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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
1.12K+ 22.4% |
$59.4K - $62.7K
|
6.12K
$355K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
124+ 0.86% |
$6.58K - $6.94K
|
14.6K
$848K
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
81.8K+ 18.7% |
$4.34M - $4.57M
|
519K
$30.1M
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
598+ 7.43% |
$31.7K - $33.5K
|
8.65K
$502K
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-44- 0.14% |
$2.33K - $2.46K
|
30.5K
$1.77M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
50.9K+ 171.36% |
$2.7M - $2.85M
|
80.5K
$4.67M
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-860- 65.6% |
$45.6K - $48.1K
|
451
$26.2K
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
618+ 12.84% |
$32.8K - $34.6K
|
5.43K
$315K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
210K+ 4.76% |
$11.2M - $11.8M
|
4.63M
$269M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.7K+ 1.92% |
$90.2K - $95.2K
|
90.1K
$5.23M
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
298+ 0.23% |
$15.8K - $16.7K
|
129K
$7.48M
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.62K+ 7.88% |
$457K - $482K
|
118K
$6.85M
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
80.3K+ 592.04% |
$4.26M - $4.49M
|
93.8K
$5.45M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.83K+ 1.41% |
$150K - $158K
|
203K
$11.8M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.49K- 0.39% |
$132K - $139K
|
645K
$37.4M
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-46- 0.68% |
$2.44K - $2.57K
|
6.72K
$390K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
52.4K+ 12.51% |
$2.78M - $2.93M
|
471K
$27.3M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-318- 1.78% |
$16.9K - $17.8K
|
17.5K
$1.02M
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
8.69K+ 119.74% |
$461K - $486K
|
15.9K
$926K
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.05K- 3.82% |
$321K - $338K
|
152K
$8.82M
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.44K+ 5.3% |
$129K - $137K
|
48.5K
$2.82M
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
171K+ 69.42% |
$9.07M - $9.56M
|
417K
$24.2M
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
558New |
$29.6K - $31.2K
|
558
$32.4K
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.62K- 9.14% |
$139K - $147K
|
26.1K
$1.51M
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
12.7KNew |
$673K - $710K
|
12.7K
$736K
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-290- 0.3% |
$15.4K - $16.2K
|
94.8K
$5.5M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.2K- 3.51% |
$223K - $235K
|
115K
$6.69M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.72K+ 7.67% |
$356K - $376K
|
94.3K
$5.47M
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.66KNew |
$247K - $260K
|
4.66K
$270K
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.37K+ 43.24% |
$232K - $245K
|
14.5K
$841K
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-14.3K- 49.31% |
$759K - $801K
|
14.7K
$854K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-587- 1.01% |
$31.1K - $32.8K
|
57.8K
$3.35M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.13K- 7.12% |
$60.1K - $63.4K
|
14.8K
$858K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.31K+ 21.16% |
$494K - $521K
|
53.3K
$3.09M
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-56.1K- 91.64% |
$2.97M - $3.14M
|
5.12K
$297K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
612New |
$32.5K - $34.2K
|
612
$35.5K
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-532- 2.33% |
$28.2K - $29.8K
|
22.3K
$1.29M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.34K+ 2.41% |
$230K - $243K
|
184K
$10.7M
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.42K+ 8.06% |
$341K - $359K
|
86.1K
$5M
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-2.85K- 1.87% |
$151K - $159K
|
150K
$8.68M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5.25K- 2.3% |
$278K - $294K
|
223K
$12.9M
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.62K- 2.87% |
$457K - $482K
|
292K
$16.9M
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
48.4K+ 71.57% |
$2.56M - $2.71M
|
116K
$6.73M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.5K- 5.65% |
$609K - $642K
|
192K
$11.1M
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
11.7K+ 3.01% |
$620K - $654K
|
400K
$23.2M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
133K+ 203.82% |
$7.08M - $7.46M
|
199K
$11.5M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-300- 1.93% |
$15.9K - $16.8K
|
15.2K
$885K
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
123KNew |
$6.53M - $6.89M
|
123K
$7.14M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 60.34% |
$159K - $167K
|
1.97K
$114K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.34K- 6.37% |
$124K - $131K
|
34.3K
$1.99M
|