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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.63KNew |
$84.3K - $102K
|
1.63K
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.23K- 14.05% |
$63.2K - $76.9K
|
7.5K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-98- 38.28% |
$5.06K - $6.15K
|
158
$10.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-110- 3.52% |
$5.68K - $6.9K
|
3.02K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.56K+ 193.64% |
$184K - $223K
|
5.4K
$361K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
143KNew |
$7.39M - $8.99M
|
143K
$9.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.01% |
$51.6 - $62.7
|
8.89K
$595K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
279New |
$14.4K - $17.5K
|
279
$18.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
197KNew |
$10.1M - $12.3M
|
197K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.1K- 1.02% |
$56.5K - $68.7K
|
106K
$7.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
59+ 15.28% |
$3.04K - $3.7K
|
445
$29.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-205- 5.99% |
$10.6K - $12.9K
|
3.22K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.93K- 2.7% |
$99.7K - $121K
|
69.6K
$4.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45.1K+ 7.26% |
$2.33M - $2.83M
|
667K
$44.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15.1K+ 11.29% |
$777K - $945K
|
148K
$9.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.82K- 6.92% |
$145K - $177K
|
37.9K
$2.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
375New |
$19.4K - $23.5K
|
375
$25.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
15.6K+ 5.68% |
$807K - $981K
|
291K
$19.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-120K- 100.0% |
$6.17M - $7.51M
|
1
$66.9
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
124+ 20.67% |
$6.4K - $7.78K
|
724
$48.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-32.5K- 5.61% |
$1.67M - $2.04M
|
546K
$36.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.9K- 11.54% |
$98K - $119K
|
14.6K
$975K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.3KNew |
$428K - $521K
|
8.3K
$555K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 1.08% |
$51.6 - $62.7
|
94
$6.29K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5.4K+ 33.11% |
$279K - $339K
|
21.7K
$1.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-25.8K- 11.45% |
$1.33M - $1.62M
|
200K
$13.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.47K- 40.04% |
$128K - $155K
|
3.7K
$248K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-272- 99.63% |
$14K - $17.1K
|
1
$66.9
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.14K+ 5.32% |
$472K - $574K
|
181K
$12.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-354- 69.14% |
$18.3K - $22.2K
|
158
$10.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-512- 2.82% |
$26.4K - $32.1K
|
17.6K
$1.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-27.6K- 87.04% |
$1.42M - $1.73M
|
4.11K
$275K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
3.85KNew |
$199K - $241K
|
3.85K
$258K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-38- 1.01% |
$1.96K - $2.38K
|
3.74K
$250K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.89KNew |
$201K - $244K
|
3.89K
$260K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-2.2K- 75.6% |
$113K - $138K
|
709
$47.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
3.2KNew |
$165K - $201K
|
3.2K
$214K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
219New |
$11.3K - $13.7K
|
219
$14.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-140K- 24.47% |
$7.22M - $8.78M
|
432K
$28.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.14K- 9.26% |
$110K - $134K
|
21K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
391+ 10.31% |
$20.2K - $24.5K
|
4.18K
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
9+ 0.09% |
$464 - $565
|
10.1K
$674K
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
29.6KNew |
$1.53M - $1.86M
|
29.6K
$1.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
3.71K+ 3.59% |
$191K - $233K
|
107K
$7.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.34K+ 12.85% |
$69.1K - $84K
|
11.8K
$787K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2.55K- 16.41% |
$131K - $160K
|
13K
$869K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-808- 18.52% |
$41.7K - $50.7K
|
3.56K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-1.82K- 9.78% |
$93.8K - $114K
|
16.8K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.66KNew |
$240K - $292K
|
4.66K
$312K
|
|