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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.12K+ 5.82% |
$178K - $198K
|
56.6K
$3.59M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.09K+ 46.32% |
$177K - $196K
|
9.75K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.98K+ 43.5% |
$170K - $189K
|
9.82K
$622K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.93K+ 5.58% |
$168K - $186K
|
55.5K
$3.52M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.81K+ 71.22% |
$161K - $178K
|
6.76K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.68K+ 1.2% |
$153K - $170K
|
226K
$14.3M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.63K+ 6.58% |
$150K - $167K
|
42.5K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.57K+ 19.27% |
$147K - $163K
|
15.9K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.54K+ 14.4% |
$145K - $161K
|
20.1K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.51K+ 34.37% |
$144K - $159K
|
9.82K
$622K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.33K+ 8.56% |
$133K - $148K
|
29.5K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.32K+ 0.7% |
$132K - $147K
|
331K
$21M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.3K+ 0.9% |
$132K - $146K
|
257K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.29K+ 2.45% |
$131K - $145K
|
95.7K
$6.06M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 90.07% |
$129K - $143K
|
4.75K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.24K+ 23.22% |
$128K - $142K
|
11.9K
$753K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 9.9% |
$126K - $140K
|
24.5K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
2.04K+ 7.54% |
$117K - $129K
|
29K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.02K+ 1.64% |
$115K - $128K
|
125K
$7.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.01K+ 2.3% |
$115K - $127K
|
89.5K
$5.67M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2K+ 3.89% |
$114K - $127K
|
53.3K
$3.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.91K+ 18.89% |
$109K - $121K
|
12K
$761K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.82K+ 1.77% |
$104K - $115K
|
105K
$6.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.81K+ 5.92% |
$104K - $115K
|
32.4K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.73K+ 14.11% |
$98.8K - $109K
|
14K
$884K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.7K+ 16.05% |
$97.3K - $108K
|
12.3K
$779K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.66K+ 18.93% |
$94.9K - $105K
|
10.4K
$660K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.65K+ 0.85% |
$94.5K - $105K
|
196K
$12.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.62K+ 2.69% |
$92.8K - $103K
|
61.9K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.6K+ 21.42% |
$91.6K - $101K
|
9.07K
$575K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.53K+ 3.11% |
$87.5K - $97K
|
50.8K
$3.22M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.4K+ 10.42% |
$79.9K - $88.5K
|
14.8K
$938K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.4K+ 5.37% |
$79.8K - $88.4K
|
27.4K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.38K+ 6.95% |
$79.1K - $87.6K
|
21.3K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.34K+ 7.72% |
$76.8K - $85.1K
|
18.7K
$1.19M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.29K+ 7.93% |
$74K - $82K
|
17.6K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.28K+ 0.37% |
$73.4K - $81.3K
|
351K
$22.2M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 39.15% |
$71.4K - $79K
|
4.43K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 5.67% |
$70.6K - $78.2K
|
23K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
1.22K+ 1.02% |
$69.9K - $77.5K
|
120K
$7.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.18K+ 12.1% |
$67.6K - $74.9K
|
11K
$694K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.18K+ 1.3% |
$67.2K - $74.5K
|
91.6K
$5.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.13K+ 7.36% |
$64.8K - $71.8K
|
16.5K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.12K+ 55.73% |
$64K - $70.9K
|
3.13K
$198K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.02K+ 6.4% |
$58.5K - $64.8K
|
17K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.01K+ 111.88% |
$57.7K - $63.9K
|
1.91K
$121K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
991+ 24.39% |
$56.7K - $62.8K
|
5.05K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
941+ 8.93% |
$53.8K - $59.6K
|
11.5K
$727K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
857+ 6.54% |
$49K - $54.3K
|
14K
$884K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
845+ 3.14% |
$48.4K - $53.6K
|
27.8K
$1.76M
|