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 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-200- 0.95% |
$11.4K - $12.7K
|
20.9K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.51K+ 34.37% |
$144K - $159K
|
9.82K
$622K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-147- 0.64% |
$8.41K - $9.32K
|
22.8K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 90.07% |
$129K - $143K
|
4.75K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.54K+ 14.4% |
$145K - $161K
|
20.1K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10.9K- 30.02% |
$626K - $694K
|
25.5K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
8.03K+ 21.19% |
$459K - $509K
|
45.9K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
515K+ 5.72% |
$29.5M - $32.6M
|
9.52M
$603M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
818+ 2.13% |
$46.8K - $51.9K
|
39.2K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
287New |
$16.4K - $18.2K
|
287
$18.2K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-704- 41.31% |
$40.3K - $44.6K
|
1K
$63.4K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.01K+ 111.88% |
$57.7K - $63.9K
|
1.91K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37.9K+ 4.09% |
$2.17M - $2.4M
|
965K
$61.1M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20.1K+ 51.21% |
$1.15M - $1.27M
|
59.2K
$3.75M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
24.4K+ 29.19% |
$1.4M - $1.55M
|
108K
$6.85M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.7K+ 5.33% |
$1.53M - $1.69M
|
527K
$33.4M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 5.67% |
$70.6K - $78.2K
|
23K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
971K+ 9.68% |
$55.6M - $61.6M
|
11M
$697M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-173- 1.24% |
$9.9K - $11K
|
13.7K
$871K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.3K+ 3.04% |
$877K - $972K
|
519K
$32.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
277K+ 6.04% |
$15.8M - $17.5M
|
4.86M
$308M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.05% |
$114 - $127
|
4.3K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
256New |
$14.6K - $16.2K
|
256
$16.2K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
11+ 0.2% |
$629 - $697
|
5.59K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
394K+ 22.4% |
$22.5M - $25M
|
2.15M
$136M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
372KNew |
$21.3M - $23.6M
|
372K
$23.6M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
34K+ 11.37% |
$1.95M - $2.16M
|
333K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.97K- 10.51% |
$112K - $125K
|
16.7K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.35KNew |
$420K - $466K
|
7.35K
$465K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
129+ 2.41% |
$7.38K - $8.18K
|
5.49K
$348K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
1.22K+ 1.02% |
$69.9K - $77.5K
|
120K
$7.63M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.42K+ 24.65% |
$196K - $217K
|
17.3K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-189- 1.31% |
$10.8K - $12K
|
14.3K
$903K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.77K+ 8.47% |
$330K - $366K
|
74K
$4.69M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.4K- 1.77% |
$1.45M - $1.61M
|
1.41M
$89.3M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
512New |
$29.3K - $32.5K
|
512
$32.4K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.82K+ 11.31% |
$333K - $369K
|
57.3K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.43K+ 119.72% |
$425K - $471K
|
13.6K
$863K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.01% |
$57.2 - $63.4
|
8.89K
$563K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.27K- 1.88% |
$358K - $397K
|
326K
$20.7M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.95KNew |
$283K - $314K
|
4.95K
$314K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
42.9K+ 92.86% |
$2.46M - $2.72M
|
89.2K
$5.65M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$57.2 - $63.4
|
4.13K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2K- 13.13% |
$114K - $126K
|
13.2K
$836K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.37K- 45.08% |
$421K - $467K
|
8.97K
$568K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-220- 1.18% |
$12.6K - $13.9K
|
18.5K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
199K+ 15.05% |
$11.4M - $12.6M
|
1.52M
$96.2M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
91.8K+ 7.75% |
$5.25M - $5.82M
|
1.28M
$80.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
434K+ 7.7% |
$24.9M - $27.5M
|
6.07M
$385M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.28K+ 0.37% |
$73.4K - $81.3K
|
351K
$22.2M
|