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 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
3.94KNew |
$211K - $233K
|
3.94K
$247K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9.42KNew |
$506K - $558K
|
9.42K
$591K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.35K+ 1.97% |
$72.5K - $80K
|
69.8K
$4.38M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.87KNew |
$208K - $229K
|
3.87K
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.35K+ 56.32% |
$233K - $258K
|
12.1K
$757K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.32K+ 2.14% |
$232K - $256K
|
206K
$12.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-3.75K- 1.44% |
$201K - $222K
|
256K
$16.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-13- 0.31% |
$698 - $770
|
4.16K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.8K+ 6.14% |
$636K - $702K
|
205K
$12.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-306- 2.47% |
$16.4K - $18.1K
|
12.1K
$757K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.67K+ 1.42% |
$89.7K - $99K
|
120K
$7.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
285+ 3.99% |
$15.3K - $16.9K
|
7.43K
$466K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.53K- 2.31% |
$189K - $209K
|
149K
$9.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.12K- 1.66% |
$59.9K - $66.1K
|
66K
$4.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.18K+ 5.9% |
$171K - $188K
|
57.1K
$3.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
28.8K+ 1.79% |
$1.54M - $1.7M
|
1.64M
$103M
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
140KNew |
$7.5M - $8.27M
|
140K
$8.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
25.9K+ 22.79% |
$1.39M - $1.53M
|
139K
$8.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.83KNew |
$206K - $227K
|
3.83K
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
13.5KNew |
$723K - $798K
|
13.5K
$845K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-211- 0.91% |
$11.3K - $12.5K
|
23.1K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
74.4KNew |
$3.99M - $4.41M
|
74.4K
$4.67M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.83K- 2.11% |
$152K - $167K
|
131K
$8.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-380- 2.98% |
$20.4K - $22.5K
|
12.4K
$776K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.69M+ 5796.94% |
$359M - $396M
|
6.8M
$427M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1K- 4.85% |
$53.7K - $59.2K
|
19.6K
$1.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-94- 0.27% |
$5.05K - $5.57K
|
34.6K
$2.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-5- 0.11% |
$268 - $296
|
4.38K
$275K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
451+ 0.37% |
$24.2K - $26.7K
|
122K
$7.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.76K- 3.32% |
$148K - $164K
|
80.5K
$5.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17.3K+ 310.84% |
$930K - $1.03M
|
22.9K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
507+ 5.86% |
$27.2K - $30K
|
9.15K
$574K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-10.8K- 12.94% |
$582K - $643K
|
73K
$4.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.19K+ 12.43% |
$332K - $367K
|
56K
$3.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.52KNew |
$189K - $208K
|
3.52K
$221K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 0.46% |
$483 - $533
|
1.96K
$123K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
19.2K+ 33.46% |
$1.03M - $1.14M
|
76.6K
$4.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
50K+ 21.78% |
$2.68M - $2.96M
|
279K
$17.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-124- 27.49% |
$6.66K - $7.35K
|
327
$20.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.63K+ 2.27% |
$141K - $156K
|
119K
$7.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
155K+ 2.25% |
$8.31M - $9.17M
|
7.03M
$441M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
221+ 1.22% |
$11.9K - $13.1K
|
18.3K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-51.6K- 1.83% |
$2.77M - $3.06M
|
2.77M
$174M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
596K+ 12.86% |
$32M - $35.3M
|
5.23M
$328M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
7.03K+ 38.78% |
$377K - $416K
|
25.1K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
524+ 12.4% |
$28.1K - $31K
|
4.75K
$298K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
323+ 0.24% |
$17.3K - $19.1K
|
135K
$8.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.14K- 14.99% |
$60.9K - $67.2K
|
6.44K
$404K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.71K- 0.56% |
$91.6K - $101K
|
301K
$18.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
309+ 1.24% |
$16.6K - $18.3K
|
25.3K
$1.59M
|