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 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3+ 0.02% |
$159 - $168
|
14.9K
$934K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23.5K+ 53.8% |
$1.25M - $1.31M
|
67.1K
$4.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-16.8K- 55.14% |
$890K - $938K
|
13.6K
$856K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.95K+ 7.99% |
$156K - $165K
|
39.8K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-11K- 56.87% |
$585K - $617K
|
8.37K
$525K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-30.5K- 73.25% |
$1.62M - $1.71M
|
11.1K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
135K+ 14.67% |
$7.16M - $7.55M
|
1.05M
$66.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.13K+ 16.65% |
$113K - $119K
|
14.9K
$935K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14K+ 1.5% |
$741K - $781K
|
943K
$59.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-977- 18.61% |
$51.8K - $54.7K
|
4.27K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-84- 7.58% |
$4.46K - $4.7K
|
1.02K
$64.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.34K- 12.76% |
$390K - $411K
|
50.2K
$3.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.87K+ 18.11% |
$258K - $272K
|
31.7K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.7K+ 4.64% |
$3.86M - $4.07M
|
1.64M
$103M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
208K+ 2.43% |
$11M - $11.6M
|
8.76M
$549M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.2K+ 4.77% |
$2.08M - $2.19M
|
861K
$54M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.3KNew |
$866K - $913K
|
16.3K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.02K+ 2.47% |
$54K - $56.9K
|
42.3K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.66K+ 6.0% |
$88.2K - $93K
|
29.4K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.13KNew |
$219K - $231K
|
4.13K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
647+ 25.9% |
$34.3K - $36.2K
|
3.15K
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.64K- 7.88% |
$246K - $259K
|
54.2K
$3.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-165K- 5.22% |
$8.73M - $9.21M
|
2.99M
$188M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-598- 12.95% |
$31.7K - $33.5K
|
4.02K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.62K+ 12.46% |
$404K - $427K
|
68.8K
$4.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-40.9KClosed |
$2.17M - $2.29M
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.9K+ 42.67% |
$260K - $274K
|
16.4K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
944+ 5.6% |
$50.1K - $52.8K
|
17.8K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
13.2K+ 26.81% |
$700K - $738K
|
62.4K
$3.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.21K- 3.55% |
$276K - $291K
|
141K
$8.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.3KNew |
$281K - $297K
|
5.3K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.28K+ 16.0% |
$67.8K - $71.5K
|
9.27K
$581K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24.9K+ 3.61% |
$1.32M - $1.39M
|
715K
$44.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
285K+ 7.37% |
$15.1M - $15.9M
|
4.14M
$260M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-136- 34.61% |
$7.21K - $7.61K
|
257
$16.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
23.2KNew |
$1.23M - $1.3M
|
23.2K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-417- 4.67% |
$22.1K - $23.3K
|
8.5K
$533K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-85- 1.03% |
$4.51K - $4.76K
|
8.2K
$514K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$53.1 - $56
|
4.12K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
6.67K+ 100.0% |
$354K - $373K
|
13.3K
$837K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.6KNew |
$986K - $1.04M
|
18.6K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
39+ 0.72% |
$2.07K - $2.18K
|
5.49K
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
52+ 0.93% |
$2.76K - $2.91K
|
5.67K
$355K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.5K+ 5.32% |
$929K - $980K
|
347K
$21.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
210K+ 420.35% |
$11.1M - $11.8M
|
260K
$16.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-163K- 92.8% |
$8.62M - $9.09M
|
12.6K
$791K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
59.5KNew |
$3.15M - $3.33M
|
59.5K
$3.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.3K+ 2.53% |
$915K - $965K
|
699K
$43.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5.67K+ 7.49% |
$301K - $317K
|
81.3K
$5.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.32% |
$53.1 - $56
|
309
$19.4K
|