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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.57K+ 35.29% |
$222K - $240K
|
13.7K
$915K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.56K+ 62.72% |
$222K - $240K
|
9.24K
$618K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
3.52K+ 1.08% |
$220K - $237K
|
329K
$22M
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
3.49KNew |
$218K - $235K
|
3.49K
$234K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.45K+ 172.5% |
$215K - $232K
|
5.45K
$365K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.39KNew |
$211K - $228K
|
3.39K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.36K+ 5.45% |
$210K - $226K
|
65.1K
$4.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.31K+ 10.17% |
$207K - $223K
|
35.9K
$2.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
3.31KNew |
$207K - $223K
|
3.31K
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.28KNew |
$205K - $221K
|
3.28K
$219K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.24K+ 15.38% |
$202K - $218K
|
24.3K
$1.63M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.23KNew |
$201K - $217K
|
3.23K
$216K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.1KNew |
$193K - $209K
|
3.1K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3.05KNew |
$190K - $205K
|
3.05K
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
3.04KNew |
$190K - $205K
|
3.04K
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.01KNew |
$188K - $202K
|
3.01K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.99K+ 7.73% |
$186K - $201K
|
41.7K
$2.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.98K+ 12.13% |
$186K - $200K
|
27.5K
$1.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.98K+ 63.48% |
$186K - $200K
|
7.66K
$513K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.97K+ 1.99% |
$185K - $200K
|
152K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2.94K+ 0.99% |
$183K - $198K
|
299K
$20M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.9K+ 1.35% |
$181K - $195K
|
217K
$14.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.87K+ 2.82% |
$179K - $193K
|
105K
$7M
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
BUY
|
- |
2.86K+ 46.54% |
$179K - $193K
|
9.02K
$603K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.84K+ 5.85% |
$177K - $191K
|
51.3K
$3.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.83K+ 2.73% |
$176K - $190K
|
106K
$7.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.81K+ 2.2% |
$175K - $189K
|
130K
$8.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.76KNew |
$172K - $186K
|
2.76K
$185K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2.69K+ 2.48% |
$168K - $181K
|
111K
$7.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 3.98% |
$167K - $180K
|
70K
$4.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.61K+ 13.76% |
$163K - $176K
|
21.6K
$1.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.61K+ 7.1% |
$163K - $176K
|
39.4K
$2.63M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
2.53K+ 6.95% |
$158K - $170K
|
38.8K
$2.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.47K+ 21.1% |
$154K - $166K
|
14.2K
$950K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.44K+ 33.95% |
$152K - $164K
|
9.63K
$645K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.43K+ 7.16% |
$152K - $164K
|
36.4K
$2.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.35K+ 13.02% |
$147K - $158K
|
20.4K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
2.35K+ 11.68% |
$147K - $158K
|
22.5K
$1.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.33K+ 14.17% |
$145K - $157K
|
18.8K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.31K+ 2.62% |
$144K - $155K
|
90.4K
$6.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 1.28% |
$143K - $154K
|
181K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.24K+ 3.98% |
$140K - $151K
|
58.5K
$3.91M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
2.2KNew |
$137K - $148K
|
2.2K
$147K
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.16K+ 9.2% |
$134K - $145K
|
25.6K
$1.71M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.14K+ 4.62% |
$134K - $144K
|
48.6K
$3.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.07K+ 21.8% |
$129K - $139K
|
11.6K
$773K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.06K+ 120.37% |
$128K - $138K
|
3.76K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
2.04K+ 2.01% |
$127K - $137K
|
104K
$6.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.92K+ 1.07% |
$120K - $129K
|
182K
$12.2M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.91K+ 7.27% |
$119K - $129K
|
28.2K
$1.89M
|
|