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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.8K+ 4.78% |
$145K - $176K
|
61.5K
$3.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
1.13K+ 5.05% |
$58.3K - $70.9K
|
23.5K
$1.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.9K- 4.64% |
$201K - $245K
|
80.2K
$5.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5.13K+ 977.9% |
$265K - $322K
|
5.66K
$359K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.21K+ 1.99% |
$62.2K - $75.7K
|
61.8K
$3.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 3.28% |
$77.4K - $94.1K
|
44.2K
$2.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.15K+ 2.12% |
$317K - $386K
|
296K
$18.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
161+ 0.27% |
$8.31K - $10.1K
|
59.6K
$3.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 1.7% |
$65.2K - $79.2K
|
75.6K
$4.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.6K- 2.21% |
$82.3K - $100K
|
70.6K
$4.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.62K- 23.23% |
$187K - $227K
|
12K
$758K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.06K- 11.84% |
$364K - $443K
|
52.5K
$3.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.88K+ 7.24% |
$96.9K - $118K
|
27.8K
$1.76M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
556+ 1.46% |
$28.7K - $34.9K
|
38.8K
$2.46M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
13.8K+ 20.14% |
$712K - $866K
|
82.3K
$5.21M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
8.23K+ 2.41% |
$425K - $516K
|
350K
$22.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
809+ 0.72% |
$41.7K - $50.8K
|
114K
$7.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7.37K+ 3.6% |
$380K - $462K
|
212K
$13.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.45KNew |
$333K - $405K
|
6.45K
$409K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
38.6K+ 13.67% |
$1.99M - $2.42M
|
321K
$20.3M
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
452New |
$25.9K - $28.7K
|
452
$28.6K
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
45.8K+ 25.29% |
$2.62M - $2.9M
|
227K
$14.4M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-14.9K- 12.68% |
$851K - $942K
|
102K
$6.49M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2K+ 3.89% |
$114K - $127K
|
53.3K
$3.38M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
567New |
$32.4K - $35.9K
|
567
$35.9K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.4K+ 5.37% |
$79.8K - $88.4K
|
27.4K
$1.74M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-109- 0.49% |
$6.24K - $6.91K
|
22.2K
$1.41M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
688K+ 196495.44% |
$39.4M - $43.6M
|
688K
$43.6M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-94.8K- 41.18% |
$5.43M - $6.01M
|
135K
$8.58M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
22.9KNew |
$1.31M - $1.45M
|
22.9K
$1.45M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
36.8K+ 152.43% |
$2.11M - $2.33M
|
61K
$3.86M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
11.3KNew |
$648K - $718K
|
11.3K
$718K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
398+ 1.07% |
$22.8K - $25.2K
|
37.5K
$2.38M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-376- 7.38% |
$21.5K - $23.8K
|
4.72K
$299K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.29K+ 7.93% |
$74K - $82K
|
17.6K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16.6K+ 67.54% |
$952K - $1.06M
|
41.3K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-57.4K- 6.21% |
$3.29M - $3.64M
|
868K
$55M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.35K- 3.84% |
$192K - $213K
|
83.9K
$5.32M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
491New |
$28.1K - $31.1K
|
491
$31.1K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 1.2% |
$162K - $179K
|
233K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15.4K+ 3.09% |
$880K - $975K
|
513K
$32.5M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
452+ 3.27% |
$25.9K - $28.7K
|
14.3K
$906K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40.1K+ 54.73% |
$2.3M - $2.54M
|
113K
$7.18M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
175New |
$10K - $11.1K
|
175
$11.1K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.5K+ 38.28% |
$1.4M - $1.56M
|
88.7K
$5.62M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-210- 17.36% |
$12K - $13.3K
|
1K
$63.4K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.41K- 3.5% |
$138K - $153K
|
66.4K
$4.21M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.27K- 4.34% |
$72.8K - $80.7K
|
28K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
309+ 6.45% |
$17.7K - $19.6K
|
5.1K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.3K+ 1.89% |
$990K - $1.1M
|
932K
$59.1M
|
|