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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.36M+ 14.01% |
$147M - $159M
|
19.2M
$1.29B
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.7M+ 6.57% |
$106M - $114M
|
27.6M
$1.85B
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.21M+ 28801.24% |
$75.6M - $81.6M
|
1.22M
$81.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
717K+ 10.13% |
$44.7M - $48.2M
|
7.79M
$521M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
706K+ 25.25% |
$44M - $47.5M
|
3.5M
$234M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
625K+ 12.22% |
$39M - $42.1M
|
5.74M
$384M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
577K+ 13.34% |
$36M - $38.8M
|
4.91M
$328M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
457K+ 1497.05% |
$28.5M - $30.7M
|
487K
$32.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
455K+ 6.96% |
$28.4M - $30.6M
|
6.99M
$468M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
387K+ 11.95% |
$24.2M - $26.1M
|
3.63M
$243M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
371K+ 15.23% |
$23.2M - $25M
|
2.81M
$188M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
341K+ 3.46% |
$21.3M - $22.9M
|
10.2M
$683M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
298K+ 21.15% |
$18.6M - $20.1M
|
1.71M
$114M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
255K+ 124.28% |
$15.9M - $17.2M
|
461K
$30.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
253K+ 88.21% |
$15.8M - $17M
|
539K
$36.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
248K+ 27.42% |
$15.5M - $16.7M
|
1.15M
$77.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
242K+ 23.77% |
$15.1M - $16.3M
|
1.26M
$84.4M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
228K+ 24.42% |
$14.2M - $15.3M
|
1.16M
$77.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
211K+ 57.35% |
$13.1M - $14.2M
|
578K
$38.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
210K+ 8.8% |
$13.1M - $14.1M
|
2.59M
$173M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
206K+ 1567.33% |
$12.8M - $13.9M
|
219K
$14.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
190K+ 20.96% |
$11.8M - $12.8M
|
1.1M
$73.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
189K+ 13.46% |
$11.8M - $12.7M
|
1.59M
$107M
|
|
|
Nov 07, 2025
Q3 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
162K+ 86.42% |
$10.1M - $10.9M
|
348K
$23.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
147K+ 35.22% |
$9.17M - $9.89M
|
565K
$37.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
143KNew |
$8.89M - $9.59M
|
143K
$9.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
111K+ 4.86% |
$6.93M - $7.47M
|
2.4M
$160M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
104K+ 4.43% |
$6.46M - $6.97M
|
2.44M
$163M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
102KNew |
$6.35M - $6.85M
|
102K
$6.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
101K+ 7.5% |
$6.29M - $6.79M
|
1.45M
$96.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
98.1KNew |
$6.12M - $6.6M
|
98.1K
$6.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
95.8KNew |
$5.97M - $6.44M
|
95.8K
$6.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
86.3K+ 58.79% |
$5.38M - $5.8M
|
233K
$15.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
76.8K+ 13.01% |
$4.79M - $5.17M
|
667K
$44.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
75.4K+ 115.2% |
$4.71M - $5.08M
|
141K
$9.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
69.5K+ 13.0% |
$4.33M - $4.67M
|
604K
$40.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
69.3K+ 12.78% |
$4.32M - $4.66M
|
611K
$40.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
68.2K+ 46.79% |
$4.25M - $4.59M
|
214K
$14.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
64.4K+ 1224.68% |
$4.02M - $4.33M
|
69.6K
$4.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
61.3K+ 4.91% |
$3.82M - $4.13M
|
1.31M
$87.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
58.2K+ 32.71% |
$3.63M - $3.91M
|
236K
$15.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
56K+ 39.38% |
$3.49M - $3.77M
|
198K
$13.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
55.6K+ 65.21% |
$3.47M - $3.74M
|
141K
$9.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
53.3K+ 131.28% |
$3.32M - $3.59M
|
93.9K
$6.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
50.4K+ 47.13% |
$3.15M - $3.39M
|
157K
$10.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
49.2K+ 359.68% |
$3.07M - $3.31M
|
62.9K
$4.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
48.1K+ 944.78% |
$3M - $3.24M
|
53.2K
$3.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
44.5K+ 49.05% |
$2.78M - $3M
|
135K
$9.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.3K+ 3.26% |
$2.76M - $2.98M
|
1.4M
$93.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.4K+ 11.49% |
$2.71M - $2.92M
|
421K
$28.2M
|
|