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 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-19.5KClosed |
$592K - $672K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.82K+ 6.1% |
$43.7K - $61.7K
|
31.7K
$2.1M
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-711Closed |
$17.1K - $24.1K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.4KClosed |
$33.6K - $47.4K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$41.4K - $58.4K
|
1.73K
$114K
|
|
|
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-827Closed |
$19.8K - $28K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.1KClosed |
$26.4K - $37.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jul 31, 2020
Q1 2020
|
Milestone Advisory Partners
|
SELL
|
- |
-137KClosed |
$2.99M - $5.04M
|
0
$0
|
|
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.08KClosed |
$45.3K - $76.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-54.6KClosed |
$1.19M - $2.01M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-8.4KClosed |
$183K - $308K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Bank Hapoalim Bm
|
SELL
|
- |
-6.65KClosed |
$145K - $244K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-215KClosed |
$4.68M - $7.88M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.24KClosed |
$27K - $45.5K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-14Closed |
$305 - $514
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-8.44KClosed |
$184K - $310K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Clean Yield Group
|
SELL
|
- |
-1.1KClosed |
$24K - $40.4K
|
0
$0
|
|
|
Apr 01, 2020
Q1 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-25KClosed |
$545K - $917K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Time Scale Financial, Inc.
|
SELL
|
- |
-225Closed |
$6.88K - $8.11K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1Closed |
$29.4 - $32.6
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.84KClosed |
$54K - $59.8K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-145Closed |
$3.59K - $4.59K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1Closed |
$24.8 - $31.7
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
228KNew |
$6.78M - $7.28M
|
228K
$15.1M
|
|
|
Nov 13, 2018
Q3 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-70.3KClosed |
$2.09M - $2.24M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 07, 2018
Q2 2018
|
Highland Private Wealth Management
|
SELL
|
- |
-27.1KClosed |
$784K - $844K
|
0
$0
|
|
|
Jul 20, 2018
Q2 2018
|
First Command Bank
|
SELL
|
- |
-417Closed |
$12.1K - $13K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 12, 2018
Q1 2018
|
First Command Financial Services, Inc.
|
BUY
|
- |
417New |
$12K - $13.3K
|
417
$27.7K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$27.6 - $27.9
|
1
$66.3
|
|