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 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
44.3K+ 95.37% |
$2.29M - $2.78M
|
90.8K
$6.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
44.1K+ 106.97% |
$2.27M - $2.77M
|
85.3K
$5.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
43.5K+ 72.21% |
$2.25M - $2.73M
|
104K
$6.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
43.4K+ 20.44% |
$2.24M - $2.72M
|
256K
$17.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40.7K+ 12.48% |
$2.1M - $2.56M
|
367K
$24.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.8K+ 4.47% |
$2M - $2.43M
|
906K
$60.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
38.6K+ 13.67% |
$1.99M - $2.42M
|
321K
$21.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.7K+ 14.78% |
$1.84M - $2.24M
|
278K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.8K+ 3.77% |
$1.75M - $2.12M
|
932K
$62.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
31KNew |
$1.6M - $1.95M
|
31K
$2.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
29.6KNew |
$1.53M - $1.86M
|
29.6K
$1.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27.8K+ 18.49% |
$1.43M - $1.74M
|
178K
$11.9M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
27.7K+ 3.35% |
$1.43M - $1.74M
|
854K
$57.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27.5K+ 55.92% |
$1.42M - $1.72M
|
76.6K
$5.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
26.3K+ 20.27% |
$1.36M - $1.65M
|
156K
$10.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
26.1K+ 21.82% |
$1.34M - $1.64M
|
145K
$9.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25.7K+ 27.98% |
$1.33M - $1.61M
|
118K
$7.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
25.3KNew |
$1.31M - $1.59M
|
25.3K
$1.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
25.1KNew |
$1.29M - $1.57M
|
25.1K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
23.2K+ 18.75% |
$1.2M - $1.45M
|
147K
$9.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
23.1K+ 4.46% |
$1.19M - $1.45M
|
542K
$36.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
21.7K+ 4.22% |
$1.12M - $1.36M
|
535K
$35.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.3K+ 54.61% |
$1.1M - $1.34M
|
60.4K
$4.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
21.3K+ 561.8% |
$1.1M - $1.34M
|
25.1K
$1.68M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
20.7KNew |
$1.07M - $1.3M
|
20.7K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
20.5K+ 79.29% |
$1.06M - $1.28M
|
46.3K
$3.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.3K+ 21.26% |
$1.05M - $1.27M
|
116K
$7.76M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19.7K+ 42.82% |
$1.02M - $1.24M
|
65.9K
$4.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18.5K+ 31.09% |
$956K - $1.16M
|
78.1K
$5.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.7K+ 5.88% |
$912K - $1.11M
|
318K
$21.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
17.5KNew |
$902K - $1.1M
|
17.5K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17K+ 4.85% |
$877K - $1.07M
|
368K
$24.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.9K+ 150.99% |
$873K - $1.06M
|
28.1K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
16.7K+ 15.89% |
$863K - $1.05M
|
122K
$8.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
16.2K+ 17.58% |
$837K - $1.02M
|
108K
$7.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.2K+ 2.82% |
$834K - $1.01M
|
590K
$39.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
15.8K+ 89.49% |
$816K - $992K
|
33.5K
$2.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
15.6K+ 5.68% |
$807K - $981K
|
291K
$19.5M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
15.6K+ 13.56% |
$806K - $980K
|
131K
$8.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
15.5K+ 4.7% |
$801K - $974K
|
346K
$23.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15.1K+ 11.29% |
$777K - $945K
|
148K
$9.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.9K+ 2.82% |
$767K - $933K
|
542K
$36.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
14.7K+ 4.42% |
$761K - $925K
|
348K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.6K+ 16.41% |
$751K - $913K
|
103K
$6.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
14.4K+ 13.28% |
$741K - $901K
|
122K
$8.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
14.4KNew |
$741K - $901K
|
14.4K
$961K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
14.3K+ 5.55% |
$737K - $896K
|
272K
$18.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
13.8K+ 20.14% |
$712K - $866K
|
82.3K
$5.51M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.1K+ 100.24% |
$677K - $823K
|
26.2K
$1.76M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12.8K+ 12.53% |
$662K - $805K
|
115K
$7.71M
|