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 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.2K+ 2.29% |
$631K - $767K
|
546K
$36.5M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.2K+ 104.04% |
$630K - $766K
|
23.9K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.1K+ 46.55% |
$626K - $761K
|
38.2K
$2.56M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12KNew |
$617K - $750K
|
12K
$801K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
11.4K+ 24.9% |
$590K - $717K
|
57.3K
$3.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
10.9K+ 3.45% |
$561K - $682K
|
325K
$21.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.8K+ 6.16% |
$555K - $675K
|
185K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
10.7K+ 8.62% |
$554K - $674K
|
135K
$9.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
10.5K+ 51.07% |
$543K - $660K
|
31.1K
$2.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
10.5K+ 5.34% |
$540K - $657K
|
207K
$13.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 15.3% |
$537K - $653K
|
78.4K
$5.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.4KNew |
$535K - $650K
|
10.4K
$694K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
10.3K+ 38.94% |
$532K - $646K
|
36.8K
$2.46M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.1KNew |
$521K - $634K
|
10.1K
$677K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.1K+ 5.15% |
$520K - $633K
|
206K
$13.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.4K+ 6.71% |
$485K - $590K
|
149K
$10M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
9.36K+ 4.4% |
$483K - $587K
|
222K
$14.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.34K+ 10.43% |
$482K - $586K
|
98.9K
$6.63M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.14K+ 5.32% |
$472K - $574K
|
181K
$12.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
8.86KNew |
$457K - $556K
|
8.86K
$593K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.68K+ 0.93% |
$448K - $545K
|
941K
$63M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.4K+ 1.62% |
$433K - $527K
|
526K
$35.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.39K+ 7.88% |
$433K - $526K
|
115K
$7.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.3KNew |
$428K - $521K
|
8.3K
$556K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
8.23K+ 2.41% |
$425K - $516K
|
350K
$23.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
8.08KNew |
$417K - $507K
|
8.08K
$541K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.04K+ 3.65% |
$415K - $505K
|
228K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.02K+ 11.14% |
$414K - $503K
|
80K
$5.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.9K+ 5.78% |
$408K - $496K
|
145K
$9.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.89K+ 19.45% |
$407K - $495K
|
48.5K
$3.25M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.84KNew |
$405K - $492K
|
7.84K
$525K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.76K+ 184.99% |
$401K - $487K
|
12K
$801K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.66K+ 7.71% |
$395K - $480K
|
107K
$7.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
7.63K+ 36.9% |
$394K - $479K
|
28.3K
$1.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.56K+ 6.73% |
$390K - $474K
|
120K
$8.03M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7.37K+ 3.6% |
$380K - $462K
|
212K
$14.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.24K+ 13.05% |
$374K - $454K
|
62.7K
$4.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
7.12K+ 4.51% |
$367K - $447K
|
165K
$11.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
7.08K+ 88.26% |
$365K - $444K
|
15.1K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.91K+ 4.0% |
$356K - $433K
|
180K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
6.82K+ 4.95% |
$352K - $428K
|
145K
$9.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.64K+ 3.19% |
$343K - $417K
|
215K
$14.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
6.58K+ 11.47% |
$339K - $413K
|
63.9K
$4.28M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.45KNew |
$333K - $405K
|
6.45K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
6.15KNew |
$317K - $386K
|
6.15K
$412K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.15K+ 2.12% |
$317K - $386K
|
296K
$19.9M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
6.11KNew |
$315K - $383K
|
6.11K
$409K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.04K+ 7.36% |
$312K - $379K
|
88.1K
$5.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.98K+ 2.63% |
$309K - $375K
|
233K
$15.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.96K+ 11.47% |
$308K - $374K
|
57.9K
$3.88M
|