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 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
8.96K+ 10.44% |
$512K - $568K
|
94.8K
$6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-24.4K- 2.88% |
$1.4M - $1.55M
|
822K
$52.1M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
34+ 0.6% |
$1.95K - $2.16K
|
5.75K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.81K+ 71.22% |
$161K - $178K
|
6.76K
$428K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
125+ 3.22% |
$7.15K - $7.92K
|
4.01K
$254K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-124- 0.36% |
$7.1K - $7.86K
|
34.1K
$2.16M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.8K+ 10.94% |
$847K - $938K
|
150K
$9.51M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.58K- 10.07% |
$90.3K - $100K
|
14.1K
$892K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
55+ 36.18% |
$3.15K - $3.49K
|
207
$13.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.5K+ 7.36% |
$715K - $793K
|
182K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49K+ 11.46% |
$2.8M - $3.11M
|
476K
$30.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
401+ 0.29% |
$22.9K - $25.4K
|
141K
$8.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.4K+ 19.84% |
$194K - $215K
|
20.5K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.02K+ 6.4% |
$58.5K - $64.8K
|
17K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.01K- 2.5% |
$115K - $128K
|
78.4K
$4.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
25.3K+ 28.83% |
$1.45M - $1.6M
|
113K
$7.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-16.6K- 12.17% |
$948K - $1.05M
|
120K
$7.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.47K- 6.95% |
$256K - $283K
|
59.8K
$3.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.41K- 69.67% |
$538K - $597K
|
4.1K
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-380- 1.0% |
$21.7K - $24.1K
|
37.6K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.76K- 12.64% |
$501K - $555K
|
60.5K
$3.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.31K+ 11.7% |
$361K - $400K
|
60.3K
$3.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-18.1K- 24.04% |
$1.04M - $1.15M
|
57.2K
$3.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-970- 1.39% |
$55.5K - $61.5K
|
69K
$4.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.2K+ 8.63% |
$984K - $1.09M
|
216K
$13.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.02K+ 1.64% |
$115K - $128K
|
125K
$7.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.96K+ 4.48% |
$226K - $251K
|
92.3K
$5.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
17.4K+ 59.62% |
$994K - $1.1M
|
46.5K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.8K+ 4.78% |
$275K - $304K
|
105K
$6.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.54K- 14.46% |
$374K - $415K
|
38.7K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
130K+ 15.48% |
$7.46M - $8.27M
|
973K
$61.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
322+ 6.39% |
$18.4K - $20.4K
|
5.36K
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
263+ 4.9% |
$15K - $16.7K
|
5.63K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 9.9% |
$126K - $140K
|
24.5K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.02K- 1.06% |
$58.5K - $64.8K
|
95.5K
$6.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
466+ 224.04% |
$26.7K - $29.5K
|
674
$42.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
334K+ 10.83% |
$19.1M - $21.2M
|
3.42M
$217M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.14KNew |
$237K - $262K
|
4.14K
$262K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
45K+ 16.42% |
$2.57M - $2.85M
|
319K
$20.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.8K+ 24.62% |
$274K - $304K
|
24.3K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-108- 0.53% |
$6.18K - $6.85K
|
20.2K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
244+ 2.71% |
$14K - $15.5K
|
9.26K
$587K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
18.6K+ 18.87% |
$1.06M - $1.18M
|
117K
$7.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
806New |
$46.1K - $51.1K
|
806
$51.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.9KNew |
$223K - $247K
|
3.9K
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-471- 0.65% |
$27K - $29.9K
|
71.5K
$4.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
547+ 2.11% |
$31.3K - $34.7K
|
26.5K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.64K+ 5.3% |
$495K - $548K
|
172K
$10.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-210- 1.33% |
$12K - $13.3K
|
15.5K
$984K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
96.9K+ 13.28% |
$5.54M - $6.14M
|
826K
$52.4M
|