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 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3New |
$155 - $188
|
3
$191
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-17.5K- 7.44% |
$901K - $1.1M
|
217K
$13.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3- 0.05% |
$155 - $188
|
6.45K
$411K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.26K+ 17.48% |
$220K - $267K
|
28.6K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-66.6K- 56.01% |
$3.44M - $4.18M
|
52.3K
$3.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
480+ 4.87% |
$24.8K - $30.1K
|
10.3K
$660K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.4K+ 1.62% |
$433K - $527K
|
526K
$33.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.13KNew |
$213K - $259K
|
4.13K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-46.7K- 67.98% |
$2.41M - $2.93M
|
22K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-603- 1.13% |
$31.1K - $37.8K
|
53K
$3.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.61K+ 277.13% |
$134K - $163K
|
3.55K
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.81K+ 14.15% |
$93.4K - $114K
|
14.6K
$931K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
8.86KNew |
$457K - $556K
|
8.86K
$565K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
779+ 0.94% |
$40.2K - $48.9K
|
83.8K
$5.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.73KNew |
$141K - $172K
|
2.73K
$174K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
9.36K+ 4.4% |
$483K - $587K
|
222K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.62K+ 8.46% |
$187K - $227K
|
46.4K
$2.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.83K- 11.38% |
$94.5K - $115K
|
14.3K
$910K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
1.23K+ 8.05% |
$63.3K - $76.9K
|
16.5K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.67K+ 3.96% |
$189K - $230K
|
96.3K
$6.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
2.59K+ 0.45% |
$133K - $162K
|
578K
$36.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
10.5K+ 5.34% |
$540K - $657K
|
207K
$13.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-3.91K- 39.11% |
$202K - $246K
|
6.09K
$389K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3.87K- 0.58% |
$200K - $243K
|
658K
$42M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
748+ 3.15% |
$38.6K - $46.9K
|
24.5K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-45- 0.13% |
$2.32K - $2.82K
|
34.5K
$2.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-528- 2.34% |
$27.2K - $33.1K
|
22K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-9.25K- 8.2% |
$477K - $580K
|
104K
$6.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-133- 0.2% |
$6.86K - $8.34K
|
67.3K
$4.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
114+ 1.46% |
$5.88K - $7.15K
|
7.9K
$504K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-323- 8.09% |
$16.7K - $20.3K
|
3.67K
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
7.08K+ 88.26% |
$365K - $444K
|
15.1K
$964K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.1K+ 46.55% |
$626K - $761K
|
38.2K
$2.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-223- 0.43% |
$11.5K - $14K
|
51.8K
$3.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.35K- 0.77% |
$121K - $147K
|
302K
$19.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.98K+ 2.63% |
$309K - $375K
|
233K
$14.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
20.5K+ 79.29% |
$1.06M - $1.28M
|
46.3K
$2.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
418New |
$21.6K - $26.2K
|
418
$26.7K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-42K- 32.3% |
$2.17M - $2.63M
|
88K
$5.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-905- 3.16% |
$46.7K - $56.8K
|
27.8K
$1.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.4K- 5.69% |
$176K - $213K
|
56.4K
$3.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
44.1K+ 106.97% |
$2.27M - $2.77M
|
85.3K
$5.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.86KNew |
$302K - $367K
|
5.86K
$373K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
879+ 17.95% |
$45.4K - $55.1K
|
5.78K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.06K+ 16.06% |
$106K - $129K
|
14.9K
$947K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-826- 1.42% |
$42.6K - $51.8K
|
57.3K
$3.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 0.51% |
$774 - $941
|
2.93K
$187K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
297New |
$15.3K - $18.6K
|
297
$18.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
133+ 3.15% |
$6.86K - $8.34K
|
4.36K
$278K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
414+ 2.25% |
$21.4K - $26K
|
18.8K
$1.2M
|