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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.17K+ 223.05% |
$479K - $526K
|
11.8K
$702K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.07K+ 0.89% |
$473K - $519K
|
915K
$54.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
8.01K+ 3.49% |
$470K - $516K
|
237K
$14.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
7.8KNew |
$458K - $502K
|
7.8K
$463K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
7.56K+ 3.66% |
$443K - $487K
|
214K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7.45K+ 43.93% |
$437K - $480K
|
24.4K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
7.41K+ 7.71% |
$435K - $477K
|
104K
$6.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7.08K+ 30.69% |
$415K - $456K
|
30.1K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
6.99K+ 59.73% |
$410K - $450K
|
18.7K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.73K+ 8.47% |
$395K - $433K
|
86.2K
$5.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.52K+ 31.33% |
$382K - $420K
|
27.3K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.47K+ 58.03% |
$379K - $416K
|
17.6K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
6.38K+ 1.01% |
$374K - $411K
|
639K
$37.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.38K+ 53.69% |
$374K - $410K
|
18.3K
$1.08M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.35K+ 17.62% |
$372K - $409K
|
42.4K
$2.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.15K+ 3.75% |
$361K - $396K
|
170K
$10.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.85K+ 76.66% |
$343K - $376K
|
13.5K
$800K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.56K+ 4.55% |
$326K - $358K
|
128K
$7.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.42K+ 8.63% |
$318K - $349K
|
68.2K
$4.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.42K+ 4.6% |
$318K - $349K
|
123K
$7.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
5.35K+ 1.23% |
$314K - $345K
|
440K
$26.1M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.23K+ 3.9% |
$307K - $337K
|
139K
$8.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.21KNew |
$306K - $335K
|
5.21K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.19K+ 3.21% |
$304K - $334K
|
167K
$9.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
5.12K+ 5.37% |
$300K - $330K
|
100K
$5.96M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
5.07KNew |
$297K - $326K
|
5.07K
$301K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
5.03K+ 24.07% |
$295K - $324K
|
25.9K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
5.02KNew |
$294K - $323K
|
5.02K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5K+ 3849.23% |
$293K - $322K
|
5.13K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.97KNew |
$291K - $320K
|
4.97K
$295K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
4.91KNew |
$288K - $316K
|
4.91K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
4.83KNew |
$283K - $311K
|
4.83K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.76K+ 8.46% |
$279K - $307K
|
61.1K
$3.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.74K+ 2.44% |
$278K - $305K
|
199K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.72K+ 15.72% |
$277K - $304K
|
34.7K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.68K+ 3.35% |
$274K - $301K
|
144K
$8.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.6K+ 4.22% |
$270K - $296K
|
114K
$6.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.5KNew |
$264K - $289K
|
4.5K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.32KNew |
$253K - $278K
|
4.32K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.31K+ 12.12% |
$253K - $278K
|
39.9K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.26KNew |
$250K - $274K
|
4.26K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.16K+ 43.92% |
$244K - $268K
|
13.6K
$808K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
4.11K+ 26.59% |
$241K - $265K
|
19.6K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.1K+ 9.3% |
$241K - $264K
|
48.2K
$2.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.08K+ 7.15% |
$240K - $263K
|
61.2K
$3.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.06KNew |
$238K - $262K
|
4.06K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.06K+ 22.21% |
$238K - $261K
|
22.3K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
4.01KNew |
$235K - $258K
|
4.01K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.95K+ 8.4% |
$232K - $254K
|
51K
$3.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
3.81KNew |
$223K - $245K
|
3.81K
$226K
|