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 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-796- 7.47% |
$45.5K - $50.5K
|
9.85K
$628K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
6.47K+ 8.03% |
$370K - $410K
|
86.9K
$5.54M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
25.7K+ 55.68% |
$1.47M - $1.63M
|
71.9K
$4.58M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.18K+ 1.3% |
$67.2K - $74.5K
|
91.6K
$5.85M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
224New |
$12.8K - $14.2K
|
224
$14.3K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
7.71K+ 4.12% |
$441K - $489K
|
195K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.56K+ 2.3% |
$204K - $225K
|
158K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.5K+ 2.94% |
$945K - $1.05M
|
578K
$36.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
237K+ 9.63% |
$13.6M - $15M
|
2.7M
$172M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-170- 3.15% |
$9.73K - $10.8K
|
5.23K
$334K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.3K+ 25.88% |
$935K - $1.04M
|
79.5K
$5.07M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.86KNew |
$335K - $371K
|
5.86K
$374K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
57.4K+ 772.81% |
$3.28M - $3.64M
|
64.8K
$4.13M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-100- 0.6% |
$5.72K - $6.34K
|
16.5K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.55% |
$172 - $190
|
549
$35K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.04% |
$114 - $127
|
4.69K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
67.3K+ 3.67% |
$3.85M - $4.27M
|
1.9M
$121M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-14.6K- 1.31% |
$836K - $926K
|
1.1M
$70.2M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
28.4K+ 18.57% |
$1.63M - $1.8M
|
182K
$11.6M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.33K+ 8.56% |
$133K - $148K
|
29.5K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.5K+ 1.29% |
$486K - $539K
|
669K
$42.6M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
337+ 35.51% |
$19.3K - $21.4K
|
1.29K
$82K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.71K+ 287.08% |
$556K - $615K
|
13.1K
$835K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.8K+ 20.89% |
$845K - $936K
|
85.5K
$5.45M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5.16K+ 11.94% |
$295K - $327K
|
48.4K
$3.09M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
36.4KNew |
$2.09M - $2.31M
|
36.4K
$2.32M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.81K+ 1.9% |
$218K - $241K
|
205K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
79+ 0.44% |
$4.52K - $5.01K
|
17.9K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
5.23K+ 0.99% |
$299K - $332K
|
534K
$34.1M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.84K+ 12.35% |
$220K - $244K
|
35K
$2.23M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$172 - $190
|
17.6K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-25K- 13.0% |
$1.43M - $1.58M
|
167K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-204- 3.04% |
$11.7K - $12.9K
|
6.52K
$416K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.5K+ 26.86% |
$1.11M - $1.23M
|
92K
$5.87M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.82K+ 1.77% |
$104K - $115K
|
105K
$6.68M
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 4.51% |
$11.4K - $12.7K
|
4.24K
$270K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-895- 10.49% |
$51.2K - $56.7K
|
7.64K
$487K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
74+ 0.72% |
$4.23K - $4.69K
|
10.4K
$664K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
35+ 9.97% |
$2K - $2.22K
|
386
$24.6K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-912- 58.13% |
$52.2K - $57.8K
|
657
$41.9K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-562- 14.1% |
$32.2K - $35.6K
|
3.43K
$218K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-393- 4.23% |
$22.5K - $24.9K
|
8.89K
$567K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-83- 2.15% |
$4.75K - $5.26K
|
3.78K
$241K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
726+ 3.71% |
$41.5K - $46K
|
20.3K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
8.96K+ 10.44% |
$512K - $568K
|
94.8K
$6.04M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-24.4K- 2.88% |
$1.4M - $1.55M
|
822K
$52.4M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.81K+ 71.22% |
$161K - $178K
|
6.76K
$431K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
125+ 3.22% |
$7.15K - $7.92K
|
4.01K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-124- 0.36% |
$7.1K - $7.86K
|
34.1K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.8K+ 10.94% |
$847K - $938K
|
150K
$9.57M
|