Latest Institutional Purchases of First Trust Rising Dividend Ac (RDVY)
This list provides information on the latest institutional transactions involving First Trust Rising Dividend Ac (RDVY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
72.2K+ 27.92% |
$4.69M - $4.93M
|
331K
$22.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
47.8K+ 33.91% |
$3.11M - $3.26M
|
189K
$12.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
47.7K+ 44.26% |
$3.1M - $3.26M
|
155K
$10.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
44.2KNew |
$2.87M - $3.02M
|
44.2K
$2.96M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
37.4KNew |
$2.43M - $2.55M
|
37.4K
$2.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
35.3KNew |
$2.29M - $2.41M
|
35.3K
$2.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
34.5K+ 25.47% |
$2.24M - $2.35M
|
170K
$11.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
29KNew |
$1.88M - $1.98M
|
29K
$1.94M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
27.6K+ 13.25% |
$1.8M - $1.89M
|
236K
$15.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
22.6K+ 27.99% |
$1.47M - $1.54M
|
103K
$6.91M
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
21.4K+ 22.28% |
$1.39M - $1.46M
|
117K
$7.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
19.8K+ 15.44% |
$1.29M - $1.35M
|
148K
$9.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
19.1K+ 6.16% |
$1.24M - $1.3M
|
329K
$22M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
14.4K+ 6.31% |
$939K - $987K
|
243K
$16.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.3K+ 13.97% |
$798K - $839K
|
100K
$6.71M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
12.2K+ 3.49% |
$792K - $832K
|
361K
$24.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
10.4K+ 9.74% |
$674K - $708K
|
117K
$7.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.59K+ 32.06% |
$624K - $655K
|
39.5K
$2.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.45K+ 2.96% |
$550K - $577K
|
294K
$19.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
7.44K+ 7.11% |
$484K - $508K
|
112K
$7.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.39K+ 41.81% |
$415K - $437K
|
21.7K
$1.45M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6.18K+ 14.96% |
$402K - $422K
|
47.5K
$3.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
5.95K+ 16.25% |
$387K - $407K
|
42.6K
$2.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.67K+ 4.59% |
$369K - $387K
|
129K
$8.65M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.48K+ 4.06% |
$356K - $374K
|
140K
$9.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.31K+ 11.12% |
$345K - $363K
|
53.1K
$3.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.14K+ 2.99% |
$334K - $351K
|
177K
$11.9M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.72K+ 25.4% |
$307K - $322K
|
23.3K
$1.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.96K+ 6.96% |
$257K - $270K
|
60.8K
$4.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.76K+ 22.49% |
$244K - $257K
|
20.5K
$1.37M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.73KNew |
$242K - $255K
|
3.73K
$250K
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
3.18K+ 65.1% |
$207K - $217K
|
8.06K
$539K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
3.08K+ 5.21% |
$200K - $210K
|
62.1K
$4.15M
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
2.9KNew |
$188K - $198K
|
2.9K
$194K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.46K+ 0.64% |
$160K - $168K
|
385K
$25.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.38K+ 3.4% |
$155K - $163K
|
72.4K
$4.84M
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.02K+ 0.31% |
$132K - $138K
|
665K
$44.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.84K+ 2.28% |
$120K - $126K
|
82.3K
$5.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.7K+ 6.94% |
$111K - $116K
|
26.2K
$1.75M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.65K+ 2.94% |
$108K - $113K
|
57.8K
$3.87M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
981+ 5.37% |
$63.8K - $67K
|
19.3K
$1.29M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
817+ 0.89% |
$53.1K - $55.8K
|
92.6K
$6.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
715New |
$46.5K - $48.8K
|
715
$47.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
701+ 3.12% |
$45.6K - $47.9K
|
23.2K
$1.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
640+ 7.99% |
$41.6K - $43.7K
|
8.65K
$579K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
634+ 15.83% |
$41.2K - $43.3K
|
4.64K
$311K
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
624+ 5.4% |
$40.6K - $42.6K
|
12.2K
$815K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
524+ 3.74% |
$34.1K - $35.8K
|
14.5K
$973K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
497+ 0.94% |
$32.3K - $34K
|
53.6K
$3.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
458+ 0.35% |
$29.8K - $31.3K
|
131K
$8.74M
|
|