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 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
98.5K+ 30.88% |
$5.08M - $6.18M
|
417K
$27.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.27K+ 303.61% |
$117K - $142K
|
3.02K
$200K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-900- 51.43% |
$46.4K - $56.5K
|
850
$56.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.03K- 8.97% |
$363K - $441K
|
71.4K
$4.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-2.2K- 75.6% |
$113K - $138K
|
709
$47K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-27.1K- 30.23% |
$1.4M - $1.7M
|
62.5K
$4.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-3.09K- 18.21% |
$159K - $194K
|
13.9K
$920K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
926+ 6.88% |
$47.8K - $58.1K
|
14.4K
$953K
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
59KNew |
$3.05M - $3.7M
|
59K
$3.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.2K+ 2.82% |
$834K - $1.01M
|
590K
$39.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
532+ 1.83% |
$27.5K - $33.4K
|
29.6K
$1.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
352+ 201.14% |
$18.2K - $22.1K
|
527
$35K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.24K+ 13.05% |
$374K - $454K
|
62.7K
$4.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
3.2KNew |
$165K - $201K
|
3.2K
$212K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.16K+ 5.04% |
$59.7K - $72.6K
|
24.1K
$1.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2K+ 42.68% |
$103K - $126K
|
6.7K
$444K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
4.21K+ 4.31% |
$217K - $264K
|
102K
$6.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
137+ 0.83% |
$7.07K - $8.6K
|
16.7K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.28K+ 2.66% |
$169K - $206K
|
127K
$8.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
58.4K+ 26.98% |
$3.01M - $3.66M
|
275K
$18.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
195K+ 23.73% |
$10.1M - $12.2M
|
1.02M
$67.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
219New |
$11.3K - $13.7K
|
219
$14.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.99K+ 10.98% |
$154K - $187K
|
30.2K
$2M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
422+ 32.81% |
$21.8K - $26.5K
|
1.71K
$113K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.29K+ 2.98% |
$118K - $144K
|
79.2K
$5.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.11K+ 4.95% |
$109K - $132K
|
44.6K
$2.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.79K+ 5.96% |
$299K - $363K
|
103K
$6.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-140K- 24.47% |
$7.22M - $8.78M
|
432K
$28.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.67K- 3.39% |
$447K - $544K
|
247K
$16.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17K+ 4.85% |
$877K - $1.07M
|
368K
$24.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.12K- 10.21% |
$57.7K - $70.1K
|
9.83K
$652K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
76K+ 112.58% |
$3.92M - $4.77M
|
144K
$9.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.14K- 9.26% |
$110K - $134K
|
21K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.97KNew |
$205K - $249K
|
3.97K
$263K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-37- 0.48% |
$1.91K - $2.32K
|
7.72K
$512K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
202+ 480.95% |
$10.4K - $12.7K
|
244
$16.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
39+ 0.68% |
$2.01K - $2.45K
|
5.79K
$384K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.36K+ 16.78% |
$122K - $148K
|
16.5K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
25.3KNew |
$1.31M - $1.59M
|
25.3K
$1.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-1.4K- 27.68% |
$72.2K - $87.8K
|
3.66K
$242K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
501+ 8.96% |
$25.9K - $31.4K
|
6.09K
$404K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
7+ 0.18% |
$361 - $439
|
3.9K
$259K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.56K+ 27.68% |
$80.4K - $97.8K
|
7.19K
$477K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.06K+ 4.79% |
$54.9K - $66.7K
|
23.3K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
391+ 10.31% |
$20.2K - $24.5K
|
4.18K
$277K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-264- 0.17% |
$13.6K - $16.6K
|
158K
$10.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-520- 4.03% |
$26.8K - $32.6K
|
12.4K
$822K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
9+ 0.09% |
$464 - $565
|
10.1K
$668K
|
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
3.31K+ 0.59% |
$171K - $207K
|
567K
$37.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.53K- 11.24% |
$78.7K - $95.7K
|
12.1K
$799K
|