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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
30.5KNew |
$1.79M - $1.96M
|
30.5K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
7.8KNew |
$458K - $502K
|
7.8K
$494K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
30KNew |
$1.76M - $1.93M
|
30K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-126- 6.86% |
$7.39K - $8.11K
|
1.71K
$108K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-9- 0.13% |
$528 - $579
|
6.78K
$429K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10New |
$587 - $644
|
10
$634
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
66New |
$3.87K - $4.25K
|
66
$4.18K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
240New |
$14.1K - $15.4K
|
240
$15.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.42KNew |
$201K - $220K
|
3.42K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.37KNew |
$80.4K - $88.2K
|
1.37K
$86.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
315+ 105.0% |
$18.5K - $20.3K
|
615
$39K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
261KNew |
$15.3M - $16.8M
|
261K
$16.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
22.2KNew |
$1.3M - $1.43M
|
22.2K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
350+ 9.87% |
$20.5K - $22.5K
|
3.9K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
3.02KNew |
$177K - $194K
|
3.02K
$191K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
420New |
$24.6K - $27K
|
420
$26.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.11K- 21.65% |
$65.1K - $71.5K
|
4.02K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
14+ 0.66% |
$821 - $901
|
2.13K
$135K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-97- 13.27% |
$5.69K - $6.24K
|
634
$40.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.26KNew |
$73.8K - $81K
|
1.26K
$79.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-13.9K- 41.73% |
$815K - $895K
|
19.4K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
8.01K+ 3.49% |
$470K - $516K
|
237K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-267- 4.05% |
$15.7K - $17.2K
|
6.32K
$401K
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
3.56KNew |
$209K - $229K
|
3.56K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
33.7KNew |
$1.97M - $2.17M
|
33.7K
$2.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
712+ 9.55% |
$41.8K - $45.8K
|
8.17K
$517K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.7K- 4.69% |
$626K - $687K
|
217K
$13.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.14K- 64.35% |
$66.7K - $73.2K
|
630
$39.9K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
36.6KNew |
$2.15M - $2.36M
|
36.6K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.76KNew |
$162K - $178K
|
2.76K
$175K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
55.4K+ 46.49% |
$3.25M - $3.57M
|
175K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
227New |
$13.3K - $14.6K
|
227
$14.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-70- 1.49% |
$4.11K - $4.51K
|
4.62K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
157New |
$9.21K - $10.1K
|
157
$9.95K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.32KNew |
$253K - $278K
|
4.32K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.3KNew |
$2.13M - $2.33M
|
36.3K
$2.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-325- 50.0% |
$19.1K - $20.9K
|
325
$20.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-352- 6.33% |
$20.6K - $22.7K
|
5.21K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-422- 10.88% |
$24.8K - $27.2K
|
3.46K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
110New |
$6.45K - $7.08K
|
110
$6.97K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.51KNew |
$147K - $161K
|
2.51K
$159K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
125New |
$7.33K - $8.05K
|
125
$7.92K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
93New |
$5.45K - $5.99K
|
93
$5.89K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.46KNew |
$203K - $223K
|
3.46K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.53KNew |
$207K - $227K
|
3.53K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
131+ 1.02% |
$7.68K - $8.43K
|
13K
$825K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.42K- 29.83% |
$83.1K - $91.2K
|
3.33K
$211K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-386- 3.14% |
$22.6K - $24.8K
|
11.9K
$753K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-135K- 99.96% |
$7.92M - $8.7M
|
60
$3.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
66New |
$3.87K - $4.25K
|
66
$4.18K
|