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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-25.7K- 11.15% |
$1.38M - $1.52M
|
205K
$12.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.18% |
$53.7 - $59.2
|
543
$33.7K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-604- 8.17% |
$32.4K - $35.8K
|
6.79K
$422K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-961- 5.1% |
$51.6K - $56.9K
|
17.9K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.8K+ 1.74% |
$3M - $3.31M
|
3.27M
$203M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-10.5K- 65.44% |
$566K - $624K
|
5.56K
$346K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61.4K+ 24.67% |
$3.3M - $3.64M
|
310K
$19.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-61- 1.28% |
$3.27K - $3.61K
|
4.69K
$292K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-40- 0.55% |
$2.15K - $2.37K
|
7.29K
$453K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
30+ 0.22% |
$1.61K - $1.78K
|
13.6K
$844K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.04K+ 31.58% |
$217K - $239K
|
16.8K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-2.98K- 1.69% |
$160K - $177K
|
174K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.48KNew |
$240K - $265K
|
4.48K
$278K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-6.04K- 52.91% |
$324K - $358K
|
5.37K
$334K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
142K+ 71.89% |
$7.62M - $8.41M
|
339K
$21.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17.7K+ 3.75% |
$948K - $1.05M
|
489K
$30.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.85K+ 7.14% |
$421K - $465K
|
118K
$7.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.01K+ 2.84% |
$162K - $178K
|
109K
$6.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.11K- 3.63% |
$113K - $125K
|
55.8K
$3.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
275New |
$14.8K - $16.3K
|
275
$17.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-44.8K- 46.02% |
$2.4M - $2.65M
|
52.5K
$3.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.73K- 8.9% |
$93.1K - $103K
|
17.8K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-70- 1.84% |
$3.76K - $4.15K
|
3.73K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
48.3K+ 24.81% |
$2.59M - $2.86M
|
243K
$15.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.7K+ 22.43% |
$787K - $869K
|
80K
$4.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-321- 1.79% |
$17.2K - $19K
|
17.6K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.16K+ 100.7% |
$116K - $128K
|
4.3K
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.4K+ 61.61% |
$1.47M - $1.62M
|
71.8K
$4.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
5.67K+ 12.32% |
$304K - $336K
|
51.7K
$3.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
2.78K+ 21.87% |
$149K - $164K
|
15.5K
$961K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.77KNew |
$94.9K - $105K
|
1.77K
$110K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.98K- 3.08% |
$482K - $532K
|
283K
$17.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
331+ 1.8% |
$17.8K - $19.6K
|
18.8K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-1- 0.03% |
$53.7 - $59.2
|
3.88K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-7.89K- 7.14% |
$423K - $467K
|
103K
$6.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.73K+ 25.43% |
$469K - $517K
|
43K
$2.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
11.5K+ 8.41% |
$616K - $680K
|
148K
$9.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-180- 0.94% |
$9.66K - $10.7K
|
18.9K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
62.6KNew |
$3.36M - $3.71M
|
62.6K
$3.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.9K- 2.38% |
$694K - $766K
|
530K
$32.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-32- 0.6% |
$1.72K - $1.9K
|
5.34K
$332K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
10K+ 8.16% |
$539K - $595K
|
133K
$8.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.37K+ 3.14% |
$235K - $259K
|
144K
$8.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.88KNew |
$208K - $230K
|
3.88K
$241K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-27.4K- 8.08% |
$1.47M - $1.63M
|
312K
$19.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.9K- 27.76% |
$1.23M - $1.36M
|
59.6K
$3.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
6.38K+ 23.08% |
$342K - $378K
|
34K
$2.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-50.8K- 91.42% |
$2.73M - $3.01M
|
4.77K
$296K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.5K- 11.42% |
$942K - $1.04M
|
136K
$8.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-300- 6.08% |
$16.1K - $17.8K
|
4.64K
$288K
|