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 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
48.4K+ 28.54% |
$2.6M - $2.86M
|
218K
$13.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.19K+ 23.34% |
$64.1K - $70.7K
|
6.31K
$396K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.01K- 10.24% |
$161K - $178K
|
26.4K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-20.4K- 21.79% |
$1.1M - $1.21M
|
73.4K
$4.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-6.25K- 29.39% |
$335K - $370K
|
15K
$941K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.73K+ 2.89% |
$92.7K - $102K
|
61.5K
$3.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
943+ 2.51% |
$50.6K - $55.9K
|
38.6K
$2.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
105K+ 402.23% |
$5.62M - $6.21M
|
131K
$8.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 4.28% |
$361K - $398K
|
164K
$10.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.5K+ 5.97% |
$1.26M - $1.39M
|
417K
$26.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
631+ 631.0% |
$33.9K - $37.4K
|
731
$45.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-143- 0.2% |
$7.68K - $8.47K
|
70.4K
$4.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-7.92K- 2.01% |
$425K - $469K
|
386K
$24.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-303- 1.67% |
$16.3K - $17.9K
|
17.8K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 3.43% |
$97.3K - $107K
|
54.7K
$3.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-15- 0.28% |
$805 - $889
|
5.26K
$330K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.17K+ 1.3% |
$62.6K - $69.1K
|
91.2K
$5.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
741+ 11.75% |
$39.8K - $43.9K
|
7.05K
$442K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
263New |
$14.1K - $15.6K
|
263
$16.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
334+ 1.61% |
$17.9K - $19.8K
|
21.1K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
11K+ 42.45% |
$592K - $653K
|
37K
$2.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.76K+ 2.84% |
$417K - $460K
|
281K
$17.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-48.8K- 36.66% |
$2.62M - $2.89M
|
84.4K
$5.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-991- 6.14% |
$53.2K - $58.7K
|
15.1K
$950K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
23+ 0.33% |
$1.23K - $1.36K
|
7K
$439K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.88K+ 9.67% |
$316K - $348K
|
66.7K
$4.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.76K+ 5.51% |
$256K - $282K
|
91.2K
$5.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
38.2K+ 29.42% |
$2.05M - $2.26M
|
168K
$10.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
6.64K+ 6.98% |
$356K - $393K
|
102K
$6.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.3K+ 21.75% |
$1.14M - $1.26M
|
119K
$7.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.32K+ 11.47% |
$125K - $137K
|
22.6K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
3.6K+ 4.47% |
$193K - $213K
|
84.1K
$5.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.67K- 4.78% |
$197K - $217K
|
73.1K
$4.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1.3K+ 2.94% |
$69.8K - $77.1K
|
45.5K
$2.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 34.02% |
$1.77K - $1.95K
|
130
$8.15K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
415+ 1.55% |
$22.3K - $24.6K
|
27.2K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-3.57K- 38.6% |
$192K - $212K
|
5.68K
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5- 0.09% |
$268 - $296
|
5.45K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11.9KNew |
$641K - $708K
|
11.9K
$749K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
27.7K+ 116.25% |
$1.49M - $1.64M
|
51.6K
$3.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-644- 1.83% |
$34.6K - $38.2K
|
34.5K
$2.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.22K+ 1.77% |
$65.5K - $72.3K
|
70K
$4.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
14.8K+ 2.39% |
$792K - $874K
|
633K
$39.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.5K+ 4.39% |
$80.4K - $88.7K
|
35.6K
$2.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
708+ 1.66% |
$38K - $41.9K
|
43.3K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.63K+ 29.6% |
$302K - $334K
|
24.7K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
593+ 13.59% |
$31.8K - $35.1K
|
4.96K
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-117K- 83.72% |
$6.27M - $6.91M
|
22.7K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.23K+ 2.87% |
$281K - $310K
|
187K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
12.6K+ 24.52% |
$674K - $744K
|
63.8K
$4M
|