Latest Institutional Transactions on First Trust Rising Dividend Ac (RDVY)
This table provides information on the latest institutional transactions involving First Trust Rising Dividend Ac (RDVY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6.18K+ 14.96% |
$402K - $422K
|
47.5K
$3.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
497+ 0.94% |
$32.3K - $34K
|
53.6K
$3.59M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-395- 1.8% |
$25.7K - $27K
|
21.6K
$1.45M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.39K+ 41.81% |
$415K - $437K
|
21.7K
$1.45M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
37.4KNew |
$2.43M - $2.55M
|
37.4K
$2.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.68K- 42.24% |
$109K - $115K
|
2.3K
$154K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-20.7K- 11.39% |
$1.34M - $1.41M
|
161K
$10.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.3K+ 13.97% |
$798K - $839K
|
100K
$6.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
27.6K+ 13.25% |
$1.8M - $1.89M
|
236K
$15.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
275+ 1.46% |
$17.9K - $18.8K
|
19.2K
$1.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
3.08K+ 5.21% |
$200K - $210K
|
62.1K
$4.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.59K+ 32.06% |
$624K - $655K
|
39.5K
$2.65M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.67K+ 4.59% |
$369K - $387K
|
129K
$8.65M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
19.8K+ 15.44% |
$1.29M - $1.35M
|
148K
$9.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
14.4K+ 6.31% |
$939K - $987K
|
243K
$16.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
624+ 5.4% |
$40.6K - $42.6K
|
12.2K
$815K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.72K+ 25.4% |
$307K - $322K
|
23.3K
$1.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
307+ 4.8% |
$20K - $21K
|
6.71K
$449K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
524+ 3.74% |
$34.1K - $35.8K
|
14.5K
$973K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.83K- 3.39% |
$119K - $125K
|
52.2K
$3.49M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.46K+ 0.64% |
$160K - $168K
|
385K
$25.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.79K- 0.99% |
$376K - $395K
|
577K
$38.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.14K+ 2.99% |
$334K - $351K
|
177K
$11.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-132- 0.94% |
$8.58K - $9.02K
|
14K
$934K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
7.44K+ 7.11% |
$484K - $508K
|
112K
$7.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.45K+ 2.96% |
$550K - $577K
|
294K
$19.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
701+ 3.12% |
$45.6K - $47.9K
|
23.2K
$1.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
84New |
$5.46K - $5.74K
|
84
$5.62K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
299+ 4.8% |
$19.4K - $20.4K
|
6.53K
$437K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-456- 0.6% |
$29.6K - $31.1K
|
75.4K
$5.04M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-822- 2.08% |
$53.4K - $56.2K
|
38.6K
$2.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-564- 6.52% |
$36.7K - $38.5K
|
8.09K
$541K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
225+ 1.03% |
$14.6K - $15.4K
|
22.1K
$1.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.15K- 12.55% |
$74.6K - $78.4K
|
7.99K
$535K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.33K- 10.74% |
$86.2K - $90.6K
|
11K
$738K
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
22.6K+ 27.99% |
$1.47M - $1.54M
|
103K
$6.91M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
19.1K+ 6.16% |
$1.24M - $1.3M
|
329K
$22M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
44.2KNew |
$2.87M - $3.02M
|
44.2K
$2.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
981+ 5.37% |
$63.8K - $67K
|
19.3K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-4.53K- 8.09% |
$295K - $310K
|
51.5K
$3.45M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-142- 1.51% |
$9.23K - $9.7K
|
9.27K
$620K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-329- 4.11% |
$21.4K - $22.5K
|
7.67K
$514K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
458+ 0.35% |
$29.8K - $31.3K
|
131K
$8.74M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.6K- 2.03% |
$104K - $109K
|
77.4K
$5.18M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.33K- 15.12% |
$282K - $296K
|
24.3K
$1.63M
|
|
|
Jan 06, 2026
Q4 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-57- 1.31% |
$3.71K - $3.89K
|
4.3K
$288K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-4.32K- 9.77% |
$281K - $295K
|
39.9K
$2.67M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
213+ 0.36% |
$13.8K - $14.6K
|
59.9K
$4.01M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.73KNew |
$242K - $255K
|
3.73K
$250K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.65K+ 2.94% |
$108K - $113K
|
57.8K
$3.87M
|
|