Latest Institutional Transactions on First Trust Rising Dividend Ac (RDVY)

RDVY Quotes by TradingView

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
Fsb Premier Wealth Management, Inc.

SELL
 -
-1.13K
- 6.06%
$66K - $72.5K
17.5K $1.06M
Feb 12, 2025 Q4 2024
L & S Advisors Inc

Los Angeles, CA
BUY
 -
588
+ 3.04%
$34.5K - $37.8K
19.9K $1.21M
Feb 12, 2025 Q4 2024
Clear Street Markets LLC

BUY
 -
15
New
$880 - $966
15 $909
Feb 12, 2025 Q4 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
14
+ 0.19%
$821 - $901
7.31K $443K
Feb 12, 2025 Q4 2024
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-3.93K
- 8.46%
$230K - $253K
42.5K $2.58M
Feb 12, 2025 Q4 2024
Orion Portfolio Solutions, LLC

BUY
 -
17.2K
+ 36.75%
$1.01M - $1.11M
64.1K $3.89M
Feb 12, 2025 Q4 2024
Blair William & CO

Chicago, IL
SELL
 -
-497
- 0.14%
$29.1K - $32K
349K $21.2M
Feb 12, 2025 Q4 2024
Moment Partners, LLC

San Francisco, CA
BUY
 -
18.1K
New
$1.06M - $1.17M
18.1K $1.1M
Feb 12, 2025 Q4 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
306K
+ 27.07%
$17.9M - $19.7M
1.43M $87M
Feb 12, 2025 Q4 2024
Maridea Wealth Management LLC

Brooklyn, NY
BUY
 -
5.21K
New
$306K - $335K
5.21K $316K
Feb 12, 2025 Q4 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
566
+ 168.96%
$33.2K - $36.4K
901 $54.6K
Feb 12, 2025 Q4 2024
Stone X Group Inc.

SELL
 -
-19.2K
- 14.44%
$1.13M - $1.24M
114K $6.9M
Feb 12, 2025 Q4 2024
Uniting Wealth Partners, LLC

Mission, KS
BUY
 -
3.81K
New
$223K - $245K
3.81K $231K
Feb 12, 2025 Q4 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
328K
+ 3.78%
$19.2M - $21.1M
9.01M $546M
Feb 12, 2025 Q4 2024
Wedbush Securities Inc

SELL
 -
-2.01K
- 2.17%
$118K - $129K
90.5K $5.49M
Feb 12, 2025 Q4 2024
Envestnet Asset Management Inc

SELL
 -
-179K
- 5.47%
$10.5M - $11.5M
3.09M $187M
Feb 12, 2025 Q4 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
1.53K
+ 0.44%
$89.4K - $98.2K
350K $21.2M
Feb 12, 2025 Q4 2024
Oarsman Capital, Inc.

Milwaukee, WI
SELL
 -
-200
- 40.0%
$11.7K - $12.9K
300 $18.2K
Feb 12, 2025 Q4 2024
Prudential PLC

London, England, X0
BUY
 -
30.5K
New
$1.79M - $1.96M
30.5K $1.85M
Feb 12, 2025 Q4 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
75.7K
+ 429.07%
$4.44M - $4.87M
93.4K $5.66M
Feb 12, 2025 Q4 2024
Rfg Bristol Wealth Advisors, LLC

Taunton, MA
BUY
 -
30.2K
New
$1.77M - $1.94M
30.2K $1.83M
Feb 12, 2025 Q4 2024
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-821
- 17.73%
$48.2K - $52.8K
3.81K $231K
Feb 12, 2025 Q4 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-7.46K
- 7.17%
$437K - $480K
96.5K $5.85M
Feb 12, 2025 Q4 2024
National Bank Of Canada

BUY
 -
106
New
$6.22K - $6.82K
106 $6.43K
Feb 12, 2025 Q4 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
858
+ 10.67%
$50.3K - $55.2K
8.9K $540K
Feb 12, 2025 Q4 2024
Thoroughbred Financial Services, LLC

BUY
 -
12.5K
+ 8.72%
$734K - $805K
156K $9.46M
Feb 12, 2025 Q4 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
3.38K
New
$198K - $218K
3.38K $205K
Feb 12, 2025 Q4 2024
Trexquant Investment LP

Stamford, CT
SELL
 -
-199
- 3.83%
$11.7K - $12.8K
5K $303K
Feb 12, 2025 Q4 2024
Creekmur Asset Management LLC

Morton, IL
SELL
 -
-510
- 4.7%
$29.9K - $32.8K
10.3K $627K
Feb 12, 2025 Q4 2024
Private Portfolio Partners LLC

BUY
 -
14
+ 0.1%
$821 - $901
14K $851K
Feb 12, 2025 Q4 2024
Huntington National Bank

Columbus, OH
SELL
 -
-56
- 98.25%
$3.28K - $3.6K
1 $60.6
Feb 11, 2025 Q4 2024
Goldman Sachs Group Inc

New York, NY
SELL
 -
-191K
- 85.61%
$11.2M - $12.3M
32.1K $1.95M
Feb 11, 2025 Q4 2024
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
7.8K
New
$458K - $502K
7.8K $473K
Feb 11, 2025 Q4 2024
Atlas Wealth LLC

Cincinnati, OH
BUY
 -
6.52K
+ 31.33%
$382K - $420K
27.3K $1.66M
Feb 11, 2025 Q4 2024
Intellus Advisors LLC

Naples, FL
BUY
 -
311K
New
$18.2M - $20M
311K $18.8M
Feb 11, 2025 Q4 2024
Kiker Wealth Management, LLC

Jasper, GA
BUY
 -
2.7K
New
$159K - $174K
2.7K $164K
Feb 11, 2025 Q4 2024
Arvest Investments, Inc.

Rogers, AR
BUY
 -
1.07K
+ 2.06%
$62.5K - $68.6K
52.8K $3.2M
Feb 11, 2025 Q4 2024
Sandy Spring Bank

BUY
 -
11.4K
+ 32.74%
$669K - $734K
46.2K $2.8M
Feb 11, 2025 Q4 2024
Graney & King, LLC

Latham, NY
BUY
 -
461
New
$27K - $29.7K
461 $28K
Feb 11, 2025 Q4 2024
Signature Estate & Investment Advisors LLC

BUY
 -
151
+ 0.84%
$8.86K - $9.72K
18K $1.09M
Feb 11, 2025 Q4 2024
Northwestern Mutual Wealth Management CO

BUY
 -
91.5K
+ 4.59%
$5.37M - $5.89M
2.09M $126M
Feb 11, 2025 Q4 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
2.4K
+ 37.68%
$141K - $154K
8.76K $531K
Feb 11, 2025 Q4 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
2
+ 0.05%
$117 - $129
4.3K $261K
Feb 11, 2025 Q4 2024
Florida Financial Advisors, LLC

Tampa, FL
SELL
 -
-1.15K
- 22.78%
$67.2K - $73.7K
3.88K $235K
Feb 11, 2025 Q4 2024
Pks Advisory Services, LLC

Albany, NY
BUY
 -
19K
New
$1.12M - $1.22M
19K $1.15M
Feb 11, 2025 Q4 2024
Morey & Quinn Wealth Partners, LLC

Omaha, NE
BUY
 -
21.7K
New
$1.27M - $1.4M
21.7K $1.31M
Feb 11, 2025 Q4 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
427
+ 1.19%
$25K - $27.5K
36.4K $2.21M
Feb 11, 2025 Q4 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
50K
New
$2.93M - $3.22M
50K $3.03M
Feb 11, 2025 Q4 2024
Grantvest Financial Group LLC

Matawan, NJ
BUY
 -
22.1K
New
$1.29M - $1.42M
22.1K $1.34M

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