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 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.27K+ 8.75% |
$169K - $205K
|
40.6K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.25KNew |
$168K - $204K
|
3.25K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.22KNew |
$166K - $202K
|
3.22K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.21K+ 37.77% |
$166K - $202K
|
11.7K
$785K
|
|
|
Jul 28, 2025
Q2 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
3.2KNew |
$165K - $201K
|
3.2K
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.13K+ 1.8% |
$162K - $196K
|
177K
$11.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.1K+ 3.09% |
$160K - $195K
|
103K
$6.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.99K+ 10.98% |
$154K - $187K
|
30.2K
$2.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.97K+ 3.01% |
$153K - $186K
|
102K
$6.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.96K+ 5.56% |
$153K - $186K
|
56.2K
$3.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2.93K+ 1.0% |
$151K - $184K
|
296K
$19.8M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.82K+ 13.7% |
$146K - $177K
|
23.4K
$1.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.8K+ 4.78% |
$145K - $176K
|
61.5K
$4.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.73KNew |
$141K - $172K
|
2.73K
$183K
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
2.62K+ 24.97% |
$135K - $165K
|
13.1K
$880K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.61K+ 277.13% |
$134K - $163K
|
3.55K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
2.59K+ 0.45% |
$133K - $162K
|
578K
$38.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.56K+ 34.3% |
$132K - $160K
|
10K
$670K
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
2.5K+ 0.47% |
$129K - $157K
|
536K
$35.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.37K+ 51.41% |
$122K - $149K
|
6.99K
$468K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.36K+ 16.78% |
$122K - $148K
|
16.5K
$1.1M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.32K+ 15.72% |
$120K - $146K
|
17.1K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.29K+ 19.28% |
$118K - $144K
|
14.2K
$949K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.29K+ 2.98% |
$118K - $144K
|
79.2K
$5.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.27K+ 303.61% |
$117K - $142K
|
3.02K
$202K
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.24K+ 1.79% |
$116K - $141K
|
127K
$8.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.15K+ 8.19% |
$111K - $135K
|
28.4K
$1.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.11K+ 4.95% |
$109K - $132K
|
44.6K
$2.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.06K+ 16.06% |
$106K - $129K
|
14.9K
$995K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
2.04K+ 3.41% |
$105K - $128K
|
61.7K
$4.13M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.03K+ 26.26% |
$105K - $127K
|
9.77K
$654K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2.03K+ 27.01% |
$105K - $127K
|
9.54K
$639K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2K+ 42.68% |
$103K - $126K
|
6.7K
$448K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2KNew |
$103K - $125K
|
2K
$134K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.94K+ 2.6% |
$100K - $122K
|
76.5K
$5.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.89K+ 10.55% |
$97.6K - $119K
|
19.8K
$1.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.88K+ 7.24% |
$96.9K - $118K
|
27.8K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.82K+ 5.72% |
$93.9K - $114K
|
33.6K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.81K+ 14.15% |
$93.4K - $114K
|
14.6K
$978K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
1.66K+ 8.99% |
$85.7K - $104K
|
20.1K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.65K+ 2.41% |
$85.3K - $104K
|
70.2K
$4.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.63KNew |
$84.3K - $102K
|
1.63K
$109K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.6K+ 1.87% |
$82.4K - $100K
|
87.1K
$5.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.59K+ 1.06% |
$81.8K - $99.5K
|
152K
$10.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.58K+ 1.51% |
$81.5K - $99.1K
|
106K
$7.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.56K+ 38.11% |
$80.5K - $97.9K
|
5.66K
$379K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.56K+ 27.68% |
$80.4K - $97.8K
|
7.19K
$482K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.52K+ 3.32% |
$78.2K - $95.1K
|
47.2K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.5K+ 2.26% |
$77.3K - $94K
|
67.9K
$4.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.41K+ 1.91% |
$73K - $88.7K
|
75.4K
$5.05M
|