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 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.95K+ 58.35% |
$307K - $373K
|
16.1K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.86K+ 123.34% |
$302K - $367K
|
10.6K
$710K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.86KNew |
$302K - $367K
|
5.86K
$392K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.79K+ 5.96% |
$299K - $363K
|
103K
$6.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.75K+ 9.29% |
$297K - $361K
|
67.6K
$4.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
5.73K+ 10.12% |
$296K - $359K
|
62.3K
$4.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5.4K+ 33.11% |
$279K - $339K
|
21.7K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
5.33K+ 2.94% |
$275K - $334K
|
187K
$12.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.28K+ 1.11% |
$272K - $331K
|
482K
$32.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.27K+ 4.49% |
$272K - $330K
|
122K
$8.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.17K+ 3.82% |
$267K - $324K
|
140K
$9.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5.13K+ 977.9% |
$265K - $322K
|
5.66K
$379K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
4.89K+ 21.42% |
$252K - $307K
|
27.7K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.85K+ 8.0% |
$250K - $304K
|
65.5K
$4.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4.77K+ 28.06% |
$246K - $299K
|
21.8K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.66KNew |
$240K - $292K
|
4.66K
$312K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.6K+ 2.77% |
$238K - $289K
|
171K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.44K+ 48.05% |
$229K - $279K
|
13.7K
$917K
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.28K+ 2.19% |
$221K - $269K
|
199K
$13.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.26K+ 17.48% |
$220K - $267K
|
28.6K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.24K+ 52.82% |
$219K - $266K
|
12.3K
$822K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.21KNew |
$217K - $264K
|
4.21K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.21K+ 2.76% |
$217K - $264K
|
156K
$10.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
4.21K+ 4.31% |
$217K - $264K
|
102K
$6.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.15K+ 41.62% |
$214K - $260K
|
14.1K
$945K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.15K+ 58.87% |
$214K - $260K
|
11.2K
$749K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.13KNew |
$213K - $259K
|
4.13K
$276K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4.11K+ 23.32% |
$212K - $258K
|
21.7K
$1.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.97KNew |
$205K - $249K
|
3.97K
$266K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.96K+ 2.03% |
$204K - $249K
|
199K
$13.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.89KNew |
$201K - $244K
|
3.89K
$260K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
3.85KNew |
$199K - $241K
|
3.85K
$258K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.73K+ 10.67% |
$192K - $234K
|
38.7K
$2.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
3.71K+ 3.59% |
$191K - $233K
|
107K
$7.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.69K+ 27.85% |
$190K - $232K
|
16.9K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.67K+ 2.59% |
$190K - $231K
|
146K
$9.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.67K+ 3.96% |
$189K - $230K
|
96.3K
$6.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.65K+ 1.57% |
$188K - $229K
|
237K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.65KNew |
$188K - $229K
|
3.65K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.62K+ 8.46% |
$187K - $227K
|
46.4K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.56K+ 193.64% |
$184K - $223K
|
5.4K
$362K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.52KNew |
$181K - $221K
|
3.52K
$236K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3.51KNew |
$181K - $220K
|
3.51K
$235K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.46K+ 346.0% |
$179K - $217K
|
4.46K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.46KNew |
$179K - $217K
|
3.46K
$232K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
3.42K+ 3.6% |
$176K - $214K
|
98.2K
$6.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.35K+ 6.73% |
$173K - $210K
|
53.2K
$3.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
3.35K+ 6.27% |
$173K - $210K
|
56.8K
$3.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
3.31K+ 0.59% |
$171K - $207K
|
567K
$38M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.28K+ 2.66% |
$169K - $206K
|
127K
$8.47M
|