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 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-132- 0.27% |
$6.02K - $6.54K
|
48.2K
$3M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.19K- 29.0% |
$99.6K - $108K
|
5.35K
$332K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 6.53% |
$52.3K - $56.9K
|
16.4K
$1.02M
|
|
| Q2 2023 | |||||||
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
122New |
$5.23K - $5.76K
|
122
$7.58K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-110Closed |
$4.71K - $5.2K
|
0
$0
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
61.9KNew |
$2.65M - $2.92M
|
61.9K
$3.85M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100+ 50.0% |
$4.28K - $4.73K
|
300
$18.6K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8.22KClosed |
$352K - $389K
|
0
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
11+ 0.16% |
$471 - $520
|
6.98K
$434K
|
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.64K+ 1.69% |
$70.3K - $77.5K
|
98.8K
$6.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
13.9KNew |
$595K - $656K
|
13.9K
$863K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.29KNew |
$98.2K - $108K
|
2.29K
$142K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
114New |
$4.88K - $5.39K
|
114
$7.08K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
204+ 2.07% |
$8.74K - $9.64K
|
10K
$624K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
677+ 4.43% |
$29K - $32K
|
16K
$993K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
282New |
$12.1K - $13.3K
|
282
$17.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
9.65K+ 19.3% |
$413K - $456K
|
59.6K
$3.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.15K+ 20.89% |
$91.9K - $101K
|
12.4K
$772K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
81.1KNew |
$3.47M - $3.83M
|
81.1K
$5.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.17K- 16.77% |
$136K - $150K
|
15.7K
$977K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-15.2K- 3.1% |
$651K - $718K
|
475K
$29.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
115+ 13.47% |
$4.93K - $5.43K
|
969
$60.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.36K- 18.06% |
$58K - $64K
|
6.15K
$382K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
516New |
$22.1K - $24.4K
|
516
$32.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.93KNew |
$425K - $469K
|
9.93K
$617K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.12% |
$2.14K - $2.36K
|
4.41K
$274K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.1KNew |
$47K - $51.8K
|
1.1K
$68.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
991New |
$42.4K - $46.8K
|
991
$61.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-496- 56.05% |
$21.2K - $23.4K
|
389
$24.2K
|
|
| Q1 2023 | |||||||
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-834Closed |
$35.6K - $40.8K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
131KNew |
$5.59M - $6.41M
|
131K
$8.14M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
966+ 11.05% |
$41.2K - $47.3K
|
9.71K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.73KNew |
$73.6K - $84.4K
|
1.73K
$107K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
56New |
$2.39K - $2.74K
|
56
$3.48K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.5KNew |
$577K - $662K
|
13.5K
$841K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.3K- 19.36% |
$312K - $357K
|
30.4K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.26K- 50.8% |
$224K - $257K
|
5.1K
$317K
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.92K+ 34.3% |
$82K - $94.1K
|
7.53K
$468K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$42.7 - $48.9
|
1
$62.1
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-65.4K- 93.52% |
$2.79M - $3.2M
|
4.53K
$282K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.13K+ 7.73% |
$90.8K - $104K
|
29.7K
$1.84M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.83KNew |
$334K - $383K
|
7.83K
$486K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
208New |
$8.87K - $10.2K
|
208
$12.9K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
42.3KNew |
$1.8M - $2.07M
|
42.3K
$2.63M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6.6KNew |
$281K - $323K
|
6.6K
$410K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-836- 9.18% |
$35.7K - $40.9K
|
8.27K
$514K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2.58K- 2.79% |
$110K - $126K
|
89.7K
$5.58M
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
45.6KNew |
$1.95M - $2.23M
|
45.6K
$2.83M
|
|