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 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
199K+ 15.05% |
$11.4M - $12.6M
|
1.52M
$96.9M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
91.8K+ 7.75% |
$5.25M - $5.82M
|
1.28M
$81.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
434K+ 7.7% |
$24.9M - $27.5M
|
6.07M
$387M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
655+ 3.29% |
$37.5K - $41.5K
|
20.6K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-786- 1.68% |
$45K - $49.8K
|
46.1K
$2.94M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 1.03% |
$57.2 - $63.4
|
98
$6.25K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-295- 8.62% |
$16.9K - $18.7K
|
3.13K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 39.15% |
$71.4K - $79K
|
4.43K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26.5K+ 16.99% |
$1.52M - $1.68M
|
183K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
9.28KNew |
$531K - $588K
|
9.28K
$592K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-152K- 20.96% |
$8.68M - $9.62M
|
572K
$36.5M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
845+ 3.14% |
$48.4K - $53.6K
|
27.8K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-632- 9.83% |
$36.2K - $40.1K
|
5.8K
$370K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14K- 43.69% |
$803K - $890K
|
18.1K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.52K- 7.23% |
$86.9K - $96.2K
|
19.5K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.09K+ 46.32% |
$177K - $196K
|
9.75K
$622K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
81New |
$4.63K - $5.13K
|
81
$5.17K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
133+ 0.93% |
$7.61K - $8.43K
|
14.5K
$924K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.36K- 35.29% |
$77.8K - $86.2K
|
2.49K
$159K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
85.5K+ 69.87% |
$4.89M - $5.42M
|
208K
$13.3M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.34K- 7.87% |
$191K - $211K
|
39.1K
$2.49M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
567+ 1.0% |
$32.4K - $35.9K
|
57K
$3.64M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
731+ 3.67% |
$41.8K - $46.3K
|
20.7K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
21.8K+ 72.23% |
$1.25M - $1.38M
|
52K
$3.32M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
700+ 4.01% |
$40.1K - $44.4K
|
18.2K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-12.5K- 7.69% |
$716K - $793K
|
150K
$9.58M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.63K+ 6.58% |
$150K - $167K
|
42.5K
$2.71M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-2.56K- 2.33% |
$146K - $162K
|
107K
$6.82M
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
7.5K+ 27.46% |
$429K - $476K
|
34.8K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-477- 2.16% |
$27.3K - $30.2K
|
21.6K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15K+ 2.69% |
$859K - $951K
|
574K
$36.6M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.65K+ 0.85% |
$94.5K - $105K
|
196K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
437+ 5.76% |
$25K - $27.7K
|
8.02K
$512K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.24K+ 22.03% |
$185K - $205K
|
17.9K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
542+ 4.89% |
$31K - $34.4K
|
11.6K
$741K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13.2K+ 22.15% |
$753K - $834K
|
72.6K
$4.63M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-4.29K- 2.14% |
$245K - $272K
|
196K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
3.43KNew |
$196K - $218K
|
3.43K
$219K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-97.2K- 25.26% |
$5.56M - $6.16M
|
288K
$18.3M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.58KNew |
$205K - $227K
|
3.58K
$228K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
3.81K+ 1.23% |
$218K - $242K
|
315K
$20.1M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-56.2K- 18.85% |
$3.21M - $3.56M
|
242K
$15.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.38M+ 11.17% |
$136M - $151M
|
23.7M
$1.51B
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.4K+ 10.42% |
$79.9K - $88.5K
|
14.8K
$944K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
42New |
$2.4K - $2.66K
|
42
$2.68K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.79K+ 8.42% |
$446K - $494K
|
100K
$6.4M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
98.9K+ 102.73% |
$5.66M - $6.27M
|
195K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.37K+ 3.91% |
$193K - $214K
|
89.6K
$5.71M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
21.2K+ 18.57% |
$1.21M - $1.34M
|
135K
$8.62M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.1K+ 4.49% |
$292K - $323K
|
119K
$7.57M
|