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 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
29.8K+ 23.15% |
$1.71M - $1.89M
|
159K
$10M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.93K+ 5.58% |
$168K - $186K
|
55.5K
$3.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-680- 4.72% |
$38.9K - $43.1K
|
13.7K
$869K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-33.5K- 29.0% |
$1.92M - $2.12M
|
82K
$5.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
10.2K+ 6.08% |
$583K - $646K
|
178K
$11.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.18K+ 12.1% |
$67.6K - $74.9K
|
11K
$694K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.44KNew |
$254K - $282K
|
4.44K
$282K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
857+ 6.54% |
$49K - $54.3K
|
14K
$884K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-637- 11.3% |
$36.4K - $40.4K
|
5K
$317K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.88K- 8.4% |
$508K - $563K
|
96.8K
$6.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.81K+ 5.92% |
$104K - $115K
|
32.4K
$2.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
15.1K+ 25.31% |
$865K - $958K
|
74.9K
$4.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.4K+ 2.78% |
$824K - $913K
|
533K
$33.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.38K+ 6.95% |
$79.1K - $87.6K
|
21.3K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-37- 0.25% |
$2.12K - $2.35K
|
14.7K
$934K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-39- 0.29% |
$2.23K - $2.47K
|
13.6K
$860K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.34K+ 7.72% |
$76.8K - $85.1K
|
18.7K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
236+ 4.4% |
$13.5K - $15K
|
5.6K
$355K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.13K+ 7.36% |
$64.8K - $71.8K
|
16.5K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-469- 5.23% |
$26.8K - $29.7K
|
8.51K
$539K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-247K- 83.44% |
$14.2M - $15.7M
|
49.1K
$3.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.5K- 11.07% |
$143K - $158K
|
20.1K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.6K+ 93.62% |
$722K - $800K
|
26.1K
$1.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-804- 6.3% |
$46K - $51K
|
12K
$758K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-173K- 49.99% |
$9.89M - $11M
|
173K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9.72K+ 8.11% |
$556K - $616K
|
130K
$8.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
19K+ 260.4% |
$1.08M - $1.2M
|
26.2K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3.6K- 13.52% |
$206K - $228K
|
23K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
6.7K+ 175.83% |
$383K - $425K
|
10.5K
$666K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.12K+ 5.82% |
$178K - $198K
|
56.6K
$3.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
8+ 0.15% |
$458 - $507
|
5.45K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-694- 0.59% |
$39.7K - $44K
|
117K
$7.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-272- 0.41% |
$15.6K - $17.2K
|
66K
$4.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
139K+ 189.6% |
$7.93M - $8.79M
|
212K
$13.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
7.63KNew |
$437K - $484K
|
7.63K
$484K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
801+ 3.59% |
$45.8K - $50.8K
|
23.1K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.01K+ 2.3% |
$115K - $127K
|
89.5K
$5.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3+ 0.02% |
$172 - $190
|
12.6K
$800K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
25.4K+ 103.95% |
$1.45M - $1.61M
|
49.8K
$3.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
447+ 3.44% |
$25.6K - $28.3K
|
13.5K
$852K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.17K+ 0.99% |
$181K - $201K
|
324K
$20.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.13K- 3.2% |
$179K - $199K
|
94.9K
$6.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-145- 2.57% |
$8.3K - $9.19K
|
5.49K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
2.04K+ 7.54% |
$117K - $129K
|
29K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
23KNew |
$1.31M - $1.46M
|
23K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-516- 0.42% |
$29.5K - $32.7K
|
124K
$7.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.66K+ 18.93% |
$94.9K - $105K
|
10.4K
$660K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-250- 4.98% |
$14.3K - $15.8K
|
4.77K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-42- 0.4% |
$2.4K - $2.66K
|
10.4K
$657K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
168K+ 7.44% |
$9.61M - $10.6M
|
2.43M
$154M
|