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 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
887+ 16.87% |
$45.8K - $55.7K
|
6.15K
$408K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
292+ 5.07% |
$15.1K - $18.3K
|
6.05K
$401K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
11+ 0.06% |
$568 - $690
|
17.2K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.7K+ 5.88% |
$912K - $1.11M
|
318K
$21.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
29.6KNew |
$1.53M - $1.86M
|
29.6K
$1.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-2K- 9.15% |
$103K - $126K
|
19.9K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
15.5K+ 4.7% |
$801K - $974K
|
346K
$23M
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 1.47% |
$56.8K - $69K
|
76K
$5.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
524+ 4.38% |
$27K - $32.9K
|
12.5K
$828K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-225- 0.7% |
$11.6K - $14.1K
|
31.7K
$2.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
3.71K+ 3.59% |
$191K - $233K
|
107K
$7.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
74+ 1.3% |
$3.82K - $4.64K
|
5.78K
$384K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.56K+ 6.73% |
$390K - $474K
|
120K
$7.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
14.3K+ 5.55% |
$737K - $896K
|
272K
$18M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-218- 1.53% |
$11.2K - $13.7K
|
14.1K
$934K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-339- 1.77% |
$17.5K - $21.3K
|
18.8K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
17.5KNew |
$902K - $1.1M
|
17.5K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.27K+ 4.49% |
$272K - $330K
|
122K
$8.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.34K+ 12.85% |
$69.1K - $84K
|
11.8K
$780K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-146K- 69.19% |
$7.56M - $9.19M
|
65.2K
$4.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.52K+ 3.32% |
$78.2K - $95.1K
|
47.2K
$3.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-372- 1.99% |
$19.2K - $23.3K
|
18.4K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-302- 5.39% |
$15.6K - $18.9K
|
5.3K
$352K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.71K- 9.85% |
$191K - $233K
|
33.9K
$2.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.5K- 25.43% |
$129K - $157K
|
7.32K
$486K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
231+ 1.65% |
$11.9K - $14.5K
|
14.2K
$941K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-439- 1.04% |
$22.7K - $27.5K
|
42K
$2.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
9+ 0.26% |
$464 - $565
|
3.51K
$232K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-10.4K- 54.85% |
$536K - $652K
|
8.56K
$568K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
206+ 0.67% |
$10.6K - $12.9K
|
31.1K
$2.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.4K- 10.76% |
$538K - $654K
|
86.4K
$5.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2.55K- 16.41% |
$131K - $160K
|
13K
$861K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.69K+ 27.85% |
$190K - $232K
|
16.9K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-808- 18.52% |
$41.7K - $50.7K
|
3.56K
$236K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-479- 0.83% |
$24.7K - $30.1K
|
57.1K
$3.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
2.04K+ 3.41% |
$105K - $128K
|
61.7K
$4.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
431K+ 44.29% |
$22.2M - $27M
|
1.4M
$93.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
39+ 0.79% |
$2.01K - $2.45K
|
4.99K
$331K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-659- 3.68% |
$34K - $41.3K
|
17.3K
$1.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.37K+ 51.41% |
$122K - $149K
|
6.99K
$464K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.97K+ 3.01% |
$153K - $186K
|
102K
$6.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.13K+ 1.8% |
$162K - $196K
|
177K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-128K- 89.23% |
$6.63M - $8.06M
|
15.5K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-1.82K- 9.78% |
$93.8K - $114K
|
16.8K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
15.6K+ 13.56% |
$806K - $980K
|
131K
$8.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-50- 13.44% |
$2.58K - $3.14K
|
322
$21.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
29+ 0.27% |
$1.5K - $1.82K
|
10.8K
$716K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-290K- 72.12% |
$15M - $18.2M
|
112K
$7.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.66KNew |
$240K - $292K
|
4.66K
$309K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
515+ 8.55% |
$26.6K - $32.3K
|
6.54K
$434K
|