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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.77KNew |
$94.9K - $105K
|
1.77K
$110K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.75KNew |
$93.9K - $104K
|
1.75K
$109K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.75K+ 29.77% |
$93.9K - $104K
|
7.63K
$474K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.73K+ 2.89% |
$92.7K - $102K
|
61.5K
$3.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.71K+ 15.21% |
$92K - $101K
|
13K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.71K+ 9.52% |
$91.7K - $101K
|
19.7K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.67K+ 1.42% |
$89.7K - $99K
|
120K
$7.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.59K+ 10.24% |
$85.5K - $94.3K
|
17.1K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.52K+ 8.11% |
$81.5K - $90K
|
20.2K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.5K+ 4.39% |
$80.4K - $88.7K
|
35.6K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.41K+ 273.45% |
$75.7K - $83.6K
|
1.93K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 7.92% |
$73.2K - $80.7K
|
18.6K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.35K+ 6.92% |
$72.6K - $80.1K
|
20.9K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.35K+ 1.97% |
$72.5K - $80K
|
69.8K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.32K+ 14.2% |
$70.6K - $78K
|
10.6K
$658K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
1.31K+ 15.22% |
$70.1K - $77.3K
|
9.88K
$614K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
1.3K+ 18.86% |
$69.9K - $77.1K
|
8.21K
$510K
|
|
|
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
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.22K+ 1.77% |
$65.5K - $72.3K
|
70K
$4.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.2K+ 8.27% |
$64.3K - $71K
|
15.7K
$974K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.2K+ 22.85% |
$64.2K - $70.9K
|
6.43K
$399K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.19K+ 23.34% |
$64.1K - $70.7K
|
6.31K
$392K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.17K+ 1.3% |
$62.6K - $69.1K
|
91.2K
$5.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1K+ 476.19% |
$53.7K - $59.2K
|
1.21K
$75.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
983+ 8.25% |
$52.8K - $58.2K
|
12.9K
$801K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
943+ 2.51% |
$50.6K - $55.9K
|
38.6K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
940+ 17.22% |
$50.5K - $55.7K
|
6.4K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
916+ 5.9% |
$49.2K - $54.3K
|
16.4K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
896+ 5.0% |
$48.1K - $53.1K
|
18.8K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
887+ 2.52% |
$47.6K - $52.5K
|
36K
$2.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
851+ 10.59% |
$45.7K - $50.4K
|
8.89K
$552K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
768+ 6.76% |
$41.2K - $45.5K
|
12.1K
$754K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
741+ 11.75% |
$39.8K - $43.9K
|
7.05K
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
733+ 35.84% |
$39.3K - $43.4K
|
2.78K
$173K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
712+ 1.63% |
$38.2K - $42.2K
|
44.4K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
708+ 1.66% |
$38K - $41.9K
|
43.3K
$2.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
701+ 3.98% |
$37.6K - $41.5K
|
18.3K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
699+ 3.11% |
$37.5K - $41.4K
|
23.2K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
688+ 6.5% |
$36.9K - $40.8K
|
11.3K
$700K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
679+ 3.68% |
$36.4K - $40.2K
|
19.1K
$1.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
631+ 631.0% |
$33.9K - $37.4K
|
731
$45.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
593+ 13.59% |
$31.8K - $35.1K
|
4.96K
$308K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
577+ 1.57% |
$31K - $34.2K
|
37.2K
$2.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
566+ 34.83% |
$30.4K - $33.5K
|
2.19K
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
562+ 0.4% |
$30.2K - $33.3K
|
142K
$8.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
524+ 12.4% |
$28.1K - $31K
|
4.75K
$295K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
507+ 5.86% |
$27.2K - $30K
|
9.15K
$569K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
500New |
$26.8K - $29.6K
|
500
$31.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
495+ 3.67% |
$26.6K - $29.3K
|
14K
$869K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
475New |
$25.5K - $28.1K
|
475
$29.5K
|