Latest Institutional Purchases of First Trust Rising Dividend Ac (RDVY)
This list provides information on the latest institutional transactions involving First Trust Rising Dividend Ac (RDVY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
74New |
$3.16K - $3.62K
|
74
$4.72K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
56New |
$2.39K - $2.74K
|
56
$3.57K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
40New |
$1.71K - $1.96K
|
40
$2.55K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$42.7 - $48.9
|
1
$63.8
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
17KNew |
$669K - $800K
|
17K
$1.09M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.58KNew |
$259K - $310K
|
6.58K
$420K
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5KNew |
$197K - $235K
|
5K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.31K+ 8.3% |
$90.8K - $109K
|
30.1K
$1.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.5K+ 32.11% |
$59K - $70.6K
|
6.17K
$394K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
302New |
$11.9K - $14.2K
|
302
$19.3K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
196New |
$7.71K - $9.22K
|
196
$12.5K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
146+ 2.72% |
$5.74K - $6.87K
|
5.51K
$352K
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
50+ 0.56% |
$1.97K - $2.35K
|
9.05K
$578K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
85.3K+ 24.71% |
$3.32M - $3.96M
|
431K
$27.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
39.8K+ 51.28% |
$1.55M - $1.85M
|
118K
$7.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
7.76KNew |
$302K - $360K
|
7.76K
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.4KNew |
$210K - $251K
|
5.4K
$345K
|
|
|
Oct 13, 2022
Q3 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
3.66K+ 2.19% |
$142K - $170K
|
171K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2K+ 20.0% |
$77.8K - $92.8K
|
12K
$766K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
631New |
$24.5K - $29.3K
|
631
$40.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
317+ 12.77% |
$12.3K - $14.7K
|
2.8K
$179K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
255New |
$9.91K - $11.8K
|
255
$16.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
185New |
$7.19K - $8.59K
|
185
$11.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
157+ 2.96% |
$6.1K - $7.29K
|
5.46K
$349K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
120New |
$4.67K - $5.57K
|
120
$7.66K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
63New |
$2.45K - $2.92K
|
63
$4.02K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$738K - $897K
|
18.3K
$1.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
9.42K+ 14.85% |
$381K - $463K
|
72.9K
$4.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.33K+ 28.27% |
$377K - $458K
|
42.3K
$2.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.63K+ 7.17% |
$228K - $277K
|
84.2K
$5.38M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
4.84K+ 118.12% |
$196K - $238K
|
8.93K
$570K
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.02K+ 4.78% |
$122K - $148K
|
66.2K
$4.23M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.06KNew |
$83.3K - $101K
|
2.06K
$132K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
555+ 6.85% |
$22.4K - $27.3K
|
8.65K
$552K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
185New |
$7.48K - $9.09K
|
185
$11.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
91New |
$3.68K - $4.47K
|
91
$5.81K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
73.1KNew |
$3.41M - $3.86M
|
73.1K
$4.67M
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
8.67KNew |
$404K - $458K
|
8.67K
$554K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
110New |
$5.13K - $5.81K
|
110
$7.02K
|
|
| Q4 2021 | |||||||
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
270New |
$12.9K - $14.1K
|
270
$17.2K
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
95KNew |
$4.38M - $4.69M
|
95K
$6.07M
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
11New |
$507 - $543
|
11
$702
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.49KNew |
$97.5K - $114K
|
2.49K
$159K
|
|
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
147New |
$5.75K - $6.74K
|
147
$9.38K
|
|
| Q4 2020 | |||||||
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
407New |
$13K - $16.3K
|
407
$26K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.82K+ 6.1% |
$43.7K - $61.7K
|
31.7K
$2.02M
|
|
|
Aug 06, 2020
Q2 2020
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$41.4K - $58.4K
|
1.73K
$110K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
228KNew |
$6.78M - $7.28M
|
228K
$14.6M
|
|
| Q1 2018 | |||||||
|
Apr 12, 2018
Q1 2018
|
First Command Financial Services, Inc.
|
BUY
|
- |
417New |
$12K - $13.3K
|
417
$26.6K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$27.6 - $27.9
|
1
$63.8
|
|