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 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-726- 12.59% |
$36.3K - $40.8K
|
5.04K
$299K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.7K- 6.89% |
$84.9K - $95.3K
|
22.9K
$1.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-253- 23.21% |
$12.7K - $14.2K
|
837
$49.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
125+ 19.53% |
$6.26K - $7.02K
|
765
$45.4K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
234New |
$11.7K - $13.1K
|
234
$13.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.6KNew |
$632K - $709K
|
12.6K
$749K
|
|
| Q4 2023 | |||||||
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-179- 9.2% |
$7.78K - $9.32K
|
1.77K
$105K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-188- 5.9% |
$8.17K - $9.78K
|
3K
$178K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.31KNew |
$56.9K - $68.2K
|
1.31K
$77.8K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.25KNew |
$272K - $325K
|
6.25K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.84KNew |
$210K - $252K
|
4.84K
$288K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
80.3KNew |
$3.49M - $4.18M
|
80.3K
$4.77M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-15.4K- 3.92% |
$670K - $802K
|
378K
$22.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
690New |
$30K - $35.9K
|
690
$41K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.67KNew |
$203K - $243K
|
4.67K
$277K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
208New |
$9.04K - $10.8K
|
208
$12.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.1KNew |
$265K - $318K
|
6.1K
$362K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
524New |
$22.8K - $27.3K
|
524
$31.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
215New |
$9.34K - $11.2K
|
215
$12.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
810New |
$35.2K - $42.2K
|
810
$48.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
60.9KNew |
$2.65M - $3.17M
|
60.9K
$3.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.32K- 16.21% |
$101K - $121K
|
12K
$713K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
6.5KNew |
$282K - $338K
|
6.5K
$386K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.17KNew |
$50.6K - $60.6K
|
1.17K
$69.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
7.12KNew |
$309K - $370K
|
7.12K
$423K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
555New |
$24.1K - $28.9K
|
555
$33K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
512New |
$22.2K - $26.6K
|
512
$30.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
439New |
$19.1K - $22.8K
|
439
$26.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
3.93KNew |
$171K - $204K
|
3.93K
$233K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200New |
$8.69K - $10.4K
|
200
$11.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.33K- 8.15% |
$275K - $329K
|
71.4K
$4.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.07K+ 39.79% |
$133K - $160K
|
10.8K
$640K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
823New |
$35.8K - $42.8K
|
823
$48.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.93KNew |
$171K - $204K
|
3.93K
$233K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-600- 86.46% |
$26.1K - $31.2K
|
94
$5.58K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
224New |
$10.2K - $11.1K
|
224
$13.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-20K- 62.79% |
$914K - $994K
|
11.9K
$705K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.35KNew |
$244K - $265K
|
5.35K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.94KNew |
$134K - $146K
|
2.94K
$175K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.45KNew |
$248K - $270K
|
5.45K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-236- 14.92% |
$10.8K - $11.7K
|
1.35K
$79.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$45.6 - $49.6
|
1
$59.4
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.35KNew |
$107K - $117K
|
2.35K
$140K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.61KNew |
$210K - $228K
|
4.61K
$274K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-60.9K- 9.53% |
$2.78M - $3.02M
|
578K
$34.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-2.79K- 20.94% |
$127K - $138K
|
10.5K
$625K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
6.24KNew |
$284K - $309K
|
6.24K
$370K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
300New |
$13.7K - $14.9K
|
300
$17.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
9.11KNew |
$415K - $452K
|
9.11K
$541K
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
SELL
|
- |
-2.35K- 20.23% |
$107K - $116K
|
9.26K
$550K
|
|