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 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.46K+ 2.04% |
$90.8K - $98K
|
72.8K
$4.87M
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.16K+ 9.2% |
$134K - $145K
|
25.6K
$1.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.07K+ 21.8% |
$129K - $139K
|
11.6K
$773K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-562- 0.85% |
$35.1K - $37.8K
|
65.3K
$4.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.4K+ 80.52% |
$712K - $768K
|
25.6K
$1.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-17.7K- 58.75% |
$1.11M - $1.19M
|
12.4K
$833K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.04K+ 8.62% |
$64.8K - $69.9K
|
13.1K
$876K
|
|
|
Nov 07, 2025
Q3 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
162K+ 86.42% |
$10.1M - $10.9M
|
348K
$23.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.13K- 0.58% |
$195K - $211K
|
533K
$35.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.14% |
$374 - $404
|
4.44K
$297K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
56K+ 39.38% |
$3.49M - $3.77M
|
198K
$13.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
30.8K+ 2.9% |
$1.92M - $2.07M
|
1.09M
$73M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-53.6K- 66.48% |
$3.34M - $3.61M
|
27K
$1.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
293+ 1.64% |
$18.3K - $19.7K
|
18.2K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.61K+ 13.76% |
$163K - $176K
|
21.6K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
3.49KNew |
$218K - $235K
|
3.49K
$234K
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-6.2K- 7.21% |
$387K - $417K
|
79.9K
$5.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 1.28% |
$143K - $154K
|
181K
$12.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.3K+ 6.49% |
$1.95M - $2.1M
|
513K
$34.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
623New |
$38.9K - $41.9K
|
623
$41.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.43K+ 2.22% |
$277K - $298K
|
204K
$13.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
15.4KNew |
$963K - $1.04M
|
15.4K
$1.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-153- 1.23% |
$9.54K - $10.3K
|
12.3K
$821K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.35K+ 13.02% |
$147K - $158K
|
20.4K
$1.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.8K+ 7.11% |
$801K - $864K
|
193K
$12.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-7.43K- 10.26% |
$464K - $500K
|
65K
$4.35M
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-1.22K- 18.21% |
$76.1K - $82.1K
|
5.48K
$367K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-65.1K- 75.31% |
$4.06M - $4.38M
|
21.3K
$1.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-188- 58.75% |
$11.7K - $12.7K
|
132
$8.83K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.8K+ 803.57% |
$112K - $121K
|
2.02K
$135K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
424+ 6.96% |
$26.4K - $28.5K
|
6.52K
$436K
|
|
|
Nov 06, 2025
Q3 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
4.5K+ 0.68% |
$281K - $303K
|
663K
$44.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
502+ 1.06% |
$31.3K - $33.8K
|
47.6K
$3.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
147K+ 35.22% |
$9.17M - $9.89M
|
565K
$37.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.59K- 0.61% |
$536K - $578K
|
1.41M
$94.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.13KNew |
$258K - $278K
|
4.13K
$277K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
11.6K+ 18.56% |
$722K - $779K
|
73.9K
$4.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-14.5K- 18.91% |
$902K - $973K
|
62K
$4.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
223+ 10.81% |
$13.9K - $15K
|
2.29K
$153K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-450- 1.78% |
$28.1K - $30.3K
|
24.8K
$1.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$62.4 - $67.3
|
7.32K
$490K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.3K+ 6.87% |
$81.1K - $87.5K
|
20.2K
$1.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.45K+ 172.5% |
$215K - $232K
|
5.45K
$365K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
17.1K+ 75.77% |
$1.07M - $1.15M
|
39.8K
$2.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2+ 0.35% |
$125 - $135
|
570
$38.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
200+ 23.89% |
$12.5K - $13.5K
|
1.04K
$69.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-28- 22.95% |
$1.75K - $1.88K
|
94
$6.29K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-115- 11.87% |
$7.17K - $7.74K
|
854
$57.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
603New |
$37.6K - $40.6K
|
603
$40.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
5.19K+ 1.62% |
$324K - $350K
|
325K
$21.8M
|
|