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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-303- 1.67% |
$16.3K - $17.9K
|
17.8K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 3.43% |
$97.3K - $107K
|
54.7K
$3.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-15- 0.28% |
$805 - $889
|
5.26K
$327K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.17K+ 1.3% |
$62.6K - $69.1K
|
91.2K
$5.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
741+ 11.75% |
$39.8K - $43.9K
|
7.05K
$438K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
263New |
$14.1K - $15.6K
|
263
$16.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
11K+ 42.45% |
$592K - $653K
|
37K
$2.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.76K+ 2.84% |
$417K - $460K
|
281K
$17.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-48.8K- 36.66% |
$2.62M - $2.89M
|
84.4K
$5.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-991- 6.14% |
$53.2K - $58.7K
|
15.1K
$941K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
23+ 0.33% |
$1.23K - $1.36K
|
7K
$435K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.88K+ 9.67% |
$316K - $348K
|
66.7K
$4.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.76K+ 5.51% |
$256K - $282K
|
91.2K
$5.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
38.2K+ 29.42% |
$2.05M - $2.26M
|
168K
$10.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
6.64K+ 6.98% |
$356K - $393K
|
102K
$6.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.3K+ 21.75% |
$1.14M - $1.26M
|
119K
$7.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.32K+ 11.47% |
$125K - $137K
|
22.6K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
1.31K+ 15.22% |
$70.1K - $77.3K
|
9.88K
$614K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
3.62K+ 15.54% |
$194K - $215K
|
26.9K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
42.5KNew |
$2.28M - $2.52M
|
42.5K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
768+ 6.76% |
$41.2K - $45.5K
|
12.1K
$754K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.64K+ 40.09% |
$410K - $453K
|
26.7K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
15K+ 68.62% |
$805K - $889K
|
36.9K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
12.6K+ 24.52% |
$674K - $744K
|
63.8K
$3.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.23K+ 2.87% |
$281K - $310K
|
187K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-117K- 83.72% |
$6.27M - $6.91M
|
22.7K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
593+ 13.59% |
$31.8K - $35.1K
|
4.96K
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.63K+ 29.6% |
$302K - $334K
|
24.7K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
708+ 1.66% |
$38K - $41.9K
|
43.3K
$2.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.5K+ 4.39% |
$80.4K - $88.7K
|
35.6K
$2.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
14.8K+ 2.39% |
$792K - $874K
|
633K
$39.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.22K+ 1.77% |
$65.5K - $72.3K
|
70K
$4.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-644- 1.83% |
$34.6K - $38.2K
|
34.5K
$2.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
27.7K+ 116.25% |
$1.49M - $1.64M
|
51.6K
$3.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11.9KNew |
$641K - $708K
|
11.9K
$742K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5- 0.09% |
$268 - $296
|
5.45K
$339K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-3.57K- 38.6% |
$192K - $212K
|
5.68K
$353K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
415+ 1.55% |
$22.3K - $24.6K
|
27.2K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 34.02% |
$1.77K - $1.95K
|
130
$8.08K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1.3K+ 2.94% |
$69.8K - $77.1K
|
45.5K
$2.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.67K- 4.78% |
$197K - $217K
|
73.1K
$4.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
3.6K+ 4.47% |
$193K - $213K
|
84.1K
$5.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
23.5K+ 22.45% |
$1.26M - $1.39M
|
128K
$7.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-19.6K- 79.59% |
$1.05M - $1.16M
|
5.02K
$312K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-44.3K- 11.52% |
$2.38M - $2.62M
|
340K
$21.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.03K- 21.77% |
$55.5K - $61.2K
|
3.71K
$231K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.56K+ 27.6% |
$352K - $388K
|
30.3K
$1.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
6.92K+ 1.33% |
$371K - $410K
|
526K
$32.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
56K+ 18589.04% |
$3M - $3.31M
|
56.3K
$3.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
142+ 2.26% |
$7.62K - $8.41K
|
6.43K
$400K
|