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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
55.1K+ 984.5% |
$3.58M - $3.77M
|
60.7K
$4.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.2K+ 7.8% |
$143K - $150K
|
30.4K
$2.04M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 1.31% |
$154K - $162K
|
184K
$12.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
27K+ 5.27% |
$1.76M - $1.85M
|
540K
$36.1M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.5K+ 83.39% |
$228K - $239K
|
7.7K
$515K
|
|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
6.48K+ 7.76% |
$421K - $443K
|
90K
$6.02M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
10K+ 11.35% |
$652K - $684K
|
98.3K
$6.58M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.03K+ 34.43% |
$457K - $480K
|
27.4K
$1.84M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-67- 1.15% |
$4.36K - $4.58K
|
5.78K
$387K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-164- 98.2% |
$10.7K - $11.2K
|
3
$201
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-53.6K- 42.89% |
$3.49M - $3.66M
|
71.4K
$4.78M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7+ 0.12% |
$455 - $478
|
6.03K
$403K
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
113KNew |
$7.33M - $7.7M
|
113K
$7.54M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-6.03K- 3.85% |
$392K - $412K
|
151K
$10.1M
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
134New |
$8.71K - $9.15K
|
134
$8.97K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-42- 50.0% |
$2.73K - $2.87K
|
42
$2.81K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
382New |
$24.8K - $26.1K
|
382
$25.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.7K+ 6.94% |
$111K - $116K
|
26.2K
$1.75M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
10+ 0.28% |
$650 - $683
|
3.52K
$236K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-44- 0.12% |
$2.86K - $3.01K
|
38K
$2.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-319- 0.41% |
$20.7K - $21.8K
|
78.1K
$5.23M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$65 - $68.3
|
3.02K
$202K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
217+ 3.33% |
$14.1K - $14.8K
|
6.73K
$451K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.38K+ 3.4% |
$155K - $163K
|
72.4K
$4.84M
|
|
|
Jan 16, 2026
Q4 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
10.4K+ 9.74% |
$674K - $708K
|
117K
$7.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-22K- 17.96% |
$1.43M - $1.5M
|
101K
$6.73M
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
3.18K+ 65.1% |
$207K - $217K
|
8.06K
$539K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
34.5K+ 25.47% |
$2.24M - $2.35M
|
170K
$11.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
150New |
$9.75K - $10.2K
|
150
$10K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.84K+ 2.28% |
$120K - $126K
|
82.3K
$5.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
72.2K+ 27.92% |
$4.69M - $4.93M
|
331K
$22.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
297+ 5.14% |
$19.3K - $20.3K
|
6.07K
$407K
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.02K+ 0.31% |
$132K - $138K
|
665K
$44.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
21.4K+ 22.28% |
$1.39M - $1.46M
|
117K
$7.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.76K+ 22.49% |
$244K - $257K
|
20.5K
$1.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
715New |
$46.5K - $48.8K
|
715
$47.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
29KNew |
$1.88M - $1.98M
|
29K
$1.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-26.5K- 7.26% |
$1.72M - $1.81M
|
339K
$22.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
47.8K+ 33.91% |
$3.11M - $3.26M
|
189K
$12.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.48K+ 4.06% |
$356K - $374K
|
140K
$9.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
157+ 0.75% |
$10.2K - $10.7K
|
21.2K
$1.42M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-721- 1.4% |
$46.9K - $49.3K
|
51K
$3.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 1.81% |
$90.6K - $95.2K
|
75.5K
$5.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-200- 1.07% |
$13K - $13.7K
|
18.6K
$1.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-785- 0.86% |
$51K - $53.6K
|
90.4K
$6.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
35.3KNew |
$2.29M - $2.41M
|
35.3K
$2.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
411+ 0.63% |
$26.7K - $28.1K
|
65.6K
$4.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
817+ 0.89% |
$53.1K - $55.8K
|
92.6K
$6.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
47.7K+ 44.26% |
$3.1M - $3.26M
|
155K
$10.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
5.95K+ 16.25% |
$387K - $407K
|
42.6K
$2.85M
|
|