Purchases and Sales Made in Q2 2025 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST RISING DIVIDEND AC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
431K+ 44.29% |
$22.2M - $27M
|
1.4M
$90.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
195K+ 23.73% |
$10.1M - $12.2M
|
1.02M
$65.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
76K+ 112.58% |
$3.92M - $4.77M
|
144K
$9.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69.8K+ 5.48% |
$3.6M - $4.38M
|
1.34M
$86.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
58.4K+ 26.98% |
$3.01M - $3.66M
|
275K
$17.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
44.1K+ 106.97% |
$2.27M - $2.77M
|
85.3K
$5.48M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
38.6K+ 13.67% |
$1.99M - $2.42M
|
321K
$20.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
31KNew |
$1.6M - $1.95M
|
31K
$2M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
29.6KNew |
$1.53M - $1.86M
|
29.6K
$1.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
25.3KNew |
$1.31M - $1.59M
|
25.3K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
20.5K+ 79.29% |
$1.06M - $1.28M
|
46.3K
$2.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.7K+ 5.88% |
$912K - $1.11M
|
318K
$20.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
17.5KNew |
$902K - $1.1M
|
17.5K
$1.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17K+ 4.85% |
$877K - $1.07M
|
368K
$23.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
15.8K+ 89.49% |
$816K - $992K
|
33.5K
$2.15M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
15.6K+ 13.56% |
$806K - $980K
|
131K
$8.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
15.5K+ 4.7% |
$801K - $974K
|
346K
$22.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
14.3K+ 5.55% |
$737K - $896K
|
272K
$17.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
13.8K+ 20.14% |
$712K - $866K
|
82.3K
$5.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.1K+ 46.55% |
$626K - $761K
|
38.2K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
10.5K+ 5.34% |
$540K - $657K
|
207K
$13.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
9.36K+ 4.4% |
$483K - $587K
|
222K
$14.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
8.86KNew |
$457K - $556K
|
8.86K
$570K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.4K+ 1.62% |
$433K - $527K
|
526K
$33.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.39K+ 7.88% |
$433K - $526K
|
115K
$7.39M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
8.23K+ 2.41% |
$425K - $516K
|
350K
$22.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.04K+ 3.65% |
$415K - $505K
|
228K
$14.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.56K+ 6.73% |
$390K - $474K
|
120K
$7.71M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7.37K+ 3.6% |
$380K - $462K
|
212K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
7.08K+ 88.26% |
$365K - $444K
|
15.1K
$972K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.91K+ 4.0% |
$356K - $433K
|
180K
$11.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
6.82K+ 4.95% |
$352K - $428K
|
145K
$9.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.45KNew |
$333K - $405K
|
6.45K
$415K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.15K+ 2.12% |
$317K - $386K
|
296K
$19.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.98K+ 2.63% |
$309K - $375K
|
233K
$15M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.86KNew |
$302K - $367K
|
5.86K
$377K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.79K+ 5.96% |
$299K - $363K
|
103K
$6.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.27K+ 4.49% |
$272K - $330K
|
122K
$7.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5.13K+ 977.9% |
$265K - $322K
|
5.66K
$364K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
4.89K+ 21.42% |
$252K - $307K
|
27.7K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.66KNew |
$240K - $292K
|
4.66K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.6K+ 2.77% |
$238K - $289K
|
171K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.26K+ 17.48% |
$220K - $267K
|
28.6K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.21K+ 2.76% |
$217K - $264K
|
156K
$10.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.15K+ 58.87% |
$214K - $260K
|
11.2K
$720K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.13KNew |
$213K - $259K
|
4.13K
$265K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.97KNew |
$205K - $249K
|
3.97K
$255K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
3.71K+ 3.59% |
$191K - $233K
|
107K
$6.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.69K+ 27.85% |
$190K - $232K
|
16.9K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.67K+ 3.96% |
$189K - $230K
|
96.3K
$6.19M
|