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 |
|---|---|---|---|---|---|---|---|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-12.1K- 35.63% |
$711K - $780K
|
21.9K
$1.3M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
113K+ 75.85% |
$6.64M - $7.29M
|
262K
$15.6M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
4.43KNew |
$260K - $285K
|
4.43K
$263K
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
14.8KNew |
$867K - $951K
|
14.8K
$877K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.18K- 51.7% |
$187K - $205K
|
2.97K
$176K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
170New |
$9.97K - $10.9K
|
170
$10.1K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.63K- 3.77% |
$389K - $427K
|
169K
$10.1M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6.34K- 52.71% |
$372K - $408K
|
5.69K
$338K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
75.3KNew |
$4.42M - $4.85M
|
75.3K
$4.47M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.07K- 9.63% |
$62.9K - $69.1K
|
10.1K
$598K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-23.6K- 7.8% |
$1.38M - $1.52M
|
279K
$16.5M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.64% |
$117 - $129
|
313
$18.6K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
5.07KNew |
$297K - $326K
|
5.07K
$301K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
23.1KNew |
$1.35M - $1.49M
|
23.1K
$1.37M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-2.2M- 98.31% |
$129M - $142M
|
37.9K
$2.25M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-213- 2.35% |
$12.5K - $13.7K
|
8.85K
$525K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
444+ 1.11% |
$26K - $28.6K
|
40.3K
$2.39M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
274KNew |
$16.1M - $17.6M
|
274K
$16.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
35.2KNew |
$2.06M - $2.27M
|
35.2K
$2.09M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.23K+ 3.9% |
$307K - $337K
|
139K
$8.27M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.35K+ 17.62% |
$372K - $409K
|
42.4K
$2.52M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
9.93KNew |
$583K - $639K
|
9.93K
$590K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-551- 0.47% |
$32.3K - $35.5K
|
117K
$6.96M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
21.9KNew |
$1.28M - $1.41M
|
21.9K
$1.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2K- 9.6% |
$117K - $129K
|
18.8K
$1.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.6K+ 8.74% |
$94K - $103K
|
19.9K
$1.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
18New |
$1.06K - $1.16K
|
18
$1.07K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
203KNew |
$11.9M - $13M
|
203K
$12M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.85K+ 76.66% |
$343K - $376K
|
13.5K
$800K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-328K- 98.19% |
$19.3M - $21.1M
|
6.04K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
8.26K+ 7.61% |
$485K - $532K
|
117K
$6.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
11.6K+ 6.59% |
$678K - $744K
|
187K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.23K- 20.62% |
$71.8K - $78.9K
|
4.72K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.45K+ 12.17% |
$85.3K - $93.6K
|
13.4K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-20.4K- 37.82% |
$1.19M - $1.31M
|
33.5K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
23.7KNew |
$1.39M - $1.52M
|
23.7K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.84K- 1.94% |
$225K - $247K
|
194K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
3.79K+ 83.43% |
$222K - $244K
|
8.34K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.07K+ 0.89% |
$473K - $519K
|
915K
$54.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
350K+ 8.29% |
$20.6M - $22.6M
|
4.58M
$272M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.7K- 0.51% |
$276K - $303K
|
925K
$54.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.3K- 84.28% |
$1.08M - $1.18M
|
3.42K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
15.6K+ 77.22% |
$917K - $1.01M
|
35.9K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.31K+ 12.12% |
$253K - $278K
|
39.9K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.89K+ 4.39% |
$170K - $186K
|
68.8K
$4.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-245- 1.06% |
$14.4K - $15.8K
|
22.9K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
65.8K+ 877.67% |
$3.86M - $4.23M
|
73.3K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
169K+ 8.09% |
$9.9M - $10.9M
|
2.26M
$134M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.51K+ 35.69% |
$206K - $226K
|
13.4K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-330- 0.38% |
$19.4K - $21.2K
|
87.3K
$5.18M
|