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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.31KNew |
$56.9K - $68.2K
|
1.31K
$87.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.17KNew |
$50.6K - $60.6K
|
1.17K
$78K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
823New |
$35.8K - $42.8K
|
823
$55.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
810New |
$35.2K - $42.2K
|
810
$54.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
690New |
$30K - $35.9K
|
690
$46.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
555New |
$24.1K - $28.9K
|
555
$37.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
524New |
$22.8K - $27.3K
|
524
$35.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
512New |
$22.2K - $26.6K
|
512
$34.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
439New |
$19.1K - $22.8K
|
439
$29.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
215New |
$9.34K - $11.2K
|
215
$14.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200New |
$8.69K - $10.4K
|
200
$13.4K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
9.11KNew |
$415K - $452K
|
9.11K
$610K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
6.24KNew |
$284K - $309K
|
6.24K
$418K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.45KNew |
$248K - $270K
|
5.45K
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.35KNew |
$244K - $265K
|
5.35K
$358K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.61KNew |
$210K - $228K
|
4.61K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.94KNew |
$134K - $146K
|
2.94K
$197K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
444+ 2.92% |
$20.2K - $22K
|
15.7K
$1.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
300New |
$13.7K - $14.9K
|
300
$20.1K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
224New |
$10.2K - $11.1K
|
224
$15K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
108+ 0.49% |
$4.92K - $5.35K
|
22.1K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$45.6 - $49.6
|
1
$66.9
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
81.1KNew |
$3.47M - $3.83M
|
81.1K
$5.43M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
61.9KNew |
$2.65M - $2.92M
|
61.9K
$4.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.93KNew |
$425K - $469K
|
9.93K
$665K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
9.65K+ 19.3% |
$413K - $456K
|
59.6K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.29KNew |
$98.2K - $108K
|
2.29K
$153K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.15K+ 20.89% |
$91.9K - $101K
|
12.4K
$831K
|
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.64K+ 1.69% |
$70.3K - $77.5K
|
98.8K
$6.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.1KNew |
$47K - $51.8K
|
1.1K
$73.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
991New |
$42.4K - $46.8K
|
991
$66.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
677+ 4.43% |
$29K - $32K
|
16K
$1.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
516New |
$22.1K - $24.4K
|
516
$34.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
282New |
$12.1K - $13.3K
|
282
$18.9K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
204+ 2.07% |
$8.74K - $9.64K
|
10K
$672K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
122New |
$5.23K - $5.76K
|
122
$8.17K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
114New |
$4.88K - $5.39K
|
114
$7.63K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100+ 50.0% |
$4.28K - $4.73K
|
300
$20.1K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
11+ 0.16% |
$471 - $520
|
6.98K
$467K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
131KNew |
$5.59M - $6.41M
|
131K
$8.77M
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
45.6KNew |
$1.95M - $2.23M
|
45.6K
$3.05M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
42.3KNew |
$1.8M - $2.07M
|
42.3K
$2.83M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.5KNew |
$577K - $662K
|
13.5K
$906K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.83KNew |
$334K - $383K
|
7.83K
$524K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6.6KNew |
$281K - $323K
|
6.6K
$441K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.13K+ 7.73% |
$90.8K - $104K
|
29.7K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.92K+ 34.3% |
$82K - $94.1K
|
7.53K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.73KNew |
$73.6K - $84.4K
|
1.73K
$115K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
208New |
$8.87K - $10.2K
|
208
$13.9K
|
|