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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
2.89K+ 5.89% |
$155K - $171K
|
51.9K
$3.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2K- 6.75% |
$107K - $118K
|
27.6K
$1.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
12.7K+ 5.4% |
$679K - $750K
|
247K
$15.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.52K+ 1.71% |
$457K - $504K
|
505K
$32.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.24K- 7.1% |
$174K - $192K
|
42.3K
$2.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7.83K+ 5.1% |
$420K - $464K
|
161K
$10.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-377- 6.72% |
$20.2K - $22.3K
|
5.24K
$334K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
566+ 34.83% |
$30.4K - $33.5K
|
2.19K
$140K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
292New |
$15.7K - $17.3K
|
292
$18.6K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.98K+ 14.15% |
$375K - $413K
|
56.3K
$3.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
135KNew |
$7.25M - $8.01M
|
135K
$8.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
70.3K+ 317.05% |
$3.77M - $4.17M
|
92.5K
$5.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-690- 1.43% |
$37K - $40.9K
|
47.6K
$3.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-39.1K- 76.49% |
$2.1M - $2.32M
|
12K
$767K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-400- 6.33% |
$21.5K - $23.7K
|
5.92K
$378K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-2.7K- 3.05% |
$145K - $160K
|
85.7K
$5.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.3K- 31.7% |
$338K - $373K
|
13.6K
$866K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
16.8K+ 21.22% |
$904K - $998K
|
96.2K
$6.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
14.5K+ 394.09% |
$781K - $862K
|
18.2K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-226- 1.81% |
$12.1K - $13.4K
|
12.3K
$783K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
983+ 8.25% |
$52.8K - $58.2K
|
12.9K
$823K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
43K+ 9.83% |
$2.31M - $2.55M
|
481K
$30.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.57K+ 8.96% |
$406K - $449K
|
92.1K
$5.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
9.26K+ 4.82% |
$497K - $549K
|
201K
$12.8M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
61.2KNew |
$3.28M - $3.62M
|
61.2K
$3.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.01K+ 5.52% |
$322K - $356K
|
115K
$7.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
431+ 0.73% |
$23.1K - $25.5K
|
59.3K
$3.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-268- 1.46% |
$14.4K - $15.9K
|
18.1K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-6.44K- 6.76% |
$345K - $381K
|
88.7K
$5.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
73+ 1.02% |
$3.92K - $4.32K
|
7.24K
$462K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 2.41% |
$61.7K - $68.1K
|
46.7K
$2.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.69KNew |
$198K - $219K
|
3.69K
$236K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13+ 0.33% |
$698 - $770
|
3.99K
$254K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.59K+ 10.24% |
$85.5K - $94.3K
|
17.1K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
92+ 1.92% |
$4.94K - $5.45K
|
4.89K
$312K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
155New |
$8.32K - $9.18K
|
155
$9.89K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
111KNew |
$5.95M - $6.57M
|
111K
$7.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.02K- 44.78% |
$162K - $179K
|
3.72K
$237K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-973- 67.62% |
$52.2K - $57.6K
|
466
$29.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
59.6K+ 138.4% |
$3.2M - $3.53M
|
103K
$6.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
289+ 0.79% |
$15.5K - $17.1K
|
36.8K
$2.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.47K+ 7.38% |
$133K - $146K
|
36K
$2.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.5K- 75.92% |
$620K - $684K
|
3.66K
$234K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.39KNew |
$236K - $260K
|
4.39K
$280K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-1.37K- 0.48% |
$73.5K - $81.1K
|
284K
$18.1M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.63K- 1.45% |
$140K - $147K
|
178K
$11.4M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.33K+ 5.34% |
$123K - $130K
|
45.8K
$2.93M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
71New |
$3.77K - $3.97K
|
71
$4.53K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.1KNew |
$2.39M - $2.52M
|
45.1K
$2.88M
|
|