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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
7.03K+ 38.78% |
$377K - $416K
|
25.1K
$1.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
6.38K+ 23.08% |
$342K - $378K
|
34K
$2.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.64KNew |
$303K - $334K
|
5.64K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.68KNew |
$251K - $277K
|
4.68K
$284K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.48KNew |
$240K - $265K
|
4.48K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
4.46KNew |
$239K - $264K
|
4.46K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.18KNew |
$225K - $248K
|
4.18K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.1KNew |
$220K - $243K
|
4.1K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
3.94KNew |
$211K - $233K
|
3.94K
$239K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.87KNew |
$208K - $229K
|
3.87K
$235K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.69KNew |
$198K - $219K
|
3.69K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
3.55KNew |
$191K - $210K
|
3.55K
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.43K+ 5.72% |
$130K - $144K
|
45K
$2.73M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.75KNew |
$93.9K - $104K
|
1.75K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.41K+ 273.45% |
$75.7K - $83.6K
|
1.93K
$117K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.22K+ 1.77% |
$65.5K - $72.3K
|
70K
$4.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.2K+ 22.85% |
$64.2K - $70.9K
|
6.43K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1K+ 476.19% |
$53.7K - $59.2K
|
1.21K
$73.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
851+ 10.59% |
$45.7K - $50.4K
|
8.89K
$539K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
741+ 11.75% |
$39.8K - $43.9K
|
7.05K
$427K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
708+ 1.66% |
$38K - $41.9K
|
43.3K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
679+ 3.68% |
$36.4K - $40.2K
|
19.1K
$1.16M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
498+ 1.3% |
$26.7K - $29.5K
|
38.9K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
495+ 3.67% |
$26.6K - $29.3K
|
14K
$848K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
475New |
$25.5K - $28.1K
|
475
$28.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
292New |
$15.7K - $17.3K
|
292
$17.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
289+ 0.79% |
$15.5K - $17.1K
|
36.8K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
275New |
$14.8K - $16.3K
|
275
$16.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
263New |
$14.1K - $15.6K
|
263
$15.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
155New |
$8.32K - $9.18K
|
155
$9.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
151+ 0.98% |
$8.11K - $8.95K
|
15.6K
$946K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
142+ 2.26% |
$7.62K - $8.41K
|
6.43K
$390K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
119+ 1.77% |
$6.39K - $7.05K
|
6.84K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
109New |
$5.85K - $6.46K
|
109
$6.61K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
100New |
$5.37K - $5.92K
|
100
$6.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
100New |
$5.37K - $5.92K
|
100
$6.06K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
23+ 0.33% |
$1.23K - $1.36K
|
7K
$424K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 0.2% |
$268 - $296
|
2.52K
$153K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
18.4K+ 45.69% |
$976K - $1.03M
|
58.7K
$3.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
14KNew |
$742K - $783K
|
14K
$848K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
13.2KNew |
$700K - $739K
|
13.2K
$800K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.4K+ 3.61% |
$659K - $695K
|
357K
$21.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
11.7K+ 3.01% |
$620K - $654K
|
400K
$24.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10.3KNew |
$546K - $576K
|
10.3K
$624K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.9K+ 42.67% |
$260K - $274K
|
16.4K
$994K
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
3.7KNew |
$196K - $207K
|
3.7K
$224K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.7K+ 72.74% |
$90.2K - $95.1K
|
4.04K
$245K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
1.12K+ 22.4% |
$59.4K - $62.7K
|
6.12K
$371K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
750New |
$39.8K - $42K
|
750
$45.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
612New |
$32.5K - $34.2K
|
612
$37.1K
|
|