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 |
---|---|---|---|---|---|---|---|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.4K+ 65.94% |
$339K - $358K
|
16.1K
$922K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-715- 11.75% |
$37.9K - $40K
|
5.37K
$307K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
232K+ 10.25% |
$12.3M - $13M
|
2.5M
$143M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-137K- 75.08% |
$7.27M - $7.67M
|
45.5K
$2.6M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
85K+ 12.74% |
$4.51M - $4.76M
|
752K
$43.1M
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
71New |
$3.77K - $3.97K
|
71
$4.06K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.33K+ 5.34% |
$123K - $130K
|
45.8K
$2.62M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-31K- 17.85% |
$1.64M - $1.73M
|
143K
$8.17M
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
14.2K+ 6.57% |
$754K - $795K
|
230K
$13.2M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.1K+ 10.12% |
$377K - $397K
|
77.2K
$4.42M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-7.85K- 7.19% |
$416K - $439K
|
101K
$5.8M
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-12K- 2.48% |
$634K - $669K
|
470K
$26.9M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.1KNew |
$2.39M - $2.52M
|
45.1K
$2.58M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.75KNew |
$252K - $266K
|
4.75K
$272K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20.7K+ 41.58% |
$1.1M - $1.16M
|
70.6K
$4.04M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71K+ 3.96% |
$3.77M - $3.98M
|
1.86M
$107M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.71K- 1.16% |
$409K - $431K
|
656K
$37.6M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.32K+ 65.34% |
$123K - $130K
|
5.88K
$336K
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.01% |
$53.1 - $56
|
11K
$628K
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-267- 1.94% |
$14.2K - $14.9K
|
13.5K
$772K
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18- 0.31% |
$955 - $1.01K
|
5.83K
$334K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
452K+ 11.16% |
$24M - $25.3M
|
4.5M
$258M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
540+ 4.15% |
$28.6K - $30.2K
|
13.6K
$776K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
516New |
$27.4K - $28.9K
|
516
$29.5K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
408K+ 8.79% |
$21.6M - $22.8M
|
5.05M
$289M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.99K+ 0.12% |
$158K - $167K
|
2.55M
$146M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.17K- 6.77% |
$221K - $233K
|
57.3K
$3.28M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
66.6K+ 470.23% |
$3.53M - $3.73M
|
80.7K
$4.62M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
254+ 0.54% |
$13.5K - $14.2K
|
47.4K
$2.71M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
14.4KNew |
$762K - $804K
|
14.4K
$823K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
566New |
$30K - $31.7K
|
566
$32.4K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.01K+ 5.73% |
$53.8K - $56.7K
|
18.7K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
48.5K+ 11.65% |
$2.57M - $2.71M
|
465K
$26.6M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.1K+ 454.89% |
$430K - $453K
|
9.88K
$565K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.53K- 3.13% |
$346K - $365K
|
202K
$11.6M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 7.87% |
$69.3K - $73.1K
|
17.9K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.69K+ 5.88% |
$249K - $263K
|
84.5K
$4.84M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-8.48K- 27.53% |
$450K - $474K
|
22.3K
$1.28M
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
422+ 10.8% |
$22.4K - $23.6K
|
4.33K
$248K
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-16.8K- 55.14% |
$890K - $938K
|
13.6K
$781K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.6K+ 63.94% |
$616K - $650K
|
29.8K
$1.7M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-109- 0.15% |
$5.78K - $6.1K
|
71.6K
$4.1M
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-527- 2.67% |
$28K - $29.5K
|
19.2K
$1.1M
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
178+ 24.59% |
$9.44K - $9.96K
|
902
$51.6K
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
12.4KNew |
$658K - $694K
|
12.4K
$710K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
8+ 0.32% |
$424 - $448
|
2.52K
$144K
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3+ 0.02% |
$159 - $168
|
14.9K
$852K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23.5K+ 53.8% |
$1.25M - $1.31M
|
67.1K
$3.84M
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.95K+ 7.99% |
$156K - $165K
|
39.8K
$2.28M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.34K- 12.76% |
$390K - $411K
|
50.2K
$2.87M
|