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 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
28+ 0.25% |
$1.75K - $1.88K
|
11.2K
$751K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
770+ 3.73% |
$48K - $51.8K
|
21.4K
$1.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
255K+ 124.28% |
$15.9M - $17.2M
|
461K
$30.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.7K+ 2.14% |
$355K - $383K
|
272K
$18.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-3.26K- 5.63% |
$203K - $219K
|
54.7K
$3.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.16K+ 73.54% |
$260K - $280K
|
9.82K
$657K
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
98.1KNew |
$6.12M - $6.6M
|
98.1K
$6.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
167+ 0.09% |
$10.4K - $11.2K
|
177K
$11.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30.3K+ 13.26% |
$1.89M - $2.04M
|
259K
$17.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-259- 5.01% |
$16.2K - $17.4K
|
4.92K
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.43K+ 7.16% |
$152K - $164K
|
36.4K
$2.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.74K- 31.8% |
$108K - $117K
|
3.73K
$249K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.83K+ 16.97% |
$114K - $123K
|
12.6K
$845K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
164+ 5466.67% |
$10.2K - $11K
|
167
$11.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
906+ 4.19% |
$56.5K - $61K
|
22.5K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.68K- 2.52% |
$292K - $315K
|
181K
$12.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
592+ 4.64% |
$36.9K - $39.8K
|
13.4K
$894K
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
8.29K+ 154.59% |
$517K - $558K
|
13.7K
$914K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-76- 0.15% |
$4.74K - $5.11K
|
52.2K
$3.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-97.8K- 36.0% |
$6.1M - $6.58M
|
174K
$11.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
109+ 2.29% |
$6.8K - $7.33K
|
4.88K
$327K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
42.5KNew |
$2.65M - $2.86M
|
42.5K
$2.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-821- 0.79% |
$51.2K - $55.2K
|
103K
$6.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.95K+ 8.38% |
$246K - $266K
|
51.1K
$3.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
15+ 0.23% |
$936 - $1.01K
|
6.58K
$440K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
31.4K+ 185.4% |
$1.96M - $2.11M
|
48.4K
$3.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
327+ 3.33% |
$20.4K - $22K
|
10.2K
$680K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-144- 1.88% |
$8.98K - $9.69K
|
7.51K
$503K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
466New |
$29.1K - $31.4K
|
466
$31.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 3.98% |
$167K - $180K
|
70K
$4.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-31- 0.28% |
$1.93K - $2.09K
|
10.9K
$727K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.69K- 0.32% |
$105K - $113K
|
524K
$35.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
BUY
|
- |
18.3KNew |
$1.14M - $1.23M
|
18.3K
$1.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.17K+ 6.78% |
$260K - $281K
|
65.7K
$4.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-160- 65.57% |
$9.98K - $10.8K
|
84
$5.62K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-300- 2.33% |
$18.7K - $20.2K
|
12.6K
$840K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.23K+ 5.3% |
$76.9K - $83K
|
24.5K
$1.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
43.3K+ 38.07% |
$2.7M - $2.91M
|
157K
$10.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-182- 0.8% |
$11.4K - $12.2K
|
22.7K
$1.52M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
830+ 5.9% |
$51.8K - $55.9K
|
14.9K
$998K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
310+ 5.12% |
$19.3K - $20.9K
|
6.36K
$426K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.33K+ 14.17% |
$145K - $157K
|
18.8K
$1.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
14.2K+ 56.04% |
$886K - $956K
|
39.5K
$2.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.81K+ 2.82% |
$113K - $121K
|
65.7K
$4.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-932- 10.43% |
$58.1K - $62.7K
|
8.01K
$536K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.61K+ 7.1% |
$163K - $176K
|
39.4K
$2.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.11K+ 4.41% |
$319K - $344K
|
121K
$8.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
44.5K+ 49.05% |
$2.78M - $3M
|
135K
$9.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
27.1K+ 283.94% |
$1.69M - $1.82M
|
36.6K
$2.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-225- 3.66% |
$14K - $15.1K
|
5.92K
$396K
|
|