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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
455K+ 6.96% |
$28.4M - $30.6M
|
6.99M
$468M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.36M+ 14.01% |
$147M - $159M
|
19.2M
$1.29B
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.26K+ 12.03% |
$453K - $489K
|
67.6K
$4.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.86K+ 12.36% |
$116K - $125K
|
16.9K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.91K- 3.38% |
$119K - $129K
|
54.7K
$3.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
13.9K+ 13.12% |
$864K - $932K
|
119K
$7.99M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
6.91KNew |
$431K - $465K
|
6.91K
$462K
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Bode, LLC
|
SELL
|
- |
-3.78K- 18.23% |
$235K - $254K
|
16.9K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2.94K+ 0.99% |
$183K - $198K
|
299K
$20M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2.26K- 9.19% |
$141K - $152K
|
22.3K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
75.4K+ 115.2% |
$4.71M - $5.08M
|
141K
$9.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.99K+ 7.73% |
$186K - $201K
|
41.7K
$2.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
48.1K+ 944.78% |
$3M - $3.24M
|
53.2K
$3.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
BUY
|
- |
2.86K+ 46.54% |
$179K - $193K
|
9.02K
$603K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.8K+ 25.97% |
$1.3M - $1.4M
|
101K
$6.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.59K+ 19.31% |
$99K - $107K
|
9.81K
$656K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.7K+ 83.19% |
$1.23M - $1.33M
|
43.4K
$2.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
27.9K+ 85.33% |
$1.74M - $1.88M
|
60.6K
$4.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
706K+ 25.25% |
$44M - $47.5M
|
3.5M
$234M
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.02% |
$62.4 - $67.3
|
6.09K
$408K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
242K+ 23.77% |
$15.1M - $16.3M
|
1.26M
$84.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8.59K+ 59.87% |
$536K - $578K
|
22.9K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.2K+ 8.55% |
$1.26M - $1.36M
|
257K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-60.3K- 5.48% |
$3.76M - $4.06M
|
1.04M
$69.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
12.7KNew |
$790K - $852K
|
12.7K
$847K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.71K+ 12.17% |
$231K - $249K
|
34.2K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
219+ 21.39% |
$13.7K - $14.7K
|
1.24K
$83.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.2K- 62.43% |
$823K - $888K
|
7.94K
$531K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30.7K+ 229.67% |
$1.92M - $2.07M
|
44.1K
$2.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
223+ 0.19% |
$13.9K - $15K
|
119K
$7.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.88K+ 15.31% |
$117K - $126K
|
14.2K
$947K
|
|
|
Nov 14, 2025
Q3 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
4.3KNew |
$268K - $290K
|
4.3K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-18.3K- 98.78% |
$1.14M - $1.23M
|
225
$15.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.3K- 41.77% |
$1.83M - $1.97M
|
40.9K
$2.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.76KNew |
$172K - $186K
|
2.76K
$185K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
918New |
$57.3K - $61.8K
|
918
$61.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.82K+ 40.49% |
$300K - $324K
|
16.7K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3.05KNew |
$190K - $205K
|
3.05K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.49K+ 4.72% |
$92.8K - $100K
|
33K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.63KNew |
$227K - $244K
|
3.63K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
10.2K+ 5.83% |
$633K - $683K
|
184K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-159K- 1.42% |
$9.94M - $10.7M
|
11M
$739M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
253K+ 88.21% |
$15.8M - $17M
|
539K
$36.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-223K- 79.27% |
$13.9M - $15M
|
58.4K
$3.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-67.5K- 35.49% |
$4.21M - $4.54M
|
123K
$8.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
5.42K+ 30.56% |
$338K - $364K
|
23.1K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
885+ 9.02% |
$55.2K - $59.6K
|
10.7K
$716K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-571- 0.15% |
$35.6K - $38.4K
|
372K
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
BUY
|
- |
7.28KNew |
$454K - $490K
|
7.28K
$487K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.3K+ 1.45% |
$769K - $829K
|
861K
$57.6M
|
|