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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
16.7K+ 15.89% |
$863K - $1.05M
|
122K
$8.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
77.3K+ 80.85% |
$3.99M - $4.85M
|
173K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
279New |
$14.4K - $17.5K
|
279
$18.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.87K- 7.33% |
$148K - $180K
|
36.3K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.56K+ 38.11% |
$80.5K - $97.9K
|
5.66K
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
6.15KNew |
$317K - $386K
|
6.15K
$408K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-445- 2.21% |
$23K - $27.9K
|
19.7K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.44K- 7.79% |
$74.2K - $90.2K
|
17K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
529+ 5.7% |
$27.3K - $33.2K
|
9.81K
$651K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.86K+ 123.34% |
$302K - $367K
|
10.6K
$703K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
5+ 0.09% |
$258 - $314
|
5.46K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
197KNew |
$10.1M - $12.3M
|
197K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.2K+ 104.04% |
$630K - $766K
|
23.9K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 28.07% |
$64.2K - $78K
|
5.68K
$376K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.1K- 1.02% |
$56.5K - $68.7K
|
106K
$7.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
106KNew |
$5.45M - $6.62M
|
106K
$7M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
299+ 1.23% |
$15.4K - $18.8K
|
24.6K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.8K+ 4.47% |
$2M - $2.43M
|
906K
$60.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
64.2KNew |
$3.31M - $4.03M
|
64.2K
$4.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.4KNew |
$535K - $650K
|
10.4K
$687K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
575+ 2.5% |
$29.7K - $36.1K
|
23.6K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.67K+ 2.59% |
$190K - $231K
|
146K
$9.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
43.5K+ 72.21% |
$2.25M - $2.73M
|
104K
$6.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.82K+ 5.72% |
$93.9K - $114K
|
33.6K
$2.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-38.1K- 30.36% |
$1.96M - $2.39M
|
87.3K
$5.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-2.01K- 3.04% |
$103K - $126K
|
64K
$4.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-1.19K- 5.5% |
$61.3K - $74.5K
|
20.4K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
59+ 15.28% |
$3.04K - $3.7K
|
445
$29.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-310- 1.12% |
$16K - $19.4K
|
27.5K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
24+ 0.31% |
$1.24K - $1.51K
|
7.66K
$508K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
10.7K+ 8.62% |
$554K - $674K
|
135K
$8.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.65KNew |
$188K - $229K
|
3.65K
$242K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18.5K+ 31.09% |
$956K - $1.16M
|
78.1K
$5.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-130K- 96.11% |
$6.7M - $8.15M
|
5.26K
$349K
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.17K+ 3.82% |
$267K - $324K
|
140K
$9.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.44K+ 48.05% |
$229K - $279K
|
13.7K
$908K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.8K+ 6.16% |
$555K - $675K
|
185K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.6K+ 1.87% |
$82.4K - $100K
|
87.1K
$5.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2.93K+ 1.0% |
$151K - $184K
|
296K
$19.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
26.3K+ 20.27% |
$1.36M - $1.65M
|
156K
$10.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.9K+ 2.82% |
$767K - $933K
|
542K
$35.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-13K- 10.05% |
$672K - $817K
|
116K
$7.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.18% |
$51.6 - $62.7
|
550
$36.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-205- 5.99% |
$10.6K - $12.9K
|
3.22K
$214K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.34K+ 10.43% |
$482K - $586K
|
98.9K
$6.56M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.1K+ 100.24% |
$677K - $823K
|
26.2K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.21M+ 9.32% |
$114M - $139M
|
25.9M
$1.72B
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.35K- 70.77% |
$69.7K - $84.8K
|
558
$37K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-660- 12.44% |
$34.1K - $41.4K
|
4.65K
$308K
|