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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
42New |
$2.1K - $2.36K
|
42
$2.63K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.49K- 2.56% |
$74.4K - $83.5K
|
56.6K
$3.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.11KNew |
$206K - $231K
|
4.11K
$258K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
200+ 1.03% |
$10K - $11.2K
|
19.6K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-323- 4.15% |
$16.2K - $18.1K
|
7.46K
$468K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
216New |
$10.8K - $12.1K
|
216
$13.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
26.2KNew |
$1.31M - $1.47M
|
26.2K
$1.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
3.72K+ 4.02% |
$186K - $209K
|
96.4K
$6.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
34.5K+ 211.4% |
$1.73M - $1.94M
|
50.8K
$3.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-927- 5.96% |
$46.4K - $52.1K
|
14.6K
$917K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-88- 7.28% |
$4.4K - $4.94K
|
1.12K
$70.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.1K- 62.86% |
$55.1K - $61.8K
|
650
$40.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
17+ 0.35% |
$851 - $955
|
4.85K
$304K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.01KNew |
$251K - $281K
|
5.01K
$314K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-412- 86.55% |
$20.6K - $23.1K
|
64
$4.01K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-141- 49.3% |
$7.06K - $7.92K
|
145
$9.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.7K- 6.89% |
$84.9K - $95.3K
|
22.9K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-726- 12.59% |
$36.3K - $40.8K
|
5.04K
$316K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-253- 23.21% |
$12.7K - $14.2K
|
837
$52.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2+ 0.02% |
$100 - $112
|
8.56K
$537K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
125+ 19.53% |
$6.26K - $7.02K
|
765
$48K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
234New |
$11.7K - $13.1K
|
234
$14.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.6KNew |
$632K - $709K
|
12.6K
$792K
|
|
| Q4 2023 | |||||||
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-188- 5.9% |
$8.17K - $9.78K
|
3K
$188K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.31KNew |
$56.9K - $68.2K
|
1.31K
$82.2K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.25KNew |
$272K - $325K
|
6.25K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
616New |
$26.8K - $32.1K
|
616
$38.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.89KNew |
$169K - $202K
|
3.89K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22K- 70.7% |
$956K - $1.15M
|
9.12K
$572K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.84KNew |
$210K - $252K
|
4.84K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
690New |
$30K - $35.9K
|
690
$43.3K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-15.4K- 3.92% |
$670K - $802K
|
378K
$23.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
80.3KNew |
$3.49M - $4.18M
|
80.3K
$5.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.67KNew |
$203K - $243K
|
4.67K
$293K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
208New |
$9.04K - $10.8K
|
208
$13K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.31KNew |
$231K - $276K
|
5.31K
$333K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.1KNew |
$265K - $318K
|
6.1K
$383K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
300New |
$13K - $15.6K
|
300
$18.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
524New |
$22.8K - $27.3K
|
524
$32.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
215New |
$9.34K - $11.2K
|
215
$13.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
810New |
$35.2K - $42.2K
|
810
$50.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
60.9KNew |
$2.65M - $3.17M
|
60.9K
$3.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.17KNew |
$50.6K - $60.6K
|
1.17K
$73.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.32K- 16.21% |
$101K - $121K
|
12K
$753K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
6.5KNew |
$282K - $338K
|
6.5K
$408K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
555New |
$24.1K - $28.9K
|
555
$34.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
7.12KNew |
$309K - $370K
|
7.12K
$446K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
512New |
$22.2K - $26.6K
|
512
$32.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
439New |
$19.1K - $22.8K
|
439
$27.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
3.93KNew |
$171K - $204K
|
3.93K
$246K
|
|