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 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
818+ 2.13% |
$46.8K - $51.9K
|
39.2K
$2.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
806New |
$46.1K - $51.1K
|
806
$51.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
801+ 3.59% |
$45.8K - $50.8K
|
23.1K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
770+ 0.81% |
$44.1K - $48.8K
|
95.5K
$6.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
751+ 6.01% |
$43K - $47.6K
|
13.3K
$840K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
731+ 3.67% |
$41.8K - $46.3K
|
20.7K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
726+ 3.71% |
$41.5K - $46K
|
20.3K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
700+ 4.01% |
$40.1K - $44.4K
|
18.2K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
655+ 3.29% |
$37.5K - $41.5K
|
20.6K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
637+ 0.62% |
$36.4K - $40.4K
|
103K
$6.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
631+ 7.13% |
$36.1K - $40K
|
9.48K
$600K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
568+ 3.92% |
$32.5K - $36K
|
15.1K
$954K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
567New |
$32.4K - $35.9K
|
567
$35.9K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
567+ 1.0% |
$32.4K - $35.9K
|
57K
$3.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
547+ 2.11% |
$31.3K - $34.7K
|
26.5K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
542+ 4.89% |
$31K - $34.4K
|
11.6K
$736K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
512New |
$29.3K - $32.5K
|
512
$32.4K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
500New |
$28.6K - $31.7K
|
500
$31.7K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
491New |
$28.1K - $31.1K
|
491
$31.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
466+ 224.04% |
$26.7K - $29.5K
|
674
$42.7K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
452New |
$25.9K - $28.7K
|
452
$28.6K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
452+ 3.27% |
$25.9K - $28.7K
|
14.3K
$906K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
447+ 3.44% |
$25.6K - $28.3K
|
13.5K
$852K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
437+ 5.76% |
$25K - $27.7K
|
8.02K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
432+ 11.37% |
$24.7K - $27.4K
|
4.23K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
401+ 0.29% |
$22.9K - $25.4K
|
141K
$8.91M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
398+ 1.07% |
$22.8K - $25.2K
|
37.5K
$2.38M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
337+ 35.51% |
$19.3K - $21.4K
|
1.29K
$81.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
322+ 6.39% |
$18.4K - $20.4K
|
5.36K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
309+ 6.45% |
$17.7K - $19.6K
|
5.1K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
308+ 6.16% |
$17.6K - $19.5K
|
5.31K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
287New |
$16.4K - $18.2K
|
287
$18.2K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
272+ 27200.0% |
$15.6K - $17.2K
|
273
$17.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
263+ 4.9% |
$15K - $16.7K
|
5.63K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
256New |
$14.6K - $16.2K
|
256
$16.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
244+ 2.71% |
$14K - $15.5K
|
9.26K
$587K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
236+ 4.4% |
$13.5K - $15K
|
5.6K
$355K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
224New |
$12.8K - $14.2K
|
224
$14.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
222New |
$12.7K - $14.1K
|
222
$14.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
208+ 0.96% |
$11.9K - $13.2K
|
21.9K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
207+ 0.41% |
$11.8K - $13.1K
|
50.3K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
202+ 7.47% |
$11.6K - $12.8K
|
2.91K
$184K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
175New |
$10K - $11.1K
|
175
$11.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
162+ 2.13% |
$9.27K - $10.3K
|
7.76K
$492K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
160+ 20.92% |
$9.16K - $10.1K
|
925
$58.6K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
154+ 0.38% |
$8.81K - $9.76K
|
40.8K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
133+ 0.93% |
$7.61K - $8.43K
|
14.5K
$918K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
129+ 2.41% |
$7.38K - $8.18K
|
5.49K
$348K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
125+ 3.22% |
$7.15K - $7.92K
|
4.01K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
98+ 0.49% |
$5.61K - $6.21K
|
19.9K
$1.26M
|