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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.15K+ 0.88% |
$167K - $176K
|
362K
$22.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
14KNew |
$742K - $783K
|
14K
$877K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.38K- 27.06% |
$73.2K - $77.2K
|
3.72K
$233K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
250+ 3.86% |
$13.3K - $14K
|
6.73K
$422K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
400New |
$21.2K - $22.4K
|
400
$25.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.43K- 6.38% |
$75.6K - $79.7K
|
20.9K
$1.31M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
278+ 1.97% |
$14.7K - $15.6K
|
14.4K
$902K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
750New |
$39.8K - $42K
|
750
$47K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.79K+ 19.71% |
$307K - $324K
|
35.1K
$2.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
385New |
$20.4K - $21.5K
|
385
$24.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
72.7K+ 7.12% |
$3.86M - $4.07M
|
1.09M
$68.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.87K+ 91.18% |
$99.2K - $105K
|
3.92K
$246K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-230K- 7.87% |
$11.5M - $12.9M
|
2.69M
$169M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.67KNew |
$183K - $206K
|
3.67K
$230K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.11KNew |
$106K - $118K
|
2.11K
$132K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.09KNew |
$255K - $286K
|
5.09K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
45New |
$2.25K - $2.53K
|
45
$2.82K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.21KNew |
$60.6K - $68K
|
1.21K
$75.9K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
50New |
$2.5K - $2.81K
|
50
$3.14K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-2.02K- 48.27% |
$101K - $114K
|
2.17K
$136K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-887- 13.98% |
$44.4K - $49.8K
|
5.46K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.04K- 32.89% |
$152K - $171K
|
6.21K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.71KNew |
$236K - $265K
|
4.71K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
17.6K+ 38.37% |
$882K - $990K
|
63.5K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
73.9KNew |
$3.7M - $4.15M
|
73.9K
$4.63M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-61- 3.46% |
$3.05K - $3.43K
|
1.7K
$107K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
11.7KNew |
$586K - $657K
|
11.7K
$734K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
192+ 25.81% |
$9.61K - $10.8K
|
936
$58.7K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.55K+ 4.21% |
$77.6K - $87.1K
|
38.4K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.65KNew |
$333K - $373K
|
6.65K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
56New |
$2.8K - $3.15K
|
56
$3.51K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.3KNew |
$617K - $693K
|
12.3K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-62.5K- 85.62% |
$3.13M - $3.51M
|
10.5K
$659K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
107New |
$5.36K - $6.01K
|
107
$6.71K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
136K+ 16.69% |
$6.82M - $7.65M
|
953K
$59.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
481K+ 111.8% |
$24.1M - $27M
|
911K
$57.1M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.91K+ 17.22% |
$95.7K - $107K
|
13K
$816K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
264New |
$13.2K - $14.8K
|
264
$16.6K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
24+ 0.04% |
$1.2K - $1.35K
|
61.4K
$3.85M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-32.5K- 41.69% |
$1.63M - $1.83M
|
45.5K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
93New |
$4.65K - $5.22K
|
93
$5.83K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
18.5KNew |
$926K - $1.04M
|
18.5K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
191+ 3.97% |
$9.56K - $10.7K
|
5K
$314K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.94K+ 8.19% |
$147K - $165K
|
38.8K
$2.44M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
3.02KNew |
$151K - $170K
|
3.02K
$189K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-32- 0.69% |
$1.6K - $1.8K
|
4.6K
$289K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
55+ 275.0% |
$2.75K - $3.09K
|
75
$4.7K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-173- 75.22% |
$8.66K - $9.72K
|
57
$3.58K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
315New |
$15.8K - $17.7K
|
315
$19.8K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6.41K- 93.78% |
$321K - $360K
|
425
$26.7K
|
|