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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
98.9K+ 102.73% |
$5.66M - $6.27M
|
195K
$12.4M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
96.9K+ 13.28% |
$5.54M - $6.14M
|
826K
$52.4M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
95.6K+ 11.11% |
$5.47M - $6.06M
|
956K
$60.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
91.8K+ 7.75% |
$5.25M - $5.82M
|
1.28M
$80.9M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
85.5K+ 69.87% |
$4.89M - $5.42M
|
208K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
80.7K+ 143.97% |
$4.62M - $5.11M
|
137K
$8.66M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
67.3K+ 3.67% |
$3.85M - $4.27M
|
1.9M
$121M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
63K+ 29.71% |
$3.61M - $4M
|
275K
$17.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
57.4K+ 772.81% |
$3.28M - $3.64M
|
64.8K
$4.11M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
56.8K+ 133.66% |
$3.25M - $3.6M
|
99.3K
$6.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49K+ 11.46% |
$2.8M - $3.11M
|
476K
$30.2M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
45.8K+ 25.29% |
$2.62M - $2.9M
|
227K
$14.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
45K+ 16.42% |
$2.57M - $2.85M
|
319K
$20.2M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
44.5KNew |
$2.55M - $2.82M
|
44.5K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
43.7K+ 17.53% |
$2.5M - $2.77M
|
293K
$18.6M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
42.9K+ 92.86% |
$2.46M - $2.72M
|
89.2K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40.1K+ 54.73% |
$2.3M - $2.54M
|
113K
$7.18M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.8K+ 8.6% |
$2.22M - $2.46M
|
490K
$31M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
37.9KNew |
$2.17M - $2.4M
|
37.9K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37.9K+ 4.09% |
$2.17M - $2.4M
|
965K
$61.1M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
36.8K+ 152.43% |
$2.11M - $2.33M
|
61K
$3.86M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
36.4KNew |
$2.09M - $2.31M
|
36.4K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
35.5K+ 97.64% |
$2.03M - $2.25M
|
71.9K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.1K+ 45.2% |
$2.01M - $2.23M
|
113K
$7.15M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
34K+ 11.37% |
$1.95M - $2.16M
|
333K
$21.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
29.8K+ 23.15% |
$1.71M - $1.89M
|
159K
$10M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
29.3K+ 32.55% |
$1.68M - $1.86M
|
119K
$7.57M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
28.4K+ 18.57% |
$1.63M - $1.8M
|
182K
$11.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
26.8K+ 545.63% |
$1.53M - $1.7M
|
31.7K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.7K+ 5.33% |
$1.53M - $1.69M
|
527K
$33.4M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26.5K+ 16.99% |
$1.52M - $1.68M
|
183K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
25.7K+ 55.68% |
$1.47M - $1.63M
|
71.9K
$4.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
25.4K+ 103.95% |
$1.45M - $1.61M
|
49.8K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
25.3K+ 28.83% |
$1.45M - $1.6M
|
113K
$7.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.9K+ 28.44% |
$1.42M - $1.58M
|
112K
$7.11M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.5K+ 38.28% |
$1.4M - $1.56M
|
88.7K
$5.62M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
24.5K+ 5.58% |
$1.4M - $1.55M
|
464K
$29.4M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
24.4K+ 29.19% |
$1.4M - $1.55M
|
108K
$6.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
23KNew |
$1.31M - $1.46M
|
23K
$1.45M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
22.9KNew |
$1.31M - $1.45M
|
22.9K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
22.9KNew |
$1.31M - $1.45M
|
22.9K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
21.8K+ 72.23% |
$1.25M - $1.38M
|
52K
$3.29M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
21.2K+ 18.57% |
$1.21M - $1.34M
|
135K
$8.57M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
20.5KNew |
$1.17M - $1.3M
|
20.5K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20.1K+ 51.21% |
$1.15M - $1.27M
|
59.2K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
20K+ 394.6% |
$1.14M - $1.27M
|
25.1K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20K+ 38.58% |
$1.14M - $1.27M
|
71.8K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.8K+ 41.11% |
$1.13M - $1.26M
|
68K
$4.31M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.5K+ 26.86% |
$1.11M - $1.23M
|
92K
$5.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
19K+ 260.4% |
$1.08M - $1.2M
|
26.2K
$1.66M
|