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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 7.29% |
$149K - $165K
|
38.2K
$2.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.16K+ 4.44% |
$181K - $200K
|
74.3K
$4.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
10.7K+ 21.91% |
$613K - $679K
|
59.6K
$3.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
34K+ 17.59% |
$1.95M - $2.16M
|
227K
$13.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
22K+ 568.44% |
$1.26M - $1.39M
|
25.8K
$1.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.06K- 0.36% |
$60.6K - $67.1K
|
293K
$17M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.42K- 1.66% |
$81.4K - $90.2K
|
84.1K
$4.88M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
82New |
$4.69K - $5.2K
|
82
$4.76K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
68.5K+ 100758.82% |
$3.92M - $4.34M
|
68.6K
$3.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-381- 1.68% |
$21.8K - $24.2K
|
22.3K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
160+ 20.92% |
$9.16K - $10.1K
|
925
$53.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
202+ 0.34% |
$11.6K - $12.8K
|
59.8K
$3.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.37K+ 9.06% |
$536K - $594K
|
113K
$6.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.11K- 3.42% |
$121K - $134K
|
59.6K
$3.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-21.6K- 18.92% |
$1.24M - $1.37M
|
92.6K
$5.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
26.8K+ 545.63% |
$1.53M - $1.7M
|
31.7K
$1.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.96K+ 12.19% |
$284K - $314K
|
45.7K
$2.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.1K+ 14.11% |
$633K - $702K
|
89.5K
$5.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.26K- 3.3% |
$72.3K - $80.1K
|
37.1K
$2.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
72+ 1.27% |
$4.12K - $4.56K
|
5.76K
$334K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.87K+ 2.44% |
$279K - $309K
|
205K
$11.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
527+ 1.87% |
$30.2K - $33.4K
|
28.7K
$1.66M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
315K+ 5754.01% |
$18M - $20M
|
321K
$18.6M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-2.7K- 0.95% |
$154K - $171K
|
282K
$16.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
24.5K+ 5.58% |
$1.4M - $1.55M
|
464K
$26.9M
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
92.6KNew |
$5.43M - $5.96M
|
92.6K
$5.38M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-12.1K- 35.63% |
$711K - $780K
|
21.9K
$1.27M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
4.43KNew |
$260K - $285K
|
4.43K
$257K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
113K+ 75.85% |
$6.64M - $7.29M
|
262K
$15.2M
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
14.8KNew |
$867K - $951K
|
14.8K
$858K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.18K- 51.7% |
$187K - $205K
|
2.97K
$172K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
170New |
$9.97K - $10.9K
|
170
$9.87K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.63K- 3.77% |
$389K - $427K
|
169K
$9.82M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
75.3KNew |
$4.42M - $4.85M
|
75.3K
$4.37M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.07K- 9.63% |
$62.9K - $69.1K
|
10.1K
$585K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-23.6K- 7.8% |
$1.38M - $1.52M
|
279K
$16.2M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.64% |
$117 - $129
|
313
$18.2K
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-2.2M- 98.31% |
$129M - $142M
|
37.9K
$2.2M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-213- 2.35% |
$12.5K - $13.7K
|
8.85K
$513K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
23.1KNew |
$1.35M - $1.49M
|
23.1K
$1.34M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
444+ 1.11% |
$26K - $28.6K
|
40.3K
$2.34M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
5.07KNew |
$297K - $326K
|
5.07K
$294K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.23K+ 3.9% |
$307K - $337K
|
139K
$8.08M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
35.2KNew |
$2.06M - $2.27M
|
35.2K
$2.04M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.35K+ 17.62% |
$372K - $409K
|
42.4K
$2.46M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
274KNew |
$16.1M - $17.6M
|
274K
$15.9M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
9.93KNew |
$583K - $639K
|
9.93K
$576K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
21.9KNew |
$1.28M - $1.41M
|
21.9K
$1.27M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-551- 0.47% |
$32.3K - $35.5K
|
117K
$6.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.6K+ 8.74% |
$94K - $103K
|
19.9K
$1.16M
|
|