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 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-19.2K- 20.91% |
$989K - $1.2M
|
72.5K
$4.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.89K- 2.62% |
$97.3K - $118K
|
70K
$4.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 1.08% |
$51.6 - $62.7
|
94
$6.23K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4.11K+ 23.32% |
$212K - $258K
|
21.7K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5.4K+ 33.11% |
$279K - $339K
|
21.7K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-39.8K- 33.07% |
$2.06M - $2.5M
|
80.6K
$5.35M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12KNew |
$617K - $750K
|
12K
$793K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-25.8K- 11.45% |
$1.33M - $1.62M
|
200K
$13.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27.8K+ 18.49% |
$1.43M - $1.74M
|
178K
$11.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
49+ 0.27% |
$2.53K - $3.07K
|
18K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-25.2K- 98.92% |
$1.3M - $1.58M
|
276
$18.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.47K- 40.04% |
$128K - $155K
|
3.7K
$245K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
709+ 3.4% |
$36.6K - $44.5K
|
21.6K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
275+ 1.86% |
$14.2K - $17.3K
|
15.1K
$1M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-272- 99.63% |
$14K - $17.1K
|
1
$66.3
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.2K+ 1.23% |
$61.9K - $75.2K
|
98.8K
$6.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.41K+ 1.91% |
$73K - $88.7K
|
75.4K
$5M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2+ 0.03% |
$103 - $125
|
6.52K
$432K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
43.4K+ 20.44% |
$2.24M - $2.72M
|
256K
$17M
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-2.25K- 6.46% |
$116K - $141K
|
32.6K
$2.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-91.4K- 8.3% |
$4.72M - $5.74M
|
1.01M
$67M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
7.63K+ 36.9% |
$394K - $479K
|
28.3K
$1.88M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.14K+ 5.32% |
$472K - $574K
|
181K
$12M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
194+ 2.42% |
$10K - $12.2K
|
8.22K
$545K
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-41.3K- 45.9% |
$2.13M - $2.59M
|
48.6K
$3.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.96K+ 11.47% |
$308K - $374K
|
57.9K
$3.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-999- 5.66% |
$51.5K - $62.7K
|
16.6K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-100- 0.72% |
$5.16K - $6.27K
|
13.9K
$919K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.3K+ 21.26% |
$1.05M - $1.27M
|
116K
$7.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
26.1K+ 21.82% |
$1.34M - $1.64M
|
145K
$9.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
94.2K+ 98.64% |
$4.86M - $5.91M
|
190K
$12.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-25.3K- 57.11% |
$1.31M - $1.59M
|
19K
$1.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.64K+ 3.19% |
$343K - $417K
|
215K
$14.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.92K- 2.14% |
$98.9K - $120K
|
87.6K
$5.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-354- 69.14% |
$18.3K - $22.2K
|
158
$10.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
745+ 4.3% |
$38.4K - $46.7K
|
18.1K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
77.3K+ 119.21% |
$3.99M - $4.85M
|
142K
$9.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
42+ 0.33% |
$2.17K - $2.64K
|
12.7K
$841K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
101K+ 127.22% |
$5.22M - $6.34M
|
181K
$12M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.96K+ 2.03% |
$204K - $249K
|
199K
$13.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.28K- 5.29% |
$324K - $394K
|
112K
$7.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.15K- 11.07% |
$59.4K - $72.3K
|
9.26K
$614K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.07K- 19.97% |
$107K - $130K
|
8.3K
$550K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.1K+ 5.15% |
$520K - $633K
|
206K
$13.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-5.19K- 22.65% |
$268K - $326K
|
17.7K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.35K+ 6.73% |
$173K - $210K
|
53.2K
$3.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.75K+ 9.29% |
$297K - $361K
|
67.6K
$4.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
366+ 1.84% |
$18.9K - $23K
|
20.3K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
2.62K+ 24.97% |
$135K - $165K
|
13.1K
$871K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.58K+ 1.51% |
$81.5K - $99.1K
|
106K
$7.05M
|