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 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
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
310+ 2.24% |
$19.3K - $20.9K
|
14.2K
$948K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.59K+ 2.55% |
$99.2K - $107K
|
64K
$4.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.97K+ 1.99% |
$185K - $200K
|
152K
$10.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.3K+ 9.88% |
$640K - $690K
|
114K
$7.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
174+ 0.27% |
$10.9K - $11.7K
|
64.1K
$4.29M
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-43.6K- 92.16% |
$2.72M - $2.93M
|
3.71K
$248K
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-1.32K- 3.93% |
$82.3K - $88.8K
|
32.3K
$2.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.06K+ 120.37% |
$128K - $138K
|
3.76K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.2K+ 88.8% |
$1.95M - $2.1M
|
66.3K
$4.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
830+ 3.81% |
$51.8K - $55.9K
|
22.6K
$1.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10K+ 16.01% |
$626K - $676K
|
72.8K
$4.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
675+ 2.8% |
$42.1K - $45.4K
|
24.8K
$1.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.36KNew |
$334K - $360K
|
5.36K
$358K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-827- 4.15% |
$51.6K - $55.6K
|
19.1K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
160+ 4.55% |
$9.98K - $10.8K
|
3.67K
$246K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-148- 2.53% |
$9.23K - $9.96K
|
5.7K
$382K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
248K+ 27.42% |
$15.5M - $16.7M
|
1.15M
$77.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
114+ 0.56% |
$7.11K - $7.67K
|
20.5K
$1.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.47K+ 21.1% |
$154K - $166K
|
14.2K
$950K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
24.2K+ 20.23% |
$1.51M - $1.63M
|
144K
$9.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.15% |
$62.4 - $67.3
|
649
$43.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
65+ 14.35% |
$4.05K - $4.37K
|
518
$34.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-12.4K- 7.84% |
$774K - $835K
|
146K
$9.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.38K+ 27.58% |
$460K - $497K
|
34.1K
$2.28M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.29K+ 4.93% |
$268K - $289K
|
91.4K
$6.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-108- 0.6% |
$6.74K - $7.27K
|
17.9K
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
577K+ 13.34% |
$36M - $38.8M
|
4.91M
$328M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
34+ 14.91% |
$2.12K - $2.29K
|
262
$17.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.59K- 17.36% |
$99.4K - $107K
|
7.59K
$508K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-453- 8.55% |
$28.3K - $30.5K
|
4.85K
$324K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-747- 0.94% |
$46.6K - $50.3K
|
78.5K
$5.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-595- 11.56% |
$37.1K - $40K
|
4.55K
$305K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
189K+ 13.46% |
$11.8M - $12.7M
|
1.59M
$107M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.36% |
$62.4 - $67.3
|
277
$18.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-312- 1.79% |
$19.5K - $21K
|
17.2K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.22K+ 28.87% |
$75.9K - $81.8K
|
5.43K
$363K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
98+ 2.13% |
$6.11K - $6.59K
|
4.7K
$314K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-352- 66.79% |
$22K - $23.7K
|
175
$11.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
23.4K+ 33.49% |
$1.46M - $1.58M
|
93.4K
$6.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.18% |
$62.4 - $67.3
|
551
$36.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-483- 2.8% |
$30.1K - $32.5K
|
16.7K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.85K+ 2.28% |
$365K - $393K
|
262K
$17.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
41.5K+ 14.95% |
$2.59M - $2.79M
|
319K
$21.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.2K- 3.53% |
$75K - $80.9K
|
32.8K
$2.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-31.1K- 13.87% |
$1.94M - $2.1M
|
193K
$12.9M
|
|