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 |
---|---|---|---|---|---|---|---|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10.2K- 18.42% |
$542K - $572K
|
45.3K
$2.63M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
301New |
$16K - $16.8K
|
301
$17.5K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.53K- 4.01% |
$81.2K - $85.6K
|
36.7K
$2.13M
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
130K+ 75.22% |
$6.89M - $7.27M
|
303K
$17.6M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1K+ 5.55% |
$53.2K - $56.1K
|
19.1K
$1.11M
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.18K+ 1.35% |
$62.6K - $66K
|
88.4K
$5.13M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39.5K- 20.54% |
$2.09M - $2.21M
|
153K
$8.86M
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
750New |
$39.8K - $42K
|
750
$43.5K
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.82K+ 10.34% |
$521K - $549K
|
105K
$6.08M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.79K+ 19.71% |
$307K - $324K
|
35.1K
$2.04M
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
16.6K+ 17.09% |
$879K - $927K
|
114K
$6.59M
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.1K+ 11.4% |
$590K - $623K
|
109K
$6.31M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.11K+ 46.65% |
$271K - $286K
|
16.1K
$932K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.6K+ 14.22% |
$880K - $928K
|
133K
$7.73M
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 7.96% |
$74.5K - $78.6K
|
19K
$1.1M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-284- 5.59% |
$15.1K - $15.9K
|
4.8K
$278K
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-7.35K- 2.51% |
$390K - $411K
|
286K
$16.6M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
385New |
$20.4K - $21.5K
|
385
$22.3K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-569K- 59.67% |
$30.2M - $31.8M
|
385K
$22.3M
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-67- 0.13% |
$3.55K - $3.75K
|
51.1K
$2.97M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.75K- 0.75% |
$199K - $210K
|
497K
$28.8M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.16K+ 0.61% |
$61.5K - $64.9K
|
193K
$11.2M
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3.51K- 6.65% |
$186K - $197K
|
49.3K
$2.86M
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
1.88K+ 4.44% |
$99.8K - $105K
|
44.2K
$2.57M
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
13K+ 19.57% |
$689K - $727K
|
79.4K
$4.61M
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
16K+ 202.96% |
$848K - $894K
|
23.8K
$1.38M
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.8K+ 24.39% |
$308K - $324K
|
29.6K
$1.72M
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-715- 14.07% |
$37.9K - $40K
|
4.37K
$253K
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9.35K+ 104.16% |
$496K - $523K
|
18.3K
$1.06M
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.02K- 1.04% |
$107K - $113K
|
192K
$11.1M
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-269- 1.7% |
$14.3K - $15.1K
|
15.6K
$903K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19Closed |
$1.01K - $1.06K
|
0
$0
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.26K+ 2.4% |
$173K - $183K
|
139K
$8.08M
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
931+ 4.82% |
$49.4K - $52.1K
|
20.2K
$1.17M
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.87K+ 3.12% |
$152K - $161K
|
95.1K
$5.52M
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.7K+ 15.35% |
$90K - $94.9K
|
12.7K
$740K
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-556- 2.98% |
$29.5K - $31.1K
|
18.1K
$1.05M
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.31K- 9.47% |
$69.3K - $73.1K
|
12.5K
$725K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.19K- 1.61% |
$116K - $122K
|
134K
$7.76M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
72.7K+ 7.12% |
$3.86M - $4.07M
|
1.09M
$63.5M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.72K+ 2.29% |
$91.1K - $96.1K
|
76.7K
$4.45M
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.63K- 6.55% |
$86.6K - $91.3K
|
23.3K
$1.35M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.66K+ 9.09% |
$87.8K - $92.6K
|
19.9K
$1.15M
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-392- 6.53% |
$20.8K - $21.9K
|
5.61K
$326K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
53.6K+ 13.95% |
$2.84M - $3M
|
438K
$25.4M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
186+ 3.45% |
$9.87K - $10.4K
|
5.57K
$323K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.25K+ 8.96% |
$66.3K - $69.9K
|
15.2K
$882K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
973+ 208.8% |
$51.6K - $54.4K
|
1.44K
$83.5K
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.8K- 0.29% |
$95.6K - $101K
|
618K
$35.9M
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-13K- 12.04% |
$691K - $729K
|
95.1K
$5.52M
|