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 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
|
|
|
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 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
|
|
|
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 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 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.91K+ 7.27% |
$119K - $129K
|
28.2K
$1.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.88K+ 15.31% |
$117K - $126K
|
14.2K
$947K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.88K+ 1.9% |
$117K - $126K
|
101K
$6.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.88K+ 1.34% |
$117K - $126K
|
142K
$9.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.86K+ 12.36% |
$116K - $125K
|
16.9K
$1.13M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.83K+ 11.83% |
$114K - $123K
|
17.3K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.83K+ 16.97% |
$114K - $123K
|
12.6K
$845K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.81K+ 2.82% |
$113K - $121K
|
65.7K
$4.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.8K+ 803.57% |
$112K - $121K
|
2.02K
$135K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1.71K+ 30.16% |
$106K - $115K
|
7.37K
$493K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.68K+ 2.14% |
$105K - $113K
|
80.1K
$5.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.67K+ 8.38% |
$104K - $113K
|
21.6K
$1.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.64K+ 44.85% |
$102K - $110K
|
5.28K
$354K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.63K+ 5.85% |
$101K - $109K
|
29.4K
$1.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.59K+ 2.55% |
$99.2K - $107K
|
64K
$4.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.59K+ 19.31% |
$99K - $107K
|
9.81K
$656K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.55K+ 9.27% |
$96.6K - $104K
|
18.2K
$1.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
1.54K+ 5.54% |
$96.3K - $104K
|
29.4K
$1.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.49K+ 4.72% |
$92.8K - $100K
|
33K
$2.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
1.49K+ 6.93% |
$92.7K - $100K
|
22.9K
$1.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.46K+ 2.04% |
$90.8K - $98K
|
72.8K
$4.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.36KNew |
$85K - $91.6K
|
1.36K
$91.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
1.36K+ 5.77% |
$84.6K - $91.2K
|
24.9K
$1.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.35K+ 46.14% |
$84.2K - $90.8K
|
4.28K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.32K+ 0.66% |
$82.2K - $88.7K
|
200K
$13.4M
|
|