Latest Institutional Purchases of First Trust Rising Dividend Ac (RDVY)

RDVY Quotes by TradingView

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
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
1
New
$45.6 - $49.6
1 $63.4
Q2 2023
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
81.1K
New
$3.47M - $3.83M
81.1K $5.14M
Oct 30, 2023 Q2 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 PUT
61.9K
New
$2.65M - $2.92M
61.9K $3.92M
Jul 24, 2023 Q2 2023
Accurate Wealth Management, LLC

BUY
 -
9.93K
New
$425K - $469K
9.93K $629K
Aug 08, 2023 Q2 2023
Concentrum Wealth Management

BUY
 -
9.65K
+ 19.3%
$413K - $456K
59.6K $3.78M
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
2.29K
New
$98.2K - $108K
2.29K $145K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
2.15K
+ 20.89%
$91.9K - $101K
12.4K $787K
Aug 18, 2023 Q2 2023
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
1.64K
+ 1.69%
$70.3K - $77.5K
98.8K $6.26M
Jul 18, 2023 Q2 2023
Northwest Bank & Trust CO

Davenport, IA
BUY
 -
1.1K
New
$47K - $51.8K
1.1K $69.5K
Jul 13, 2023 Q2 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
991
New
$42.4K - $46.8K
991 $62.8K
Jul 25, 2023 Q2 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
516
New
$22.1K - $24.4K
516 $32.7K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
282
New
$12.1K - $13.3K
282 $17.9K
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
204
+ 2.07%
$8.74K - $9.64K
10K $637K
Jun 28, 2024 Q2 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
122
New
$5.23K - $5.76K
122 $7.73K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
115
+ 13.47%
$4.93K - $5.43K
969 $61.4K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
114
New
$4.88K - $5.39K
114 $7.22K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
100
+ 50.0%
$4.28K - $4.73K
300 $19K
Sep 12, 2023 Q2 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
11
+ 0.16%
$471 - $520
6.98K $442K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
0
New
$0 - $0
0 $0
Q1 2023
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
131K
New
$5.59M - $6.41M
131K $8.3M
Apr 25, 2023 Q1 2023
Bullseye Investment Management, LLC

BUY
 -
45.6K
New
$1.95M - $2.23M
45.6K $2.89M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
42.3K
New
$1.8M - $2.07M
42.3K $2.68M
May 12, 2023 Q1 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
13.5K
New
$577K - $662K
13.5K $858K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
7.83K
New
$334K - $383K
7.83K $496K
May 03, 2023 Q1 2023
Vista Capital Partners, Inc.

BUY
 -
6.6K
New
$281K - $323K
6.6K $418K
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
2.13K
+ 7.73%
$90.8K - $104K
29.7K $1.88M
May 12, 2023 Q1 2023
Jackson Wealth Management, LLC

BUY
 -
1.92K
+ 34.3%
$82K - $94.1K
7.53K $477K
May 15, 2023 Q1 2023
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
1.73K
New
$73.6K - $84.4K
1.73K $109K
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
208
New
$8.87K - $10.2K
208 $13.2K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
120
New
$5.12K - $5.87K
120 $7.6K
Apr 20, 2023 Q1 2023
Riverview Trust CO

BUY
 -
74
New
$3.16K - $3.62K
74 $4.69K
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
56
New
$2.39K - $2.74K
56 $3.55K
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
40
New
$1.71K - $1.96K
40 $2.53K
Q4 2022
Feb 02, 2023 Q4 2022
Sg Americas Securities, LLC

BUY
 -
17K
New
$669K - $800K
17K $1.08M
Feb 27, 2023 Q4 2022
Gallagher Benefit Services, Inc.

Rolling Meadows, IL
BUY
 -
6.58K
New
$259K - $310K
6.58K $417K
Feb 01, 2023 Q4 2022
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
5K
New
$197K - $235K
5K $317K
Feb 14, 2023 Q4 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
2.31K
+ 8.3%
$90.8K - $109K
30.1K $1.91M
Jan 31, 2023 Q4 2022
Westside Investment Management, Inc.

BUY
 -
1.5K
+ 32.11%
$59K - $70.6K
6.17K $391K
Jan 19, 2023 Q4 2022
Arlington Partners LLC

BUY
 -
302
New
$11.9K - $14.2K
302 $19.1K
Feb 16, 2023 Q4 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
196
New
$7.71K - $9.22K
196 $12.4K
Jan 19, 2023 Q4 2022
S.C. Financial Services, Inc.

BUY
 -
146
+ 2.72%
$5.74K - $6.87K
5.51K $349K
Feb 09, 2023 Q4 2022
Hamilton Wealth, LLC

BUY
 -
50
+ 0.56%
$1.97K - $2.35K
9.05K $573K
Q3 2022
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
85.3K
+ 24.71%
$3.32M - $3.96M
431K $27.3M
Oct 19, 2022 Q3 2022
Saxon Interests, Inc.

BUY
 -
39.8K
+ 51.28%
$1.55M - $1.85M
118K $7.45M
Nov 10, 2022 Q3 2022
Warwick Investment Management, Inc.

BUY
 -
7.76K
New
$302K - $360K
7.76K $492K
Nov 14, 2022 Q3 2022
Wolverine Trading, LLC

Chicago, IL
BUY
 CALL
5.4K
New
$210K - $251K
5.4K $342K
Nov 14, 2022 Q3 2022
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
2K
+ 20.0%
$77.8K - $92.8K
12K $760K
Oct 21, 2022 Q3 2022
Tfc Financial Management

BUY
 -
631
New
$24.5K - $29.3K
631 $40K
Nov 14, 2022 Q3 2022
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
317
+ 12.77%
$12.3K - $14.7K
2.8K $177K

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