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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
95.6K+ 11.11% |
$5.47M - $6.06M
|
956K
$60.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
99.2K+ 12.41% |
$5.67M - $6.29M
|
898K
$56.9M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.68K+ 1.2% |
$153K - $170K
|
226K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-18.6K- 8.31% |
$1.07M - $1.18M
|
205K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.75K+ 75.45% |
$215K - $238K
|
8.72K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
7.21K+ 6.1% |
$412K - $457K
|
125K
$7.94M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
706K+ 12.67% |
$40.4M - $44.8M
|
6.28M
$398M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
480K+ 2.96% |
$27.5M - $30.4M
|
16.7M
$1.06B
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-12.9K- 8.7% |
$737K - $817K
|
135K
$8.56M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.04K- 43.25% |
$403K - $447K
|
9.24K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.75K- 7.39% |
$100K - $111K
|
21.9K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-820- 0.72% |
$46.9K - $52K
|
113K
$7.16M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
43.7K+ 17.53% |
$2.5M - $2.77M
|
293K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.2K- 3.21% |
$643K - $712K
|
338K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
118K+ 3.47% |
$6.75M - $7.48M
|
3.52M
$223M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.8K+ 8.6% |
$2.22M - $2.46M
|
490K
$31M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.88K+ 66.06% |
$336K - $373K
|
14.8K
$936K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.44K+ 11.09% |
$426K - $472K
|
74.5K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
5.56K+ 3.28% |
$318K - $352K
|
175K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.22KNew |
$242K - $268K
|
4.22K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-2.99K- 61.91% |
$171K - $189K
|
1.84K
$117K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.6K+ 21.42% |
$91.6K - $101K
|
9.07K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.54K- 11.87% |
$88.2K - $97.7K
|
11.4K
$725K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
35.5K+ 97.64% |
$2.03M - $2.25M
|
71.9K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.71K+ 13.14% |
$270K - $299K
|
40.6K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.59K- 13.24% |
$263K - $291K
|
30.1K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
20.5KNew |
$1.17M - $1.3M
|
20.5K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.34K+ 92.17% |
$306K - $339K
|
11.1K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-18.7K- 33.33% |
$1.07M - $1.18M
|
37.3K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.8K+ 70.24% |
$734K - $813K
|
31.1K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.64K+ 14.58% |
$437K - $484K
|
60K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.98K+ 43.5% |
$170K - $189K
|
9.82K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.7K+ 193.45% |
$729K - $807K
|
19.3K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
154+ 0.38% |
$8.81K - $9.76K
|
40.8K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10- 0.12% |
$572 - $634
|
8.03K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.46KNew |
$312K - $346K
|
5.46K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-13.2K- 17.62% |
$754K - $836K
|
61.6K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.12K+ 55.73% |
$64K - $70.9K
|
3.13K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
202+ 7.47% |
$11.6K - $12.8K
|
2.91K
$184K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2+ 0.31% |
$114 - $127
|
649
$41.1K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-16.2K- 46.14% |
$929K - $1.03M
|
19K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.33K+ 24.0% |
$248K - $274K
|
22.4K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.76K+ 39.12% |
$444K - $492K
|
27.6K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-57.4K- 34.67% |
$3.28M - $3.64M
|
108K
$6.85M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
56.8K+ 133.66% |
$3.25M - $3.6M
|
99.3K
$6.29M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-1.27K- 5.82% |
$72.9K - $80.8K
|
20.6K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
37.9KNew |
$2.17M - $2.4M
|
37.9K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.57K+ 19.27% |
$147K - $163K
|
15.9K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
12+ 0.27% |
$687 - $761
|
4.43K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.57K- 11.62% |
$147K - $163K
|
19.5K
$1.24M
|