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 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
715New |
$46.5K - $48.8K
|
715
$47.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
29KNew |
$1.88M - $1.98M
|
29K
$1.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-26.5K- 7.26% |
$1.72M - $1.81M
|
339K
$22.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
47.8K+ 33.91% |
$3.11M - $3.26M
|
189K
$12.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.48K+ 4.06% |
$356K - $374K
|
140K
$9.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
157+ 0.75% |
$10.2K - $10.7K
|
21.2K
$1.42M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-721- 1.4% |
$46.9K - $49.3K
|
51K
$3.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 1.81% |
$90.6K - $95.2K
|
75.5K
$5.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-200- 1.07% |
$13K - $13.7K
|
18.6K
$1.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-785- 0.86% |
$51K - $53.6K
|
90.4K
$6.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
35.3KNew |
$2.29M - $2.41M
|
35.3K
$2.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
411+ 0.63% |
$26.7K - $28.1K
|
65.6K
$4.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
817+ 0.89% |
$53.1K - $55.8K
|
92.6K
$6.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
47.7K+ 44.26% |
$3.1M - $3.26M
|
155K
$10.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
5.95K+ 16.25% |
$387K - $407K
|
42.6K
$2.85M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.96K+ 6.96% |
$257K - $270K
|
60.8K
$4.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
640+ 7.99% |
$41.6K - $43.7K
|
8.65K
$579K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-550- 5.58% |
$35.8K - $37.6K
|
9.3K
$623K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
634+ 15.83% |
$41.2K - $43.3K
|
4.64K
$311K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.31K+ 11.12% |
$345K - $363K
|
53.1K
$3.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.43K- 2.7% |
$353K - $371K
|
196K
$13.1M
|
|
|
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
|
|