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 13, 2025
Q3 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
457K+ 1497.05% |
$28.5M - $30.7M
|
487K
$32.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.7K- 66.68% |
$1.17M - $1.26M
|
9.37K
$627K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14.4K+ 13.6% |
$900K - $971K
|
121K
$8.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
64.4K+ 1224.68% |
$4.02M - $4.33M
|
69.6K
$4.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.75K- 3.8% |
$234K - $252K
|
94.7K
$6.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
6.91K+ 7.15% |
$431K - $465K
|
104K
$6.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
621+ 1.17% |
$38.7K - $41.8K
|
53.8K
$3.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.88K+ 1.9% |
$117K - $126K
|
101K
$6.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
5.95K+ 5.11% |
$371K - $400K
|
122K
$8.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
549+ 8.64% |
$34.2K - $36.9K
|
6.91K
$462K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.11K+ 0.76% |
$69.4K - $74.9K
|
148K
$9.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
192New |
$12K - $12.9K
|
192
$12.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-174- 4.46% |
$10.9K - $11.7K
|
3.73K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
434New |
$27.1K - $29.2K
|
434
$29K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
53.3K+ 131.28% |
$3.32M - $3.59M
|
93.9K
$6.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
211K+ 57.35% |
$13.1M - $14.2M
|
578K
$38.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-971- 17.92% |
$60.6K - $65.3K
|
4.45K
$298K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.24K+ 3.98% |
$140K - $151K
|
58.5K
$3.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
802+ 4.42% |
$50K - $54K
|
18.9K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
210K+ 8.8% |
$13.1M - $14.1M
|
2.59M
$173M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.9K+ 2.75% |
$929K - $1M
|
557K
$37.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.52KNew |
$407K - $439K
|
6.52K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.29K+ 5.38% |
$80.3K - $86.7K
|
25.2K
$1.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
76.8K+ 13.01% |
$4.79M - $5.17M
|
667K
$44.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.3K+ 10.44% |
$766K - $827K
|
130K
$8.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.31K+ 10.17% |
$207K - $223K
|
35.9K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.84K+ 7.22% |
$552K - $595K
|
131K
$8.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
17.3K+ 8.36% |
$1.08M - $1.16M
|
224K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-180- 1.94% |
$11.2K - $12.1K
|
9.08K
$607K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3.99K+ 18.37% |
$249K - $268K
|
25.7K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.19K+ 20.08% |
$324K - $349K
|
31K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-7.17K- 23.05% |
$447K - $483K
|
23.9K
$1.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-18.7K- 48.7% |
$1.16M - $1.26M
|
19.6K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
6.35K+ 3.08% |
$396K - $427K
|
212K
$14.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
50.4K+ 47.13% |
$3.15M - $3.39M
|
157K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.9K+ 98.23% |
$243K - $262K
|
7.86K
$526K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.7M+ 6.57% |
$106M - $114M
|
27.6M
$1.85B
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.51K- 28.6% |
$219K - $236K
|
8.77K
$587K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-236- 0.31% |
$14.7K - $15.9K
|
75.1K
$5.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
111K+ 4.86% |
$6.93M - $7.47M
|
2.4M
$160M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.85K- 16.31% |
$240K - $259K
|
19.7K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.43K+ 4.35% |
$401K - $433K
|
154K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
3.52K+ 1.08% |
$220K - $237K
|
329K
$22M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.93K+ 57.59% |
$307K - $332K
|
13.5K
$903K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
4.63KNew |
$289K - $311K
|
4.63K
$310K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
357+ 0.98% |
$22.3K - $24K
|
36.9K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
163+ 0.82% |
$10.2K - $11K
|
20K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
68.2K+ 46.79% |
$4.25M - $4.59M
|
214K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
69.3K+ 12.78% |
$4.32M - $4.66M
|
611K
$40.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
26.9K+ 26.09% |
$1.68M - $1.81M
|
130K
$8.71M
|
|