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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
515+ 8.55% |
$26.6K - $32.3K
|
6.54K
$438K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.21K- 17.88% |
$62.3K - $75.8K
|
5.55K
$371K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
83New |
$4.28K - $5.21K
|
83
$5.56K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
8.86KNew |
$457K - $556K
|
8.86K
$593K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.73KNew |
$141K - $172K
|
2.73K
$183K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.83K- 11.38% |
$94.5K - $115K
|
14.3K
$955K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
418New |
$21.6K - $26.2K
|
418
$28K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.86KNew |
$302K - $367K
|
5.86K
$392K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
879+ 17.95% |
$45.4K - $55.1K
|
5.78K
$387K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
314New |
$18K - $19.9K
|
314
$21K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
567New |
$32.4K - $35.9K
|
567
$37.9K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
491New |
$28.1K - $31.1K
|
491
$32.9K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.5K+ 38.28% |
$1.4M - $1.56M
|
88.7K
$5.94M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.22KNew |
$242K - $268K
|
4.22K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
20.5KNew |
$1.17M - $1.3M
|
20.5K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.46KNew |
$312K - $346K
|
5.46K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
500New |
$28.6K - $31.7K
|
500
$33.5K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
4.67KNew |
$267K - $296K
|
4.67K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
34New |
$1.95K - $2.16K
|
34
$2.28K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
287New |
$16.4K - $18.2K
|
287
$19.2K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.35KNew |
$420K - $466K
|
7.35K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-189- 1.31% |
$10.8K - $12K
|
14.3K
$954K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
42.9K+ 92.86% |
$2.46M - $2.72M
|
89.2K
$5.97M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.37K- 45.08% |
$421K - $467K
|
8.97K
$600K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 1.03% |
$57.2 - $63.4
|
98
$6.56K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
81New |
$4.63K - $5.13K
|
81
$5.42K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.36K- 35.29% |
$77.8K - $86.2K
|
2.49K
$167K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
542+ 4.89% |
$31K - $34.4K
|
11.6K
$778K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-4.29K- 2.14% |
$245K - $272K
|
196K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
3.43KNew |
$196K - $218K
|
3.43K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.58KNew |
$205K - $227K
|
3.58K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
42New |
$2.4K - $2.66K
|
42
$2.81K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-895- 10.49% |
$51.2K - $56.7K
|
7.64K
$511K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-912- 58.13% |
$52.2K - $57.8K
|
657
$44K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.81K+ 71.22% |
$161K - $178K
|
6.76K
$452K
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
25.3K+ 28.83% |
$1.45M - $1.6M
|
113K
$7.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
466+ 224.04% |
$26.7K - $29.5K
|
674
$45.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.9KNew |
$223K - $247K
|
3.9K
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
10.2K+ 6.08% |
$583K - $646K
|
178K
$11.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.44KNew |
$254K - $282K
|
4.44K
$297K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
11.4K+ 14.27% |
$650K - $721K
|
91K
$6.09M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
44.5KNew |
$2.55M - $2.82M
|
44.5K
$2.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1+ 2.44% |
$57.2 - $63.4
|
42
$2.81K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-630- 14.81% |
$36K - $39.9K
|
3.63K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 0.66% |
$2.29K - $2.54K
|
6.13K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.6KNew |
$606K - $671K
|
10.6K
$709K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-315K- 98.29% |
$18M - $20M
|
5.48K
$367K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
222New |
$12.7K - $14.1K
|
222
$14.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.91K+ 18.89% |
$109K - $121K
|
12K
$803K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
82New |
$4.69K - $5.2K
|
82
$5.49K
|
|