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 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-397- 6.77% |
$20.5K - $24.9K
|
5.46K
$362K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
25.1KNew |
$1.29M - $1.57M
|
25.1K
$1.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.22K+ 13.4% |
$62.7K - $76.2K
|
10.3K
$682K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-926- 2.47% |
$47.8K - $58.1K
|
36.6K
$2.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
834+ 103.47% |
$43K - $52.3K
|
1.64K
$109K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.29K- 2.66% |
$66.5K - $80.8K
|
47.1K
$3.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-364- 1.76% |
$18.8K - $22.8K
|
20.4K
$1.35M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3.47K- 6.82% |
$179K - $217K
|
47.3K
$3.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
568New |
$29.3K - $35.6K
|
568
$37.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-43.7K- 1.8% |
$2.25M - $2.74M
|
2.38M
$158M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.59K- 7.73% |
$81.8K - $99.5K
|
18.9K
$1.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-512- 2.82% |
$26.4K - $32.1K
|
17.6K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.13K+ 10.18% |
$58.5K - $71.1K
|
12.3K
$814K
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-11.4K- 2.46% |
$588K - $715K
|
453K
$30M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.4K+ 6.71% |
$485K - $590K
|
149K
$9.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-27.6K- 87.04% |
$1.42M - $1.73M
|
4.11K
$272K
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.6K- 19.17% |
$599K - $728K
|
48.9K
$3.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4.77K+ 28.06% |
$246K - $299K
|
21.8K
$1.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-912- 2.81% |
$47.1K - $57.2K
|
31.5K
$2.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.91K- 42.81% |
$254K - $308K
|
6.56K
$435K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
908K+ 26.53% |
$46.8M - $56.9M
|
4.33M
$287M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-854- 3.09% |
$44.1K - $53.6K
|
26.8K
$1.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
122K+ 2449.42% |
$6.32M - $7.68M
|
127K
$8.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
3.85KNew |
$199K - $241K
|
3.85K
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-38- 1.01% |
$1.96K - $2.38K
|
3.74K
$248K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
5.73K+ 10.12% |
$296K - $359K
|
62.3K
$4.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.3K- 9.49% |
$67.2K - $81.7K
|
12.4K
$824K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-239- 1.18% |
$12.3K - $15K
|
20K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
403+ 2.06% |
$20.8K - $25.3K
|
19.9K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
27.7K+ 3.35% |
$1.43M - $1.74M
|
854K
$56.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
44.3K+ 95.37% |
$2.29M - $2.78M
|
90.8K
$6.02M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.1KNew |
$521K - $634K
|
10.1K
$670K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-871- 1.0% |
$44.9K - $54.6K
|
86.1K
$5.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.89KNew |
$201K - $244K
|
3.89K
$258K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
34+ 0.14% |
$1.75K - $2.13K
|
24.6K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-81- 1.55% |
$4.18K - $5.08K
|
5.15K
$341K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
279+ 1.25% |
$14.4K - $17.5K
|
22.6K
$1.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
10.3K+ 38.94% |
$532K - $646K
|
36.8K
$2.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 1.79% |
$169K - $205K
|
179K
$11.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.28K+ 1.11% |
$272K - $331K
|
482K
$31.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
16.2K+ 17.58% |
$837K - $1.02M
|
108K
$7.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.15K- 2.26% |
$111K - $135K
|
92.7K
$6.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.2K+ 2.29% |
$631K - $767K
|
546K
$36.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-873- 6.35% |
$45K - $54.8K
|
12.9K
$853K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.15K+ 0.99% |
$59.5K - $72.3K
|
118K
$7.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-317- 5.77% |
$16.4K - $19.9K
|
5.17K
$343K
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
5.33K+ 2.94% |
$275K - $334K
|
187K
$12.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
147+ 1.02% |
$7.59K - $9.22K
|
14.6K
$970K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
3.42K+ 3.6% |
$176K - $214K
|
98.2K
$6.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
337+ 1.58% |
$17.4K - $21.1K
|
21.6K
$1.43M
|