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 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
96+ 0.29% |
$5.49K - $6.09K
|
33.6K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
82New |
$4.69K - $5.2K
|
82
$5.2K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
81New |
$4.63K - $5.13K
|
81
$5.13K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
79+ 0.44% |
$4.52K - $5.01K
|
17.9K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
74+ 0.72% |
$4.23K - $4.69K
|
10.4K
$659K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
72+ 1.27% |
$4.12K - $4.56K
|
5.76K
$365K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
55+ 36.18% |
$3.15K - $3.49K
|
207
$13.1K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
42New |
$2.4K - $2.66K
|
42
$2.66K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 0.66% |
$2.29K - $2.54K
|
6.13K
$388K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
35+ 9.97% |
$2K - $2.22K
|
386
$24.5K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
34New |
$1.95K - $2.16K
|
34
$2.15K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
34+ 0.6% |
$1.95K - $2.16K
|
5.75K
$364K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
19+ 0.11% |
$1.09K - $1.2K
|
17.2K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17+ 0.42% |
$973 - $1.08K
|
4.02K
$255K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
16+ 0.46% |
$916 - $1.01K
|
3.5K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
12+ 0.27% |
$687 - $761
|
4.43K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
11+ 0.2% |
$629 - $697
|
5.59K
$354K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.03% |
$572 - $634
|
30.9K
$1.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
10+ 0.11% |
$572 - $634
|
8.88K
$563K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
8+ 0.15% |
$458 - $507
|
5.45K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 0.44% |
$229 - $254
|
913
$57.8K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.55% |
$172 - $190
|
549
$34.8K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$172 - $190
|
17.6K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3+ 0.02% |
$172 - $190
|
12.6K
$800K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2+ 0.31% |
$114 - $127
|
649
$41.1K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.05% |
$114 - $127
|
4.3K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.04% |
$114 - $127
|
4.69K
$297K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 0.27% |
$114 - $127
|
748
$47.4K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.22% |
$57.2 - $63.4
|
462
$29.3K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$57.2 - $63.4
|
4.13K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.01% |
$57.2 - $63.4
|
8.89K
$563K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 1.03% |
$57.2 - $63.4
|
98
$6.21K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1+ 2.44% |
$57.2 - $63.4
|
42
$2.66K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
261KNew |
$15.3M - $16.8M
|
261K
$16.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
55.4K+ 46.49% |
$3.25M - $3.57M
|
175K
$11.1M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
41.9KNew |
$2.46M - $2.7M
|
41.9K
$2.66M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
36.6KNew |
$2.15M - $2.36M
|
36.6K
$2.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
36.3KNew |
$2.13M - $2.33M
|
36.3K
$2.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
33.7KNew |
$1.97M - $2.17M
|
33.7K
$2.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
30.5KNew |
$1.79M - $1.96M
|
30.5K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
30KNew |
$1.76M - $1.93M
|
30K
$1.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
22.2KNew |
$1.3M - $1.43M
|
22.2K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
18.1KNew |
$1.06M - $1.17M
|
18.1K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
11.2K+ 217.08% |
$655K - $719K
|
16.3K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
8.01K+ 3.49% |
$470K - $516K
|
237K
$15M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
7.8KNew |
$458K - $502K
|
7.8K
$494K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.5KNew |
$264K - $289K
|
4.5K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.32KNew |
$253K - $278K
|
4.32K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
3.79K+ 83.43% |
$222K - $244K
|
8.34K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.71KNew |
$218K - $239K
|
3.71K
$235K
|
|