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 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 15.3% |
$537K - $653K
|
78.4K
$5.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.93K- 2.7% |
$99.7K - $121K
|
69.6K
$4.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.96K- 20.67% |
$101K - $123K
|
7.52K
$499K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.15K+ 8.19% |
$111K - $135K
|
28.4K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27.5K+ 55.92% |
$1.42M - $1.72M
|
76.6K
$5.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-491- 8.95% |
$25.3K - $30.8K
|
4.99K
$331K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45.1K+ 7.26% |
$2.33M - $2.83M
|
667K
$44.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-377- 1.87% |
$19.5K - $23.7K
|
19.8K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.94K+ 2.6% |
$100K - $122K
|
76.5K
$5.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
10.9K+ 3.45% |
$561K - $682K
|
325K
$21.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-45.6K- 24.71% |
$2.35M - $2.86M
|
139K
$9.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.21KNew |
$217K - $264K
|
4.21K
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
11.4K+ 24.9% |
$590K - $717K
|
57.3K
$3.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3+ 0.46% |
$155 - $188
|
652
$43.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
10.5K+ 51.07% |
$543K - $660K
|
31.1K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-18.9K- 33.05% |
$975K - $1.19M
|
38.3K
$2.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
655+ 1.8% |
$33.8K - $41.1K
|
37.1K
$2.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.85K+ 8.0% |
$250K - $304K
|
65.5K
$4.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.17K+ 11.91% |
$60.5K - $73.6K
|
11K
$731K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.89K- 14.31% |
$97.4K - $118K
|
11.3K
$750K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.81K- 1.21% |
$93.6K - $114K
|
148K
$9.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
14.7K+ 4.42% |
$761K - $925K
|
348K
$23.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
23.1K+ 4.46% |
$1.19M - $1.45M
|
542K
$35.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.96K- 8.5% |
$101K - $123K
|
21.1K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
8.08KNew |
$417K - $507K
|
8.08K
$536K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
435K+ 22.87% |
$22.4M - $27.3M
|
2.34M
$155M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-14- 0.29% |
$722 - $878
|
4.81K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-102K- 6.74% |
$5.28M - $6.42M
|
1.42M
$93.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
407+ 0.69% |
$21K - $25.5K
|
59.6K
$3.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18.1K- 12.89% |
$935K - $1.14M
|
122K
$8.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2KNew |
$103K - $125K
|
2K
$133K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19.7K+ 42.82% |
$1.02M - $1.24M
|
65.9K
$4.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15.1K+ 11.29% |
$777K - $945K
|
148K
$9.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.82K- 6.92% |
$145K - $177K
|
37.9K
$2.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-13.4K- 53.62% |
$694K - $844K
|
11.6K
$771K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
1.13K+ 5.55% |
$58.2K - $70.7K
|
21.4K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.25K- 11.53% |
$116K - $141K
|
17.2K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-302- 0.6% |
$15.6K - $18.9K
|
50K
$3.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
228+ 2.46% |
$11.8K - $14.3K
|
9.49K
$629K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
375New |
$19.4K - $23.5K
|
375
$24.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50.5K+ 14.92% |
$2.61M - $3.17M
|
389K
$25.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-11K- 34.68% |
$567K - $690K
|
20.7K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.4K- 2.23% |
$1.47M - $1.78M
|
1.25M
$82.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-13.4K- 34.68% |
$693K - $842K
|
25.3K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.21K- 20.14% |
$217K - $264K
|
16.7K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.73K+ 10.67% |
$192K - $234K
|
38.7K
$2.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
512+ 1.87% |
$26.4K - $32.1K
|
27.9K
$1.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
15.6K+ 5.68% |
$807K - $981K
|
291K
$19.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
14.4K+ 13.28% |
$741K - $901K
|
122K
$8.12M
|