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 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
567New |
$32.4K - $35.9K
|
567
$36.2K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.4K+ 5.37% |
$79.8K - $88.4K
|
27.4K
$1.75M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
688K+ 196495.44% |
$39.4M - $43.6M
|
688K
$43.9M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-94.8K- 41.18% |
$5.43M - $6.01M
|
135K
$8.64M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
22.9KNew |
$1.31M - $1.45M
|
22.9K
$1.46M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
36.8K+ 152.43% |
$2.11M - $2.33M
|
61K
$3.89M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
11.3KNew |
$648K - $718K
|
11.3K
$723K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
398+ 1.07% |
$22.8K - $25.2K
|
37.5K
$2.39M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-376- 7.38% |
$21.5K - $23.8K
|
4.72K
$301K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.29K+ 7.93% |
$74K - $82K
|
17.6K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16.6K+ 67.54% |
$952K - $1.06M
|
41.3K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-57.4K- 6.21% |
$3.29M - $3.64M
|
868K
$55.3M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.35K- 3.84% |
$192K - $213K
|
83.9K
$5.35M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
491New |
$28.1K - $31.1K
|
491
$31.3K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 1.2% |
$162K - $179K
|
233K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15.4K+ 3.09% |
$880K - $975K
|
513K
$32.7M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40.1K+ 54.73% |
$2.3M - $2.54M
|
113K
$7.23M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
175New |
$10K - $11.1K
|
175
$11.2K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.5K+ 38.28% |
$1.4M - $1.56M
|
88.7K
$5.66M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-210- 17.36% |
$12K - $13.3K
|
1K
$63.8K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.41K- 3.5% |
$138K - $153K
|
66.4K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.27K- 4.34% |
$72.8K - $80.7K
|
28K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
309+ 6.45% |
$17.7K - $19.6K
|
5.1K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.3K+ 1.89% |
$990K - $1.1M
|
932K
$59.4M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
95.6K+ 11.11% |
$5.47M - $6.06M
|
956K
$61M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
99.2K+ 12.41% |
$5.67M - $6.29M
|
898K
$57.3M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.68K+ 1.2% |
$153K - $170K
|
226K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-18.6K- 8.31% |
$1.07M - $1.18M
|
205K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.75K+ 75.45% |
$215K - $238K
|
8.72K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
7.21K+ 6.1% |
$412K - $457K
|
125K
$7.99M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
706K+ 12.67% |
$40.4M - $44.8M
|
6.28M
$400M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
480K+ 2.96% |
$27.5M - $30.4M
|
16.7M
$1.07B
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-12.9K- 8.7% |
$737K - $817K
|
135K
$8.62M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.04K- 43.25% |
$403K - $447K
|
9.24K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.75K- 7.39% |
$100K - $111K
|
21.9K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-820- 0.72% |
$46.9K - $52K
|
113K
$7.2M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
43.7K+ 17.53% |
$2.5M - $2.77M
|
293K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.2K- 3.21% |
$643K - $712K
|
338K
$21.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
118K+ 3.47% |
$6.75M - $7.48M
|
3.52M
$225M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.8K+ 8.6% |
$2.22M - $2.46M
|
490K
$31.2M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.88K+ 66.06% |
$336K - $373K
|
14.8K
$943K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.44K+ 11.09% |
$426K - $472K
|
74.5K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
5.56K+ 3.28% |
$318K - $352K
|
175K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.22KNew |
$242K - $268K
|
4.22K
$269K
|
|
|
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
$578K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.54K- 11.87% |
$88.2K - $97.7K
|
11.4K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
35.5K+ 97.64% |
$2.03M - $2.25M
|
71.9K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.71K+ 13.14% |
$270K - $299K
|
40.6K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.59K- 13.24% |
$263K - $291K
|
30.1K
$1.92M
|