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 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
|
|
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
200+ 23.89% |
$12.5K - $13.5K
|
1.04K
$69.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
192New |
$12K - $12.9K
|
192
$12.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
174+ 0.27% |
$10.9K - $11.7K
|
64.1K
$4.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
167+ 0.09% |
$10.4K - $11.2K
|
177K
$11.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
164+ 5466.67% |
$10.2K - $11K
|
167
$11.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
163+ 0.82% |
$10.2K - $11K
|
20K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
160+ 4.55% |
$9.98K - $10.8K
|
3.67K
$246K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
159+ 0.27% |
$9.92K - $10.7K
|
59.8K
$4M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
153+ 1.23% |
$9.54K - $10.3K
|
12.6K
$846K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
128+ 2.84% |
$7.98K - $8.61K
|
4.63K
$310K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
114+ 0.56% |
$7.11K - $7.67K
|
20.5K
$1.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
109+ 0.99% |
$6.8K - $7.33K
|
11.1K
$745K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
107+ 0.38% |
$6.67K - $7.2K
|
28K
$1.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
101+ 2.92% |
$6.3K - $6.8K
|
3.56K
$238K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
98+ 2.13% |
$6.11K - $6.59K
|
4.7K
$314K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
88+ 27.33% |
$5.49K - $5.92K
|
410
$27.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
87New |
$5.43K - $5.85K
|
87
$5.82K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
85+ 1.47% |
$5.3K - $5.72K
|
5.87K
$393K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
77+ 0.23% |
$4.8K - $5.18K
|
33.7K
$2.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
76+ 115.15% |
$4.74K - $5.11K
|
142
$9.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
74New |
$4.62K - $4.98K
|
74
$4.95K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
65+ 14.35% |
$4.05K - $4.37K
|
518
$34.7K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
46+ 0.18% |
$2.87K - $3.1K
|
25.9K
$1.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
38+ 0.57% |
$2.37K - $2.56K
|
6.73K
$451K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
34+ 14.91% |
$2.12K - $2.29K
|
262
$17.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
33+ 3.21% |
$2.06K - $2.22K
|
1.06K
$70.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
28+ 0.25% |
$1.75K - $1.88K
|
11.2K
$751K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
15+ 0.23% |
$936 - $1.01K
|
6.58K
$440K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
10+ 0.27% |
$624 - $673
|
3.67K
$245K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
10+ 0.06% |
$624 - $673
|
17.2K
$1.15M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
9+ 0.03% |
$561 - $606
|
31.8K
$2.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.05% |
$499 - $538
|
14.6K
$980K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.14% |
$374 - $404
|
4.44K
$297K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.02% |
$312 - $336
|
31.1K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4+ 0.07% |
$250 - $269
|
5.46K
$365K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2+ 0.31% |
$125 - $135
|
654
$43.8K
|
|