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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8.22KClosed |
$352K - $389K
|
0
$0
|
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.64K+ 1.69% |
$70.3K - $77.5K
|
98.8K
$6.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
114New |
$4.88K - $5.39K
|
114
$7.56K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.29KNew |
$98.2K - $108K
|
2.29K
$152K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
204+ 2.07% |
$8.74K - $9.64K
|
10K
$666K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
677+ 4.43% |
$29K - $32K
|
16K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
282New |
$12.1K - $13.3K
|
282
$18.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
9.65K+ 19.3% |
$413K - $456K
|
59.6K
$3.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.15K+ 20.89% |
$91.9K - $101K
|
12.4K
$824K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
81.1KNew |
$3.47M - $3.83M
|
81.1K
$5.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.17K- 16.77% |
$136K - $150K
|
15.7K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-15.2K- 3.1% |
$651K - $718K
|
475K
$31.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
115+ 13.47% |
$4.93K - $5.43K
|
969
$64.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
516New |
$22.1K - $24.4K
|
516
$34.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.93KNew |
$425K - $469K
|
9.93K
$658K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.12% |
$2.14K - $2.36K
|
4.41K
$293K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.1KNew |
$47K - $51.8K
|
1.1K
$72.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
991New |
$42.4K - $46.8K
|
991
$65.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-496- 56.05% |
$21.2K - $23.4K
|
389
$25.8K
|
|
| 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
$8.69M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.73KNew |
$73.6K - $84.4K
|
1.73K
$114K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.5KNew |
$577K - $662K
|
13.5K
$898K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.3K- 19.36% |
$312K - $357K
|
30.4K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.26K- 50.8% |
$224K - $257K
|
5.1K
$338K
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.92K+ 34.3% |
$82K - $94.1K
|
7.53K
$499K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
56New |
$2.39K - $2.74K
|
56
$3.71K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.13K+ 7.73% |
$90.8K - $104K
|
29.7K
$1.97M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
42.3KNew |
$1.8M - $2.07M
|
42.3K
$2.8M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
208New |
$8.87K - $10.2K
|
208
$13.8K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.83KNew |
$334K - $383K
|
7.83K
$519K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6.6KNew |
$281K - $323K
|
6.6K
$437K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-836- 9.18% |
$35.7K - $40.9K
|
8.27K
$549K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2.58K- 2.79% |
$110K - $126K
|
89.7K
$5.95M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
40New |
$1.71K - $1.96K
|
40
$2.65K
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
45.6KNew |
$1.95M - $2.23M
|
45.6K
$3.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-146- 2.56% |
$6.23K - $7.14K
|
5.56K
$369K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-300- 3.8% |
$12.8K - $14.7K
|
7.6K
$504K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
74New |
$3.16K - $3.62K
|
74
$4.91K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
120New |
$5.12K - $5.87K
|
120
$7.96K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-6.88K- 12.26% |
$293K - $336K
|
49.2K
$3.26M
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.58KNew |
$259K - $310K
|
6.58K
$437K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.28K- 5.87% |
$50.5K - $60.4K
|
20.6K
$1.36M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
196New |
$7.71K - $9.22K
|
196
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-550- 7.71% |
$21.6K - $25.9K
|
6.58K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-4.27K- 26.61% |
$168K - $201K
|
11.8K
$782K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-171- 78.8% |
$6.73K - $8.05K
|
46
$3.05K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-46K- 28.24% |
$1.81M - $2.17M
|
117K
$7.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.31K+ 8.3% |
$90.8K - $109K
|
30.1K
$2M
|
|