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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.68K- 0.27% |
$90K - $99.3K
|
617K
$38.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.33K- 16.59% |
$232K - $257K
|
21.8K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-203- 67.67% |
$10.9K - $12K
|
97
$6.08K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.08K+ 9.57% |
$434K - $479K
|
92.5K
$5.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.12K- 17.43% |
$275K - $303K
|
24.3K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.5K+ 7.09% |
$510K - $563K
|
144K
$9M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
712+ 1.63% |
$38.2K - $42.2K
|
44.4K
$2.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
650K+ 135.84% |
$34.9M - $38.5M
|
1.13M
$70.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4+ 0.06% |
$215 - $237
|
6.72K
$422K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
121K+ 12.15% |
$6.48M - $7.16M
|
1.11M
$69.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.45K- 6.2% |
$78.1K - $86.1K
|
22K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
500New |
$26.8K - $29.6K
|
500
$31.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.58KNew |
$246K - $271K
|
4.58K
$287K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.5K- 6.37% |
$672K - $742K
|
184K
$11.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-144- 0.42% |
$7.73K - $8.53K
|
34.5K
$2.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
25.6KNew |
$1.37M - $1.51M
|
25.6K
$1.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
701+ 3.98% |
$37.6K - $41.5K
|
18.3K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-647- 20.57% |
$34.7K - $38.3K
|
2.5K
$157K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
33+ 0.52% |
$1.77K - $1.95K
|
6.35K
$398K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
954K+ 4.92% |
$51.2M - $56.5M
|
20.3M
$1.28B
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
151+ 0.98% |
$8.11K - $8.95K
|
15.6K
$979K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.2K+ 22.85% |
$64.2K - $70.9K
|
6.43K
$403K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
17K+ 4.09% |
$915K - $1.01M
|
434K
$27.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
137+ 2.75% |
$7.35K - $8.12K
|
5.13K
$322K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
167+ 1.59% |
$8.96K - $9.89K
|
10.7K
$671K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.62K- 3.69% |
$141K - $155K
|
68.4K
$4.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
57.8K+ 1172.99% |
$3.1M - $3.43M
|
62.8K
$3.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
80+ 0.67% |
$4.29K - $4.74K
|
12.1K
$757K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
2.66K+ 22.04% |
$143K - $157K
|
14.7K
$923K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
26.4K+ 3.05% |
$1.42M - $1.56M
|
890K
$55.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-5.98K- 21.46% |
$321K - $354K
|
21.9K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
123+ 0.78% |
$6.6K - $7.29K
|
15.9K
$998K
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
209KNew |
$11.2M - $12.4M
|
209K
$13.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.18% |
$53.7 - $59.2
|
543
$34.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-25.7K- 11.15% |
$1.38M - $1.52M
|
205K
$12.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
71+ 0.07% |
$3.81K - $4.21K
|
95.6K
$6M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-604- 8.17% |
$32.4K - $35.8K
|
6.79K
$426K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-961- 5.1% |
$51.6K - $56.9K
|
17.9K
$1.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61.4K+ 24.67% |
$3.3M - $3.64M
|
310K
$19.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-10.5K- 65.44% |
$566K - $624K
|
5.56K
$349K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.8K+ 1.74% |
$3M - $3.31M
|
3.27M
$205M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-6.04K- 52.91% |
$324K - $358K
|
5.37K
$337K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.04K+ 31.58% |
$217K - $239K
|
16.8K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
30+ 0.22% |
$1.61K - $1.78K
|
13.6K
$852K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-40- 0.55% |
$2.15K - $2.37K
|
7.29K
$457K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-61- 1.28% |
$3.27K - $3.61K
|
4.69K
$294K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.48KNew |
$240K - $265K
|
4.48K
$281K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.11K- 3.63% |
$113K - $125K
|
55.8K
$3.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.01K+ 2.84% |
$162K - $178K
|
109K
$6.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.85K+ 7.14% |
$421K - $465K
|
118K
$7.39M
|