Latest Institutional Transactions on First Trust Rising Dividend Ac (RDVY)
This table provides information on the latest institutional transactions involving First Trust Rising Dividend Ac (RDVY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
20.7KNew |
$1.07M - $1.3M
|
20.7K
$1.37M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
442K+ 15.8% |
$22.8M - $27.7M
|
3.24M
$215M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.03K+ 26.26% |
$105K - $127K
|
9.77K
$648K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
6.11KNew |
$315K - $383K
|
6.11K
$405K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-1.72K- 4.11% |
$89K - $108K
|
40.2K
$2.67M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-40.1K- 53.33% |
$2.07M - $2.52M
|
35.1K
$2.33M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.17K- 7.73% |
$112K - $136K
|
25.9K
$1.72M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-31.3K- 77.66% |
$1.61M - $1.96M
|
9K
$597K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.46K+ 346.0% |
$179K - $217K
|
4.46K
$296K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.52KNew |
$181K - $221K
|
3.52K
$233K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
131K+ 96.55% |
$6.75M - $8.21M
|
266K
$17.7M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-173K- 88.71% |
$8.93M - $10.9M
|
22K
$1.46M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.02% |
$51.6 - $62.7
|
4.3K
$285K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
129K+ 0.77% |
$6.66M - $8.1M
|
16.9M
$1.12B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
53.6K+ 5.55% |
$2.76M - $3.36M
|
1.02M
$67.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.84KNew |
$405K - $492K
|
7.84K
$520K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
7+ 0.08% |
$361 - $439
|
8.89K
$589K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
306New |
$15.8K - $19.2K
|
306
$20.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.24K- 10.12% |
$322K - $391K
|
55.4K
$3.67M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3+ 0.02% |
$155 - $188
|
18.2K
$1.2M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
76.8K+ 26.7% |
$3.96M - $4.82M
|
364K
$24.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
21.3K+ 561.8% |
$1.1M - $1.34M
|
25.1K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
62.8K+ 74.78% |
$3.24M - $3.94M
|
147K
$9.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-112K- 99.1% |
$5.8M - $7.05M
|
1.02K
$67.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
258K+ 5.32% |
$13.3M - $16.2M
|
5.12M
$339M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.76K- 28.09% |
$142K - $173K
|
7.06K
$468K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
21.7K+ 4.22% |
$1.12M - $1.36M
|
535K
$35.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.21K+ 37.77% |
$166K - $202K
|
11.7K
$777K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.8K+ 3.77% |
$1.75M - $2.12M
|
932K
$61.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
89.4K+ 7.04% |
$4.61M - $5.61M
|
1.36M
$90.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
7+ 0.16% |
$361 - $439
|
4.44K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.96K+ 5.56% |
$153K - $186K
|
56.2K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
335K+ 3.52% |
$17.3M - $21M
|
9.86M
$654M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
4+ 0.02% |
$206 - $251
|
22.8K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.27K- 19.79% |
$117K - $142K
|
9.18K
$609K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.3K+ 54.61% |
$1.1M - $1.34M
|
60.4K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.5K+ 2.26% |
$77.3K - $94K
|
67.9K
$4.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-482- 0.84% |
$24.9K - $30.2K
|
56.6K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$51.6 - $62.7
|
4.13K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
1.66K+ 8.99% |
$85.7K - $104K
|
20.1K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.22KNew |
$166K - $202K
|
3.22K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.68K+ 0.93% |
$448K - $545K
|
941K
$62.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.95K+ 58.35% |
$307K - $373K
|
16.1K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.29K+ 19.28% |
$118K - $144K
|
14.2K
$940K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-39- 0.83% |
$2.01K - $2.45K
|
4.68K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.25KNew |
$168K - $204K
|
3.25K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
958K+ 15.66% |
$49.4M - $60.1M
|
7.07M
$469M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.65K+ 1.57% |
$188K - $229K
|
237K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-72.5K- 64.24% |
$3.74M - $4.55M
|
40.3K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-207- 0.29% |
$10.7K - $13K
|
72.4K
$4.8M
|