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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.6K+ 8.74% |
$94K - $103K
|
19.9K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.57KNew |
$92K - $101K
|
1.57K
$93.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.56K+ 39.73% |
$91.4K - $100K
|
5.48K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.53K+ 0.44% |
$89.4K - $98.2K
|
350K
$20.7M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.51K+ 1.59% |
$88.3K - $96.9K
|
96.2K
$5.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
1.5K+ 19.54% |
$88.2K - $96.8K
|
9.2K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.45K+ 12.17% |
$85.3K - $93.6K
|
13.4K
$795K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.44K+ 5.38% |
$84.3K - $92.5K
|
28.1K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 2.56% |
$82.2K - $90.2K
|
56.1K
$3.33M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.37KNew |
$80.4K - $88.2K
|
1.37K
$81.3K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 4.0% |
$80.4K - $88.2K
|
35.6K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.36K+ 54.53% |
$79.8K - $87.5K
|
3.85K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.33K+ 1.46% |
$78.1K - $85.7K
|
92.5K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
1.32K+ 2.41% |
$77.2K - $84.7K
|
56K
$3.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.29K+ 20.4% |
$75.5K - $82.8K
|
7.6K
$451K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.26KNew |
$73.8K - $81K
|
1.26K
$74.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.25K+ 5.93% |
$73.2K - $80.3K
|
22.3K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.21K+ 28.99% |
$70.8K - $77.7K
|
5.37K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.16K+ 1.98% |
$67.7K - $74.3K
|
59.6K
$3.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.14K+ 1.44% |
$66.9K - $73.4K
|
80.5K
$4.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.13K+ 21.8% |
$66.2K - $72.7K
|
6.31K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.1K+ 31.14% |
$64.2K - $70.5K
|
4.61K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.09K+ 3.96% |
$64.1K - $70.4K
|
28.7K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
1.07K+ 2.06% |
$62.6K - $68.7K
|
53K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.07K+ 2.06% |
$62.5K - $68.6K
|
52.8K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.03K+ 11.97% |
$60.5K - $66.4K
|
9.64K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.02K+ 36.75% |
$59.9K - $65.7K
|
3.8K
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.02K+ 0.76% |
$59.9K - $65.7K
|
136K
$8.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
983+ 9.95% |
$57.7K - $63.3K
|
10.9K
$645K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
959New |
$56.2K - $61.7K
|
959
$56.9K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
924+ 1.32% |
$54.2K - $59.5K
|
70.7K
$4.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
919+ 22.0% |
$53.9K - $59.2K
|
5.1K
$302K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
914+ 7.57% |
$53.6K - $58.8K
|
13K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
905+ 3.81% |
$53.1K - $58.3K
|
24.6K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
877+ 11.81% |
$51.4K - $56.5K
|
8.3K
$493K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
858+ 10.67% |
$50.3K - $55.2K
|
8.9K
$528K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
856+ 0.83% |
$50.2K - $55.1K
|
103K
$6.14M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
854+ 0.3% |
$50.1K - $55K
|
285K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
798+ 65.95% |
$46.8K - $51.4K
|
2.01K
$119K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
783+ 1.73% |
$45.9K - $50.4K
|
46.2K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
782+ 2.1% |
$45.9K - $50.3K
|
38K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
767+ 1.48% |
$45K - $49.4K
|
52.6K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
764+ 1.51% |
$44.8K - $49.2K
|
51.5K
$3.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
750+ 34.23% |
$44K - $48.3K
|
2.94K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
743+ 1.86% |
$43.6K - $47.8K
|
40.6K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
738+ 3.42% |
$43.3K - $47.5K
|
22.3K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
712+ 9.55% |
$41.8K - $45.8K
|
8.17K
$485K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
709+ 0.6% |
$41.6K - $45.6K
|
119K
$7.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
706+ 1.0% |
$41.4K - $45.4K
|
71.1K
$4.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
676New |
$39.6K - $43.5K
|
676
$40.1K
|