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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
69.5K+ 13.0% |
$4.33M - $4.67M
|
604K
$40.4M
|
|
|
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
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
68.2K+ 46.79% |
$4.25M - $4.59M
|
214K
$14.3M
|
|
|
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 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
61.3K+ 4.91% |
$3.82M - $4.13M
|
1.31M
$87.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
58.2K+ 32.71% |
$3.63M - $3.91M
|
236K
$15.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
56K+ 39.38% |
$3.49M - $3.77M
|
198K
$13.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
55.6K+ 65.21% |
$3.47M - $3.74M
|
141K
$9.43M
|
|
|
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
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
50.4K+ 47.13% |
$3.15M - $3.39M
|
157K
$10.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
49.2K+ 359.68% |
$3.07M - $3.31M
|
62.9K
$4.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
48.1K+ 944.78% |
$3M - $3.24M
|
53.2K
$3.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
44.5K+ 49.05% |
$2.78M - $3M
|
135K
$9.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.3K+ 3.26% |
$2.76M - $2.98M
|
1.4M
$93.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.4K+ 11.49% |
$2.71M - $2.92M
|
421K
$28.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
43.3K+ 38.07% |
$2.7M - $2.91M
|
157K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
42.5KNew |
$2.65M - $2.86M
|
42.5K
$2.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
41.5K+ 14.95% |
$2.59M - $2.79M
|
319K
$21.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
37.6KNew |
$2.35M - $2.53M
|
37.6K
$2.52M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
36.9K+ 8.15% |
$2.3M - $2.48M
|
490K
$32.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
36.4K+ 218.78% |
$2.27M - $2.45M
|
53.1K
$3.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35.6K+ 9.71% |
$2.22M - $2.4M
|
403K
$27M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35K+ 62.07% |
$2.19M - $2.36M
|
91.5K
$6.12M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
34KNew |
$2.12M - $2.29M
|
34K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.4K+ 3170.71% |
$2.02M - $2.18M
|
33.4K
$2.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
31.4K+ 185.4% |
$1.96M - $2.11M
|
48.4K
$3.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.3K+ 6.49% |
$1.95M - $2.1M
|
513K
$34.3M
|
|
|
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 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
30.9K+ 214.78% |
$1.93M - $2.08M
|
45.3K
$3.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
30.8K+ 2.9% |
$1.92M - $2.07M
|
1.09M
$73M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30.7K+ 229.67% |
$1.92M - $2.07M
|
44.1K
$2.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30.3K+ 13.26% |
$1.89M - $2.04M
|
259K
$17.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28K+ 7.19% |
$1.74M - $1.88M
|
417K
$27.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
27.9K+ 85.33% |
$1.74M - $1.88M
|
60.6K
$4.06M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27.5K+ 31.25% |
$1.72M - $1.85M
|
115K
$7.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
27.1K+ 283.94% |
$1.69M - $1.82M
|
36.6K
$2.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
26.9K+ 26.09% |
$1.68M - $1.81M
|
130K
$8.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
26.6K+ 43.18% |
$1.66M - $1.79M
|
88.3K
$5.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
24.2K+ 20.23% |
$1.51M - $1.63M
|
144K
$9.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
23.4K+ 33.49% |
$1.46M - $1.58M
|
93.4K
$6.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
23.4KNew |
$1.46M - $1.57M
|
23.4K
$1.57M
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
22.9K+ 81.05% |
$1.43M - $1.54M
|
51.2K
$3.43M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21.6K+ 159.93% |
$1.35M - $1.46M
|
35.2K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.8K+ 25.97% |
$1.3M - $1.4M
|
101K
$6.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
20.3KNew |
$1.27M - $1.37M
|
20.3K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.2K+ 8.55% |
$1.26M - $1.36M
|
257K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.7K+ 83.19% |
$1.23M - $1.33M
|
43.4K
$2.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.7K+ 0.75% |
$1.23M - $1.33M
|
2.64M
$177M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18.6K+ 9.78% |
$1.16M - $1.25M
|
208K
$13.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
BUY
|
- |
18.3KNew |
$1.14M - $1.23M
|
18.3K
$1.22M
|
|