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 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.9K- 4.64% |
$201K - $245K
|
80.2K
$5.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-3.91K- 39.11% |
$202K - $246K
|
6.09K
$408K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.99K- 42.77% |
$206K - $251K
|
5.35K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.21K- 20.14% |
$217K - $264K
|
16.7K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.35K- 44.43% |
$224K - $273K
|
5.44K
$364K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-4.43K- 7.26% |
$228K - $278K
|
56.6K
$3.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.51K- 1.39% |
$233K - $283K
|
320K
$21.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.91K- 42.81% |
$254K - $308K
|
6.56K
$440K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-4.97K- 2.43% |
$257K - $312K
|
200K
$13.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-5.19K- 22.65% |
$268K - $326K
|
17.7K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.94K- 30.73% |
$306K - $373K
|
13.4K
$896K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.24K- 10.12% |
$322K - $391K
|
55.4K
$3.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.28K- 5.29% |
$324K - $394K
|
112K
$7.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.36K- 21.14% |
$328K - $399K
|
23.7K
$1.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.03K- 8.97% |
$363K - $441K
|
71.4K
$4.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.06K- 11.84% |
$364K - $443K
|
52.5K
$3.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-8.53K- 5.1% |
$440K - $535K
|
159K
$10.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.67K- 3.39% |
$447K - $544K
|
247K
$16.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-9.25K- 8.2% |
$477K - $580K
|
104K
$6.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-9.5K- 25.44% |
$490K - $596K
|
27.8K
$1.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.62K- 46.91% |
$496K - $603K
|
10.9K
$729K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-10.4K- 54.85% |
$536K - $652K
|
8.56K
$573K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.4K- 10.76% |
$538K - $654K
|
86.4K
$5.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-11K- 34.68% |
$567K - $690K
|
20.7K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-11.4K- 10.51% |
$586K - $713K
|
96.7K
$6.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-11.4K- 2.46% |
$588K - $715K
|
453K
$30.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.6K- 19.17% |
$599K - $728K
|
48.9K
$3.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.1K- 4.76% |
$627K - $762K
|
243K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12.6K- 48.14% |
$648K - $788K
|
13.5K
$906K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-13K- 10.05% |
$672K - $817K
|
116K
$7.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-13.2K- 4.79% |
$679K - $826K
|
262K
$17.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-13.4K- 34.68% |
$693K - $842K
|
25.3K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-13.4K- 53.62% |
$694K - $844K
|
11.6K
$779K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-14.3K- 19.92% |
$738K - $898K
|
57.5K
$3.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-17.1K- 9.38% |
$883K - $1.07M
|
165K
$11.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-17.5K- 7.44% |
$901K - $1.1M
|
217K
$14.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18.1K- 12.89% |
$935K - $1.14M
|
122K
$8.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-18.9K- 33.05% |
$975K - $1.19M
|
38.3K
$2.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-19.2K- 20.91% |
$989K - $1.2M
|
72.5K
$4.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-25.2K- 98.92% |
$1.3M - $1.58M
|
276
$18.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-25.3K- 57.11% |
$1.31M - $1.59M
|
19K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-25.8K- 11.45% |
$1.33M - $1.62M
|
200K
$13.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-27.1K- 30.23% |
$1.4M - $1.7M
|
62.5K
$4.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-27.6K- 87.04% |
$1.42M - $1.73M
|
4.11K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.4K- 2.23% |
$1.47M - $1.78M
|
1.25M
$83.6M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-31.3K- 77.66% |
$1.61M - $1.96M
|
9K
$603K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-32.5K- 5.61% |
$1.67M - $2.04M
|
546K
$36.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-38K- 25.94% |
$1.96M - $2.38M
|
108K
$7.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-38.1K- 30.36% |
$1.96M - $2.39M
|
87.3K
$5.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.9K- 64.81% |
$2.01M - $2.44M
|
21.1K
$1.42M
|