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 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-5.03K- 10.33% |
$314K - $338K
|
43.6K
$2.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.54K+ 38.01% |
$595K - $642K
|
34.6K
$2.32M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.76K- 19.57% |
$110K - $118K
|
7.23K
$484K
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
12.7K+ 14.54% |
$791K - $854K
|
100K
$6.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.64K+ 44.85% |
$102K - $110K
|
5.28K
$354K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
3.31KNew |
$207K - $223K
|
3.31K
$222K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4.57K- 7.01% |
$285K - $307K
|
60.7K
$4.06M
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-350- 0.3% |
$21.8K - $23.6K
|
117K
$7.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-2.3K- 15.59% |
$144K - $155K
|
12.5K
$835K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.02% |
$312 - $336
|
31.1K
$2.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-283- 1.56% |
$17.7K - $19K
|
17.9K
$1.2M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.57K+ 35.29% |
$222K - $240K
|
13.7K
$915K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
414New |
$25.8K - $27.9K
|
414
$27.7K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.36K- 15.15% |
$85K - $91.7K
|
7.63K
$511K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
34KNew |
$2.12M - $2.29M
|
34K
$2.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.66K+ 2.22% |
$228K - $246K
|
169K
$11.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
505+ 9.45% |
$31.5K - $34K
|
5.85K
$392K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.81K+ 2.2% |
$175K - $189K
|
130K
$8.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
367+ 2.2% |
$22.9K - $24.7K
|
17K
$1.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.04% |
$125 - $135
|
4.79K
$321K
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
9.87K+ 35.58% |
$615K - $664K
|
37.6K
$2.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.38K- 49.83% |
$585K - $631K
|
9.45K
$632K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
77+ 0.23% |
$4.8K - $5.18K
|
33.7K
$2.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17.7KNew |
$1.1M - $1.19M
|
17.7K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1+ 0.02% |
$62.4 - $67.3
|
6.52K
$436K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-200- 2.56% |
$12.5K - $13.5K
|
7.6K
$509K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
76+ 115.15% |
$4.74K - $5.11K
|
142
$9.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-21.2K- 8.6% |
$1.32M - $1.43M
|
226K
$15.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
11K+ 15.94% |
$686K - $740K
|
80K
$5.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-421- 2.29% |
$26.3K - $28.3K
|
17.9K
$1.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-120- 0.39% |
$7.49K - $8.07K
|
31K
$2.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
107+ 0.38% |
$6.67K - $7.2K
|
28K
$1.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
896New |
$55.9K - $60.3K
|
896
$60K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.44K+ 33.95% |
$152K - $164K
|
9.63K
$645K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.9K+ 1.35% |
$181K - $195K
|
217K
$14.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-933- 11.24% |
$58.2K - $62.8K
|
7.37K
$493K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.24K+ 15.38% |
$202K - $218K
|
24.3K
$1.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-29- 0.58% |
$1.81K - $1.95K
|
4.96K
$332K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
1.49K+ 6.93% |
$92.7K - $100K
|
22.9K
$1.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.01KNew |
$250K - $270K
|
4.01K
$268K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.05% |
$499 - $538
|
14.6K
$980K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2.69K+ 2.48% |
$168K - $181K
|
111K
$7.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-41.3K- 4.09% |
$2.58M - $2.78M
|
969K
$64.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.98K+ 63.48% |
$186K - $200K
|
7.66K
$513K
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-7.3K- 9.61% |
$455K - $491K
|
68.7K
$4.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
238+ 0.4% |
$14.8K - $16K
|
59.8K
$4.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-310- 3.64% |
$19.3K - $20.9K
|
8.21K
$549K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.1KNew |
$193K - $209K
|
3.1K
$208K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-12.3K- 98.92% |
$764K - $825K
|
134
$8.97K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
153+ 1.23% |
$9.54K - $10.3K
|
12.6K
$846K
|
|