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
|
True Private Wealth Advisors
|
BUY
|
- |
6.91KNew |
$431K - $465K
|
6.91K
$462K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.52KNew |
$407K - $439K
|
6.52K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.43K+ 4.35% |
$401K - $433K
|
154K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
6.35K+ 3.08% |
$396K - $427K
|
212K
$14.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
6.23K+ 20.68% |
$389K - $419K
|
36.4K
$2.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
5.95K+ 5.11% |
$371K - $400K
|
122K
$8.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.85K+ 2.28% |
$365K - $393K
|
262K
$17.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.81K+ 29.31% |
$362K - $391K
|
25.6K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.7K+ 2.14% |
$355K - $383K
|
272K
$18.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.66K+ 4.62% |
$353K - $381K
|
128K
$8.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
5.42K+ 30.56% |
$338K - $364K
|
23.1K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.41K+ 3.12% |
$337K - $364K
|
178K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.36KNew |
$334K - $360K
|
5.36K
$358K
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
5.35K+ 5.03% |
$334K - $360K
|
112K
$7.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.32K+ 0.97% |
$332K - $358K
|
551K
$36.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.25KNew |
$327K - $353K
|
5.25K
$351K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
5.19K+ 1.62% |
$324K - $350K
|
325K
$21.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.19K+ 20.08% |
$324K - $349K
|
31K
$2.08M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.16K+ 23.42% |
$322K - $347K
|
27.2K
$1.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.11K+ 4.41% |
$319K - $344K
|
121K
$8.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.93K+ 57.59% |
$307K - $332K
|
13.5K
$903K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
4.82K+ 0.83% |
$301K - $325K
|
583K
$39M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.82K+ 40.49% |
$300K - $324K
|
16.7K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
4.63KNew |
$289K - $311K
|
4.63K
$310K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.57K+ 44.14% |
$285K - $308K
|
14.9K
$1M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
4.56KNew |
$285K - $307K
|
4.56K
$305K
|
|
|
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
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.43K+ 2.22% |
$277K - $298K
|
204K
$13.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
4.39KNew |
$274K - $295K
|
4.39K
$294K
|
|
|
Nov 14, 2025
Q3 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
4.3KNew |
$268K - $290K
|
4.3K
$288K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.29K+ 4.93% |
$268K - $289K
|
91.4K
$6.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.23K+ 4.11% |
$264K - $284K
|
107K
$7.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.22K+ 21.42% |
$263K - $284K
|
23.9K
$1.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.17K+ 6.78% |
$260K - $281K
|
65.7K
$4.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.16K+ 73.54% |
$260K - $280K
|
9.82K
$657K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.13KNew |
$258K - $278K
|
4.13K
$277K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.13K+ 2.64% |
$258K - $278K
|
161K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
4.12K+ 4.7% |
$257K - $277K
|
91.7K
$6.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.03KNew |
$251K - $271K
|
4.03K
$269K
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.01KNew |
$250K - $270K
|
4.01K
$268K
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4KNew |
$250K - $269K
|
4K
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3.99K+ 18.37% |
$249K - $268K
|
25.7K
$1.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.95K+ 8.38% |
$246K - $266K
|
51.1K
$3.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.92K+ 5.11% |
$244K - $263K
|
80.5K
$5.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.9K+ 98.23% |
$243K - $262K
|
7.86K
$526K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.82KNew |
$238K - $257K
|
3.82K
$255K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.71K+ 12.17% |
$231K - $249K
|
34.2K
$2.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.66K+ 2.22% |
$228K - $246K
|
169K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.63KNew |
$227K - $244K
|
3.63K
$243K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.58K+ 2.83% |
$223K - $241K
|
130K
$8.71M
|
|