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
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
228K+ 24.42% |
$14.2M - $15.3M
|
1.16M
$77.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
33+ 3.21% |
$2.06K - $2.22K
|
1.06K
$70.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
862+ 4.0% |
$53.8K - $58K
|
22.4K
$1.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.03K- 5.14% |
$64.3K - $69.3K
|
19K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13.2K+ 2372.94% |
$826K - $891K
|
13.8K
$924K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.92K+ 5.11% |
$244K - $263K
|
80.5K
$5.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
4.39KNew |
$274K - $295K
|
4.39K
$294K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
3.04KNew |
$190K - $205K
|
3.04K
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
190K+ 20.96% |
$11.8M - $12.8M
|
1.1M
$73.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
294+ 29.4% |
$18.3K - $19.8K
|
1.29K
$86.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.36KNew |
$85K - $91.6K
|
1.36K
$91.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.04K- 7.02% |
$190K - $205K
|
40.3K
$2.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.93K- 1.22% |
$120K - $130K
|
157K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-223- 5.16% |
$13.9K - $15K
|
4.1K
$274K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
341K+ 3.46% |
$21.3M - $22.9M
|
10.2M
$683M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.58K- 20.1% |
$286K - $308K
|
18.2K
$1.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-899- 20.16% |
$56.1K - $60.5K
|
3.56K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
625K+ 12.22% |
$39M - $42.1M
|
5.74M
$384M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.01KNew |
$188K - $202K
|
3.01K
$201K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.9K- 6.07% |
$243K - $262K
|
60.3K
$4.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
217+ 1.27% |
$13.5K - $14.6K
|
17.2K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-818- 7.24% |
$51K - $55K
|
10.5K
$702K
|
|
|
Nov 13, 2025
Q3 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-2.63K- 1.89% |
$164K - $177K
|
136K
$9.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
30.9K+ 214.78% |
$1.93M - $2.08M
|
45.3K
$3.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$62.4 - $67.3
|
3.02K
$202K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
954+ 3.8% |
$59.5K - $64.2K
|
26.1K
$1.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.84K+ 5.85% |
$177K - $191K
|
51.3K
$3.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-66.6K- 85.17% |
$4.15M - $4.48M
|
11.6K
$776K
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
1.54K+ 5.54% |
$96.3K - $104K
|
29.4K
$1.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
87New |
$5.43K - $5.85K
|
87
$5.82K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
930+ 5.68% |
$58K - $62.6K
|
17.3K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
6.23K+ 20.68% |
$389K - $419K
|
36.4K
$2.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.56K+ 62.72% |
$222K - $240K
|
9.24K
$618K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
95.8KNew |
$5.97M - $6.44M
|
95.8K
$6.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-2.54K- 24.74% |
$159K - $171K
|
7.74K
$518K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.7K+ 0.75% |
$1.23M - $1.33M
|
2.64M
$177M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-17.2K- 12.73% |
$1.07M - $1.16M
|
118K
$7.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-9- 8.26% |
$561 - $606
|
100
$6.69K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.22K+ 21.42% |
$263K - $284K
|
23.9K
$1.6M
|
|