - $338K
|
6.5K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.25KNew |
$272K - $325K
|
6.25K
$419K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.1KNew |
$265K - $318K
|
6.1K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.84KNew |
$210K - $252K
|
4.84K
$324K
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
3.93KNew |
$171K - $204K
|
3.93K
$263K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.93KNew |
$171K - $204K
|
3.93K
$263K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.07K+ 39.79% |
$133K - $160K
|
10.8K
$722K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.31KNew |
$56.9K - $68.2K
|
1.31K
$87.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.17KNew |
$50.6K - $60.6K
|
1.17K
$78K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
823New |
$35.8K - $42.8K
|
823
$55.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
810New |
$35.2K - $42.2K
|
810
$54.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
690New |
$30K - $35.9K
|
690
$46.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
555New |
$24.1K - $28.9K
|
555
$37.1K
|
|