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 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
516+ 2.03% |
$27.4K - $28.9K
|
25.9K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.45K+ 8.2% |
$77K - $81.2K
|
19.2K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.44K+ 238.58% |
$76.4K - $80.6K
|
2.05K
$128K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23K- 3.8% |
$1.22M - $1.29M
|
581K
$36.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
13.2KNew |
$700K - $739K
|
13.2K
$828K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
294+ 2.41% |
$15.6K - $16.4K
|
12.5K
$785K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.7K+ 72.74% |
$90.2K - $95.1K
|
4.04K
$253K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-93.7K- 68.62% |
$4.97M - $5.24M
|
42.9K
$2.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10.3KNew |
$546K - $576K
|
10.3K
$645K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
199New |
$10.6K - $11.1K
|
199
$12.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
531New |
$28.2K - $29.7K
|
531
$33.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 10.54% |
$66K - $69.7K
|
10.6K
$663K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-4.21K- 2.99% |
$223K - $235K
|
137K
$8.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-8.32K- 2.62% |
$441K - $465K
|
309K
$19.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-200- 66.67% |
$10.6K - $11.2K
|
100
$6.27K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
90.8KNew |
$4.81M - $5.08M
|
90.8K
$5.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
9+ 0.52% |
$477 - $504
|
1.75K
$110K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.12K- 10.98% |
$113K - $119K
|
17.2K
$1.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
11.9K+ 32.28% |
$632K - $666K
|
48.8K
$3.06M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-54- 33.75% |
$2.86K - $3.02K
|
106
$6.65K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-24.2K- 40.96% |
$1.29M - $1.36M
|
34.9K
$2.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
22.1K+ 890.27% |
$1.17M - $1.24M
|
24.6K
$1.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.27K+ 18.3% |
$120K - $127K
|
14.7K
$919K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
2+ 0.04% |
$106 - $112
|
5.29K
$332K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
1.12K+ 22.4% |
$59.4K - $62.7K
|
6.12K
$384K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-968- 1.54% |
$51.4K - $54.2K
|
61.8K
$3.87M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.49K- 0.39% |
$132K - $139K
|
645K
$40.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.05K- 3.82% |
$321K - $338K
|
152K
$9.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
618+ 12.84% |
$32.8K - $34.6K
|
5.43K
$341K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-587- 1.01% |
$31.1K - $32.8K
|
57.8K
$3.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.66KNew |
$247K - $260K
|
4.66K
$292K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.72K+ 7.67% |
$356K - $376K
|
94.3K
$5.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-290- 0.3% |
$15.4K - $16.2K
|
94.8K
$5.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
558New |
$29.6K - $31.2K
|
558
$35K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-300- 1.93% |
$15.9K - $16.8K
|
15.2K
$957K
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
11.7K+ 3.01% |
$620K - $654K
|
400K
$25.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5.25K- 2.3% |
$278K - $294K
|
223K
$14M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
612New |
$32.5K - $34.2K
|
612
$38.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
698+ 92.45% |
$37K - $39.1K
|
1.45K
$91.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
92New |
$4.88K - $5.15K
|
92
$5.77K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.59K- 2.97% |
$84.2K - $88.8K
|
52K
$3.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
47+ 0.97% |
$2.49K - $2.63K
|
4.9K
$308K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
100+ 0.45% |
$5.31K - $5.6K
|
22.5K
$1.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
20.9K+ 309.89% |
$1.11M - $1.17M
|
27.6K
$1.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.01K+ 5.62% |
$107K - $113K
|
37.8K
$2.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
18.4K+ 45.69% |
$976K - $1.03M
|
58.7K
$3.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.83K+ 9.16% |
$468K - $494K
|
105K
$6.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
459+ 2.41% |
$24.3K - $25.7K
|
19.5K
$1.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.27K- 89.92% |
$67.2K - $70.9K
|
142
$8.91K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.89KNew |
$207K - $218K
|
3.89K
$244K
|