Latest Institutional Purchases of First Trust Rising Dividend Ac (RDVY)
This list provides information on the latest institutional transactions involving First Trust Rising Dividend Ac (RDVY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.21M+ 9.32% |
$114M - $139M
|
25.9M
$1.7B
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
958K+ 15.66% |
$49.4M - $60.1M
|
7.07M
$464M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
908K+ 26.53% |
$46.8M - $56.9M
|
4.33M
$284M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
612K+ 125.02% |
$31.6M - $38.4M
|
1.1M
$72.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
449K+ 12.74% |
$23.2M - $28.2M
|
3.97M
$260M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
435K+ 22.87% |
$22.4M - $27.3M
|
2.34M
$153M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
431K+ 44.29% |
$22.2M - $27M
|
1.4M
$92.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
335K+ 3.52% |
$17.3M - $21M
|
9.86M
$646M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
258K+ 5.32% |
$13.3M - $16.2M
|
5.12M
$335M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
258K+ 4.11% |
$13.3M - $16.2M
|
6.54M
$429M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
217K+ 31.61% |
$11.2M - $13.6M
|
906K
$59.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
199K+ 1.81% |
$10.3M - $12.5M
|
11.2M
$734M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
197KNew |
$10.1M - $12.3M
|
197K
$12.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
195K+ 23.73% |
$10.1M - $12.2M
|
1.02M
$66.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
180K+ 26.92% |
$9.29M - $11.3M
|
849K
$55.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
169K+ 80.72% |
$8.7M - $10.6M
|
378K
$24.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
144K+ 3584.07% |
$7.43M - $9.03M
|
148K
$9.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
143KNew |
$7.39M - $8.99M
|
143K
$9.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
133K+ 6.18% |
$6.86M - $8.34M
|
2.29M
$150M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
131K+ 96.55% |
$6.75M - $8.21M
|
266K
$17.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
129K+ 0.77% |
$6.66M - $8.1M
|
16.9M
$1.1B
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
122K+ 2449.42% |
$6.32M - $7.68M
|
127K
$8.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
120KNew |
$6.18M - $7.52M
|
120K
$7.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
106KNew |
$5.45M - $6.62M
|
106K
$6.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
104K+ 10.93% |
$5.39M - $6.55M
|
1.06M
$69.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
101K+ 127.22% |
$5.22M - $6.34M
|
181K
$11.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
98.5K+ 30.88% |
$5.08M - $6.18M
|
417K
$27.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
97.9K+ 3.63% |
$5.05M - $6.14M
|
2.8M
$183M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
95.7K+ 3.79% |
$4.94M - $6.01M
|
2.62M
$172M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
94.2K+ 98.64% |
$4.86M - $5.91M
|
190K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
89.4K+ 7.04% |
$4.61M - $5.61M
|
1.36M
$89.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
89.3K+ 3.8% |
$4.61M - $5.6M
|
2.44M
$160M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
78.3K+ 191.87% |
$4.04M - $4.91M
|
119K
$7.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
77.3K+ 80.85% |
$3.99M - $4.85M
|
173K
$11.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
77.3K+ 119.21% |
$3.99M - $4.85M
|
142K
$9.32M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
76.8K+ 26.7% |
$3.96M - $4.82M
|
364K
$23.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
76K+ 112.58% |
$3.92M - $4.77M
|
144K
$9.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69.8K+ 5.48% |
$3.6M - $4.38M
|
1.34M
$88.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
66.6K+ 368.14% |
$3.44M - $4.18M
|
84.7K
$5.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
64.8K+ 156.89% |
$3.34M - $4.06M
|
106K
$6.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
64.2KNew |
$3.31M - $4.03M
|
64.2K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
62.8K+ 74.78% |
$3.24M - $3.94M
|
147K
$9.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
59.6K+ 26.26% |
$3.07M - $3.74M
|
286K
$18.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
59KNew |
$3.05M - $3.7M
|
59K
$3.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
58.4K+ 26.98% |
$3.01M - $3.66M
|
275K
$18M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
53.6K+ 5.55% |
$2.76M - $3.36M
|
1.02M
$66.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
51.6K+ 29.82% |
$2.66M - $3.24M
|
225K
$14.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50.5K+ 14.92% |
$2.61M - $3.17M
|
389K
$25.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45.1K+ 7.26% |
$2.33M - $2.83M
|
667K
$43.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
44.3K+ 95.37% |
$2.29M - $2.78M
|
90.8K
$5.96M
|