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 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
19.1K+ 6.16% |
$1.24M - $1.3M
|
329K
$22M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
44.2KNew |
$2.87M - $3.02M
|
44.2K
$2.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
981+ 5.37% |
$63.8K - $67K
|
19.3K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-4.53K- 8.09% |
$295K - $310K
|
51.5K
$3.45M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-142- 1.51% |
$9.23K - $9.7K
|
9.27K
$620K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-329- 4.11% |
$21.4K - $22.5K
|
7.67K
$514K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
458+ 0.35% |
$29.8K - $31.3K
|
131K
$8.74M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.6K- 2.03% |
$104K - $109K
|
77.4K
$5.18M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.33K- 15.12% |
$282K - $296K
|
24.3K
$1.63M
|
|
|
Jan 06, 2026
Q4 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-57- 1.31% |
$3.71K - $3.89K
|
4.3K
$288K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-4.32K- 9.77% |
$281K - $295K
|
39.9K
$2.67M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
213+ 0.36% |
$13.8K - $14.6K
|
59.9K
$4.01M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.73KNew |
$242K - $255K
|
3.73K
$250K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.65K+ 2.94% |
$108K - $113K
|
57.8K
$3.87M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
12.2K+ 3.49% |
$792K - $832K
|
361K
$24.2M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
58.4K+ 21.53% |
$3.64M - $3.93M
|
330K
$22.1M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-398- 9.21% |
$24.8K - $26.8K
|
3.92K
$262K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-51.3K- 35.78% |
$3.2M - $3.46M
|
92.2K
$6.17M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
159+ 0.27% |
$9.92K - $10.7K
|
59.8K
$4M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
2.2KNew |
$137K - $148K
|
2.2K
$147K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.55K+ 9.27% |
$96.6K - $104K
|
18.2K
$1.22M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
128+ 2.84% |
$7.98K - $8.61K
|
4.63K
$310K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
SELL
|
- |
-310- 6.44% |
$19.3K - $20.9K
|
4.5K
$301K
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
16.9K+ 13.8% |
$1.05M - $1.14M
|
139K
$9.33M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-349- 41.11% |
$21.8K - $23.5K
|
500
$33.5K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.58K- 26.45% |
$161K - $174K
|
7.18K
$481K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.25K- 37.19% |
$327K - $353K
|
8.86K
$593K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.41K- 30.17% |
$88.1K - $95.1K
|
3.27K
$219K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21.6K+ 159.93% |
$1.35M - $1.46M
|
35.2K
$2.35M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-942- 2.24% |
$58.8K - $63.4K
|
41K
$2.75M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.83K+ 11.83% |
$114K - $123K
|
17.3K
$1.16M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
46+ 0.18% |
$2.87K - $3.1K
|
25.9K
$1.73M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
628+ 17.86% |
$39.2K - $42.3K
|
4.15K
$277K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
2.53K+ 6.95% |
$158K - $170K
|
38.8K
$2.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-623- 0.92% |
$38.9K - $41.9K
|
67.3K
$4.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-657- 15.93% |
$41K - $44.2K
|
3.47K
$232K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
567New |
$35.4K - $38.2K
|
567
$37.9K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
9+ 0.03% |
$561 - $606
|
31.8K
$2.13M
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
22.9K+ 81.05% |
$1.43M - $1.54M
|
51.2K
$3.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4+ 0.07% |
$250 - $269
|
5.46K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
253+ 1.61% |
$15.8K - $17K
|
15.9K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
86.3K+ 58.79% |
$5.38M - $5.8M
|
233K
$15.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
371K+ 15.23% |
$23.2M - $25M
|
2.81M
$188M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.03KNew |
$251K - $271K
|
4.03K
$269K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
69.5K+ 13.0% |
$4.33M - $4.67M
|
604K
$40.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.4K+ 3170.71% |
$2.02M - $2.18M
|
33.4K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-73.9K- 7.86% |
$4.61M - $4.98M
|
867K
$58M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
387K+ 11.95% |
$24.2M - $26.1M
|
3.63M
$243M
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-191- 4.11% |
$11.9K - $12.9K
|
4.46K
$298K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.82KNew |
$238K - $257K
|
3.82K
$255K
|
|