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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
43.3K+ 38.07% |
$2.7M - $2.91M
|
157K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
42.5KNew |
$2.65M - $2.86M
|
42.5K
$2.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.3K+ 17.43% |
$2.64M - $2.85M
|
285K
$19.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
41.5K+ 14.95% |
$2.59M - $2.79M
|
319K
$21.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
37.6KNew |
$2.35M - $2.53M
|
37.6K
$2.52M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
36.9K+ 8.15% |
$2.3M - $2.48M
|
490K
$32.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
36.4K+ 218.78% |
$2.27M - $2.45M
|
53.1K
$3.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35.6K+ 9.71% |
$2.22M - $2.4M
|
403K
$27M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35K+ 62.07% |
$2.19M - $2.36M
|
91.5K
$6.12M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
34KNew |
$2.12M - $2.29M
|
34K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.4K+ 3170.71% |
$2.02M - $2.18M
|
33.4K
$2.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
31.4K+ 185.4% |
$1.96M - $2.11M
|
48.4K
$3.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.3K+ 6.49% |
$1.95M - $2.1M
|
513K
$34.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.2K+ 88.8% |
$1.95M - $2.1M
|
66.3K
$4.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
30.9K+ 214.78% |
$1.93M - $2.08M
|
45.3K
$3.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
30.8K+ 2.9% |
$1.92M - $2.07M
|
1.09M
$73M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30.7K+ 229.67% |
$1.92M - $2.07M
|
44.1K
$2.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30.3K+ 13.26% |
$1.89M - $2.04M
|
259K
$17.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28K+ 7.19% |
$1.74M - $1.88M
|
417K
$27.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
27.9K+ 85.33% |
$1.74M - $1.88M
|
60.6K
$4.06M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27.5K+ 31.25% |
$1.72M - $1.85M
|
115K
$7.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
27.1K+ 283.94% |
$1.69M - $1.82M
|
36.6K
$2.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
26.9K+ 26.09% |
$1.68M - $1.81M
|
130K
$8.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
26.6K+ 43.18% |
$1.66M - $1.79M
|
88.3K
$5.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
24.2K+ 20.23% |
$1.51M - $1.63M
|
144K
$9.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
23.4K+ 33.49% |
$1.46M - $1.58M
|
93.4K
$6.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
23.4KNew |
$1.46M - $1.57M
|
23.4K
$1.57M
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
22.9K+ 81.05% |
$1.43M - $1.54M
|
51.2K
$3.43M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21.6K+ 159.93% |
$1.35M - $1.46M
|
35.2K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.8K+ 25.97% |
$1.3M - $1.4M
|
101K
$6.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Touchstone Capital, Inc.
|
BUY
|
- |
20.3KNew |
$1.27M - $1.37M
|
20.3K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.2K+ 8.55% |
$1.26M - $1.36M
|
257K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.7K+ 83.19% |
$1.23M - $1.33M
|
43.4K
$2.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.7K+ 0.75% |
$1.23M - $1.33M
|
2.64M
$177M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18.6K+ 9.78% |
$1.16M - $1.25M
|
208K
$13.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
BUY
|
- |
18.3KNew |
$1.14M - $1.23M
|
18.3K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
18K+ 4.94% |
$1.12M - $1.21M
|
382K
$25.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
17.7K+ 3838.1% |
$1.11M - $1.19M
|
18.2K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17.7KNew |
$1.1M - $1.19M
|
17.7K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
17.5K+ 32.93% |
$1.09M - $1.17M
|
70.4K
$4.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
17.3K+ 8.36% |
$1.08M - $1.16M
|
224K
$15M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
17.1K+ 75.77% |
$1.07M - $1.15M
|
39.8K
$2.66M
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
BUY
|
- |
16.9K+ 13.8% |
$1.05M - $1.14M
|
139K
$9.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
16.8K+ 11.63% |
$1.05M - $1.13M
|
161K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
16.7K+ 7.89% |
$1.04M - $1.13M
|
229K
$15.3M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16.6K+ 1.94% |
$1.04M - $1.12M
|
871K
$58.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
16.5K+ 4.74% |
$1.03M - $1.11M
|
365K
$24.4M
|
|