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 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.4K+ 34.69% |
$72K - $87.6K
|
5.42K
$363K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.34K+ 12.85% |
$69.1K - $84K
|
11.8K
$787K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 1.7% |
$65.2K - $79.2K
|
75.6K
$5.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 28.07% |
$64.2K - $78K
|
5.68K
$380K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
1.23K+ 8.05% |
$63.3K - $76.9K
|
16.5K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.22K+ 13.4% |
$62.7K - $76.2K
|
10.3K
$689K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.21K+ 1.99% |
$62.2K - $75.7K
|
61.8K
$4.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.2K+ 1.23% |
$61.9K - $75.2K
|
98.8K
$6.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.17K+ 11.91% |
$60.5K - $73.6K
|
11K
$739K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.16K+ 5.04% |
$59.7K - $72.6K
|
24.1K
$1.62M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.15K+ 0.99% |
$59.5K - $72.3K
|
118K
$7.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.13K+ 10.18% |
$58.5K - $71.1K
|
12.3K
$822K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
1.13K+ 5.05% |
$58.3K - $70.9K
|
23.5K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
1.13K+ 5.55% |
$58.2K - $70.7K
|
21.4K
$1.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 1.47% |
$56.8K - $69K
|
76K
$5.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.06K+ 4.79% |
$54.9K - $66.7K
|
23.3K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
1.04K+ 1.51% |
$53.4K - $64.9K
|
69.5K
$4.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1K+ 0.27% |
$51.8K - $62.9K
|
373K
$25M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
926+ 6.88% |
$47.8K - $58.1K
|
14.4K
$963K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
887+ 16.87% |
$45.8K - $55.7K
|
6.15K
$412K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
879+ 17.95% |
$45.4K - $55.1K
|
5.78K
$387K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
834+ 103.47% |
$43K - $52.3K
|
1.64K
$110K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
833+ 4.89% |
$43K - $52.3K
|
17.9K
$1.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
809+ 0.72% |
$41.7K - $50.8K
|
114K
$7.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
779+ 0.94% |
$40.2K - $48.9K
|
83.8K
$5.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
748+ 3.15% |
$38.6K - $46.9K
|
24.5K
$1.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
745+ 4.3% |
$38.4K - $46.7K
|
18.1K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
709+ 3.4% |
$36.6K - $44.5K
|
21.6K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
685+ 2.25% |
$35.3K - $43K
|
31.1K
$2.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
655+ 1.8% |
$33.8K - $41.1K
|
37.1K
$2.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
600+ 2.03% |
$31K - $37.6K
|
30.1K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
575+ 2.5% |
$29.7K - $36.1K
|
23.6K
$1.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
568New |
$29.3K - $35.6K
|
568
$38K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
556+ 1.46% |
$28.7K - $34.9K
|
38.8K
$2.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
555+ 2.99% |
$28.6K - $34.8K
|
19.1K
$1.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
532+ 1.83% |
$27.5K - $33.4K
|
29.6K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
529+ 5.7% |
$27.3K - $33.2K
|
9.81K
$657K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
524+ 4.38% |
$27K - $32.9K
|
12.5K
$836K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
515+ 8.55% |
$26.6K - $32.3K
|
6.54K
$438K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
512+ 1.87% |
$26.4K - $32.1K
|
27.9K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
512+ 0.66% |
$26.4K - $32.1K
|
78.1K
$5.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
501+ 8.96% |
$25.9K - $31.4K
|
6.09K
$408K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
480+ 4.87% |
$24.8K - $30.1K
|
10.3K
$693K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
473+ 3.85% |
$24.4K - $29.7K
|
12.8K
$855K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
471+ 10.99% |
$24.3K - $29.6K
|
4.76K
$319K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
422+ 32.81% |
$21.8K - $26.5K
|
1.71K
$114K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
418New |
$21.6K - $26.2K
|
418
$28K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
414+ 2.25% |
$21.4K - $26K
|
18.8K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
407+ 0.69% |
$21K - $25.5K
|
59.6K
$3.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
403+ 2.06% |
$20.8K - $25.3K
|
19.9K
$1.33M
|