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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
7.89K+ 16.13% |
$492K - $531K
|
56.8K
$3.8M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.16K+ 23.42% |
$322K - $347K
|
27.2K
$1.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
101K+ 7.5% |
$6.29M - $6.79M
|
1.45M
$96.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 3.24% |
$1.87K - $2.02K
|
895
$59.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-100- 2.36% |
$6.24K - $6.73K
|
4.14K
$277K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.91K+ 7.27% |
$119K - $129K
|
28.2K
$1.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.07K- 29.63% |
$129K - $139K
|
4.92K
$329K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.68K- 0.98% |
$167K - $181K
|
272K
$18.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
20.3KNew |
$1.27M - $1.37M
|
20.3K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
8.12KNew |
$507K - $547K
|
8.12K
$544K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.67K+ 8.38% |
$104K - $113K
|
21.6K
$1.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
38+ 0.57% |
$2.37K - $2.56K
|
6.73K
$451K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
17.5K+ 32.93% |
$1.09M - $1.17M
|
70.4K
$4.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
9.85K+ 10.04% |
$615K - $663K
|
108K
$7.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
300+ 6.37% |
$18.7K - $20.2K
|
5.01K
$335K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.22K+ 3.53% |
$75.9K - $81.8K
|
35.7K
$2.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-121- 3.3% |
$7.55K - $8.14K
|
3.55K
$237K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
10+ 0.27% |
$624 - $673
|
3.67K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
372+ 1.87% |
$23.2K - $25K
|
20.3K
$1.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-118- 0.8% |
$7.36K - $7.94K
|
14.7K
$983K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-53- 0.11% |
$3.31K - $3.57K
|
50K
$3.34M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.14K+ 4.62% |
$134K - $144K
|
48.6K
$3.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-6.94K- 31.56% |
$433K - $467K
|
15.1K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.24K+ 0.97% |
$77.2K - $83.2K
|
129K
$8.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-15.4K- 7.09% |
$959K - $1.03M
|
202K
$13.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.01% |
$62.4 - $67.3
|
7.48K
$501K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.35K+ 46.14% |
$84.2K - $90.8K
|
4.28K
$286K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.14K- 2.55% |
$71.1K - $76.7K
|
43.5K
$2.91M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
374New |
$23.3K - $25.2K
|
374
$25K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
238+ 4.12% |
$14.8K - $16K
|
6.02K
$403K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
520+ 175.08% |
$32.4K - $35K
|
817
$54.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.98K+ 12.13% |
$186K - $200K
|
27.5K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-23K- 15.56% |
$1.44M - $1.55M
|
125K
$8.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35.6K+ 9.71% |
$2.22M - $2.4M
|
403K
$27M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
85+ 1.47% |
$5.3K - $5.72K
|
5.87K
$393K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.38K+ 12.84% |
$461K - $497K
|
64.9K
$4.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-230K- 98.39% |
$14.3M - $15.4M
|
3.75K
$251K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.24K- 3.16% |
$77.6K - $83.7K
|
38.1K
$2.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
11.6K+ 5.24% |
$726K - $783K
|
234K
$15.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.83K+ 2.73% |
$176K - $190K
|
106K
$7.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
2.04K+ 2.01% |
$127K - $137K
|
104K
$6.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.47K- 1.09% |
$216K - $233K
|
315K
$21.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11K- 16.27% |
$686K - $740K
|
56.6K
$3.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.13K+ 2.64% |
$258K - $278K
|
161K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-36- 0.25% |
$2.25K - $2.42K
|
14.2K
$947K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-237K- 4.11% |
$14.8M - $15.9M
|
5.52M
$369M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-225- 1.75% |
$14K - $15.1K
|
12.6K
$846K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
14.3K+ 42.67% |
$891K - $962K
|
47.8K
$3.2M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
897+ 0.69% |
$56K - $60.4K
|
132K
$8.82M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16.6K+ 1.94% |
$1.04M - $1.12M
|
871K
$58.3M
|
|