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 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
896New |
$55.9K - $60.3K
|
896
$60K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
888+ 13.78% |
$55.4K - $59.8K
|
7.33K
$491K
|
|
|
Nov 14, 2025
Q3 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
885+ 9.02% |
$55.2K - $59.6K
|
10.7K
$716K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
883+ 28.56% |
$55.1K - $59.4K
|
3.98K
$266K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
875+ 5.66% |
$54.6K - $58.9K
|
16.3K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
862+ 4.0% |
$53.8K - $58K
|
22.4K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
830+ 3.81% |
$51.8K - $55.9K
|
22.6K
$1.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
830+ 5.9% |
$51.8K - $55.9K
|
14.9K
$998K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
802+ 4.42% |
$50K - $54K
|
18.9K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
770+ 3.73% |
$48K - $51.8K
|
21.4K
$1.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
675+ 2.8% |
$42.1K - $45.4K
|
24.8K
$1.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
659+ 0.59% |
$41.1K - $44.3K
|
113K
$7.56M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
628+ 17.86% |
$39.2K - $42.3K
|
4.15K
$277K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
623New |
$38.9K - $41.9K
|
623
$41.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
621+ 1.17% |
$38.7K - $41.8K
|
53.8K
$3.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
611+ 12.23% |
$38.1K - $41.1K
|
5.61K
$375K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
603New |
$37.6K - $40.6K
|
603
$40.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
592+ 4.64% |
$36.9K - $39.8K
|
13.4K
$894K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
575+ 0.2% |
$35.9K - $38.7K
|
292K
$19.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
567New |
$35.4K - $38.2K
|
567
$37.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
549+ 8.64% |
$34.2K - $36.9K
|
6.91K
$462K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
520+ 175.08% |
$32.4K - $35K
|
817
$54.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
505+ 9.45% |
$31.5K - $34K
|
5.85K
$392K
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
502+ 1.06% |
$31.3K - $33.8K
|
47.6K
$3.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
466New |
$29.1K - $31.4K
|
466
$31.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
441+ 1.59% |
$27.5K - $29.7K
|
28.2K
$1.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
439+ 2.3% |
$27.4K - $29.5K
|
19.5K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
434New |
$27.1K - $29.2K
|
434
$29K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
424+ 6.96% |
$26.4K - $28.5K
|
6.52K
$436K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
414New |
$25.8K - $27.9K
|
414
$27.7K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
374New |
$23.3K - $25.2K
|
374
$25K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
372+ 1.87% |
$23.2K - $25K
|
20.3K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
367+ 2.2% |
$22.9K - $24.7K
|
17K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
357+ 0.98% |
$22.3K - $24K
|
36.9K
$2.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
327+ 3.33% |
$20.4K - $22K
|
10.2K
$680K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
310+ 2.24% |
$19.3K - $20.9K
|
14.2K
$948K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
310+ 5.12% |
$19.3K - $20.9K
|
6.36K
$426K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
300New |
$18.7K - $20.2K
|
300
$20.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
300+ 6.37% |
$18.7K - $20.2K
|
5.01K
$335K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
294+ 29.4% |
$18.3K - $19.8K
|
1.29K
$86.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
293+ 1.64% |
$18.3K - $19.7K
|
18.2K
$1.21M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
280+ 3.63% |
$17.5K - $18.8K
|
8K
$536K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
278+ 4.67% |
$17.3K - $18.7K
|
6.23K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
253+ 1.61% |
$15.8K - $17K
|
15.9K
$1.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
238+ 0.4% |
$14.8K - $16K
|
59.8K
$4.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
238+ 4.12% |
$14.8K - $16K
|
6.02K
$403K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
223+ 0.19% |
$13.9K - $15K
|
119K
$7.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
223+ 10.81% |
$13.9K - $15K
|
2.29K
$153K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
219+ 21.39% |
$13.7K - $14.7K
|
1.24K
$83.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
217+ 1.27% |
$13.5K - $14.6K
|
17.2K
$1.15M
|
|