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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.21K+ 1.99% |
$62.2K - $75.7K
|
61.8K
$3.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
1.13K+ 5.05% |
$58.3K - $70.9K
|
23.5K
$1.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
1.04K+ 1.51% |
$53.4K - $64.9K
|
69.5K
$4.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
879+ 17.95% |
$45.4K - $55.1K
|
5.78K
$366K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
809+ 0.72% |
$41.7K - $50.8K
|
114K
$7.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
779+ 0.94% |
$40.2K - $48.9K
|
83.8K
$5.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
748+ 3.15% |
$38.6K - $46.9K
|
24.5K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
685+ 2.25% |
$35.3K - $43K
|
31.1K
$1.97M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
556+ 1.46% |
$28.7K - $34.9K
|
38.8K
$2.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
555+ 2.99% |
$28.6K - $34.8K
|
19.1K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
515+ 8.55% |
$26.6K - $32.3K
|
6.54K
$414K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
512+ 0.66% |
$26.4K - $32.1K
|
78.1K
$4.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
480+ 4.87% |
$24.8K - $30.1K
|
10.3K
$656K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
418New |
$21.6K - $26.2K
|
418
$26.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
414+ 2.25% |
$21.4K - $26K
|
18.8K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
350+ 4.05% |
$18.1K - $22K
|
8.99K
$569K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
297New |
$15.3K - $18.6K
|
297
$18.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
281+ 0.79% |
$14.5K - $17.6K
|
35.9K
$2.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
165+ 34.16% |
$8.51K - $10.4K
|
648
$41.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
161+ 0.27% |
$8.31K - $10.1K
|
59.6K
$3.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
133+ 3.15% |
$6.86K - $8.34K
|
4.36K
$276K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
120New |
$6.19K - $7.53K
|
120
$7.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
114+ 1.46% |
$5.88K - $7.15K
|
7.9K
$501K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
83New |
$4.28K - $5.21K
|
83
$5.26K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
66+ 1.42% |
$3.41K - $4.14K
|
4.71K
$298K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
39+ 0.79% |
$2.01K - $2.45K
|
4.99K
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
29+ 0.27% |
$1.5K - $1.82K
|
10.8K
$684K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3New |
$155 - $188
|
3
$190
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.04% |
$103 - $125
|
4.79K
$303K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.38M+ 11.17% |
$136M - $151M
|
23.7M
$1.5B
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
971K+ 9.68% |
$55.6M - $61.6M
|
11M
$697M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
706K+ 12.67% |
$40.4M - $44.8M
|
6.28M
$398M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
688K+ 196495.44% |
$39.4M - $43.6M
|
688K
$43.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
515K+ 5.72% |
$29.5M - $32.6M
|
9.52M
$603M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
480K+ 2.96% |
$27.5M - $30.4M
|
16.7M
$1.06B
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
434K+ 7.7% |
$24.9M - $27.5M
|
6.07M
$385M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
394K+ 22.4% |
$22.5M - $25M
|
2.15M
$136M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
372KNew |
$21.3M - $23.6M
|
372K
$23.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
334K+ 10.83% |
$19.1M - $21.2M
|
3.42M
$217M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
277K+ 6.04% |
$15.8M - $17.5M
|
4.86M
$308M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
264K+ 12.64% |
$15.1M - $16.7M
|
2.35M
$149M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
252K+ 24.8% |
$14.4M - $16M
|
1.27M
$80.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
237K+ 9.63% |
$13.6M - $15M
|
2.7M
$171M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
199K+ 15.05% |
$11.4M - $12.6M
|
1.52M
$96.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
168K+ 7.44% |
$9.61M - $10.6M
|
2.43M
$154M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
139K+ 189.6% |
$7.93M - $8.79M
|
212K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
121K+ 939.73% |
$6.9M - $7.64M
|
133K
$8.45M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
118K+ 3.47% |
$6.75M - $7.48M
|
3.52M
$223M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
104K+ 96.78% |
$5.98M - $6.62M
|
212K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
99.2K+ 12.41% |
$5.67M - $6.29M
|
898K
$56.9M
|
|