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 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.33K+ 24.0% |
$248K - $274K
|
22.4K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.76K+ 39.12% |
$444K - $492K
|
27.6K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-57.4K- 34.67% |
$3.28M - $3.64M
|
108K
$6.89M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
56.8K+ 133.66% |
$3.25M - $3.6M
|
99.3K
$6.34M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-1.27K- 5.82% |
$72.9K - $80.8K
|
20.6K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
37.9KNew |
$2.17M - $2.4M
|
37.9K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.57K+ 19.27% |
$147K - $163K
|
15.9K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
12+ 0.27% |
$687 - $761
|
4.43K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.57K- 11.62% |
$147K - $163K
|
19.5K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
272+ 27200.0% |
$15.6K - $17.2K
|
273
$17.4K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
4.96K+ 5.36% |
$284K - $315K
|
97.6K
$6.22M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.14KNew |
$351K - $389K
|
6.14K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-365- 3.46% |
$20.9K - $23.1K
|
10.2K
$650K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46.6K- 1.81% |
$2.67M - $2.95M
|
2.53M
$161M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17+ 0.42% |
$973 - $1.08K
|
4.02K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-41- 0.84% |
$2.35K - $2.6K
|
4.83K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.2K- 0.31% |
$1.1M - $1.22M
|
6.12M
$390M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
121K+ 939.73% |
$6.9M - $7.64M
|
133K
$8.51M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 0.44% |
$229 - $254
|
913
$58.2K
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-7.21K- 3.77% |
$413K - $457K
|
184K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
207+ 0.41% |
$11.8K - $13.1K
|
50.3K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.18K- 5.34% |
$67.5K - $74.8K
|
20.9K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.94K+ 5.0% |
$569K - $630K
|
209K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.22% |
$57.2 - $63.4
|
462
$29.5K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
264K+ 12.64% |
$15.1M - $16.7M
|
2.35M
$150M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.1K+ 45.2% |
$2.01M - $2.23M
|
113K
$7.2M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
941+ 8.93% |
$53.8K - $59.6K
|
11.5K
$732K
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-8.01K- 20.16% |
$458K - $508K
|
31.7K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
11.1K+ 9.83% |
$638K - $707K
|
125K
$7.94M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-122- 2.64% |
$6.98K - $7.73K
|
4.5K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.15K+ 47.33% |
$180K - $199K
|
9.79K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.24K+ 23.22% |
$128K - $142K
|
11.9K
$758K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.64K+ 16.96% |
$495K - $548K
|
59.6K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
96+ 0.29% |
$5.49K - $6.09K
|
33.6K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
308+ 6.16% |
$17.6K - $19.5K
|
5.31K
$338K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.24K- 21.63% |
$185K - $205K
|
11.7K
$748K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
252K+ 24.8% |
$14.4M - $16M
|
1.27M
$81M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.6K- 29.12% |
$263K - $292K
|
11.2K
$714K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
500New |
$28.6K - $31.7K
|
500
$31.9K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
4.67KNew |
$267K - $296K
|
4.67K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.68K- 1.17% |
$96.3K - $107K
|
142K
$9.06M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44.4KClosed |
$2.54M - $2.81M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.8K+ 41.11% |
$1.13M - $1.26M
|
68K
$4.34M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-376- 2.0% |
$21.5K - $23.8K
|
18.5K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
6.8K+ 35.74% |
$389K - $431K
|
25.8K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.76K+ 160.32% |
$273K - $302K
|
7.73K
$493K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
568+ 3.92% |
$32.5K - $36K
|
15.1K
$960K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.29K+ 2.45% |
$131K - $145K
|
95.7K
$6.1M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.87K+ 95.47% |
$278K - $308K
|
9.96K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-87.1K- 12.29% |
$4.98M - $5.52M
|
622K
$39.7M
|