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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-39.8K- 33.07% |
$2.06M - $2.5M
|
80.6K
$5.4M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-40.1K- 53.33% |
$2.07M - $2.52M
|
35.1K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-40.1K- 53.33% |
$2.07M - $2.52M
|
35.1K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-40.6K- 17.6% |
$2.1M - $2.55M
|
190K
$12.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-41.3K- 45.9% |
$2.13M - $2.59M
|
48.6K
$3.26M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-42K- 32.3% |
$2.17M - $2.63M
|
88K
$5.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-43.7K- 1.8% |
$2.25M - $2.74M
|
2.38M
$160M
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-45.6K- 24.71% |
$2.35M - $2.86M
|
139K
$9.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-46.7K- 67.98% |
$2.41M - $2.93M
|
22K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-66.6K- 56.01% |
$3.44M - $4.18M
|
52.3K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-72.5K- 64.24% |
$3.74M - $4.55M
|
40.3K
$2.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-91.4K- 8.3% |
$4.72M - $5.74M
|
1.01M
$67.6M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-102K- 6.74% |
$5.28M - $6.42M
|
1.42M
$94.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-112K- 99.1% |
$5.8M - $7.05M
|
1.02K
$68.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-120K- 100.0% |
$6.17M - $7.51M
|
1
$67
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-128K- 89.23% |
$6.63M - $8.06M
|
15.5K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-130K- 96.11% |
$6.7M - $8.15M
|
5.26K
$352K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-140K- 24.47% |
$7.22M - $8.78M
|
432K
$28.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-146K- 69.19% |
$7.56M - $9.19M
|
65.2K
$4.37M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-173K- 88.71% |
$8.93M - $10.9M
|
22K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-236K- 7.79% |
$12.2M - $14.8M
|
2.8M
$187M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-290K- 72.12% |
$15M - $18.2M
|
112K
$7.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-319K- 5.25% |
$16.5M - $20M
|
5.76M
$385M
|