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 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.43K+ 119.72% |
$425K - $471K
|
13.6K
$863K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.35KNew |
$420K - $466K
|
7.35K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
7.21K+ 6.1% |
$412K - $457K
|
125K
$7.94M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
6.8K+ 35.74% |
$389K - $431K
|
25.8K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
6.7K+ 175.83% |
$383K - $425K
|
10.5K
$666K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
6.47K+ 8.03% |
$370K - $410K
|
86.9K
$5.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.31K+ 11.7% |
$361K - $400K
|
60.3K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.14KNew |
$351K - $389K
|
6.14K
$389K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.88K+ 66.06% |
$336K - $373K
|
14.8K
$936K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.86KNew |
$335K - $371K
|
5.86K
$371K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.82K+ 11.31% |
$333K - $369K
|
57.3K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.77K+ 8.47% |
$330K - $366K
|
74K
$4.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.61K+ 4.77% |
$321K - $355K
|
123K
$7.81M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
5.56K+ 3.28% |
$318K - $352K
|
175K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.46KNew |
$312K - $346K
|
5.46K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.34K+ 92.17% |
$306K - $339K
|
11.1K
$706K
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
5.23K+ 0.99% |
$299K - $332K
|
534K
$33.8M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5.16K+ 11.94% |
$295K - $327K
|
48.4K
$3.07M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.1K+ 4.49% |
$292K - $323K
|
119K
$7.52M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
4.96K+ 5.36% |
$284K - $315K
|
97.6K
$6.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.96K+ 12.19% |
$284K - $314K
|
45.7K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.87K+ 95.47% |
$278K - $308K
|
9.96K
$631K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.8K+ 4.78% |
$275K - $304K
|
105K
$6.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.8K+ 24.62% |
$274K - $304K
|
24.3K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.76K+ 160.32% |
$273K - $302K
|
7.73K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.71K+ 13.14% |
$270K - $299K
|
40.6K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
4.67KNew |
$267K - $296K
|
4.67K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
4.58K+ 8.65% |
$262K - $290K
|
57.6K
$3.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.44KNew |
$254K - $282K
|
4.44K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.36KNew |
$250K - $277K
|
4.36K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.33K+ 24.0% |
$248K - $274K
|
22.4K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.22KNew |
$242K - $268K
|
4.22K
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.22K+ 2.21% |
$241K - $267K
|
195K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.14KNew |
$237K - $262K
|
4.14K
$262K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.96K+ 4.48% |
$226K - $251K
|
92.3K
$5.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.9KNew |
$223K - $247K
|
3.9K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.84K+ 12.35% |
$220K - $244K
|
35K
$2.21M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
3.81K+ 1.23% |
$218K - $242K
|
315K
$19.9M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.81K+ 1.9% |
$218K - $241K
|
205K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
3.79KNew |
$217K - $240K
|
3.79K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.75K+ 75.45% |
$215K - $238K
|
8.72K
$552K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.58KNew |
$205K - $227K
|
3.58K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.56K+ 2.3% |
$204K - $225K
|
158K
$10M
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
3.43KNew |
$196K - $218K
|
3.43K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.42K+ 24.65% |
$196K - $217K
|
17.3K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.4K+ 19.84% |
$194K - $215K
|
20.5K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.37K+ 3.91% |
$193K - $214K
|
89.6K
$5.68M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.24K+ 22.03% |
$185K - $205K
|
17.9K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.17K+ 0.99% |
$181K - $201K
|
324K
$20.6M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.15K+ 47.33% |
$180K - $199K
|
9.79K
$620K
|