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 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
397+ 2.64% |
$20.5K - $24.9K
|
15.5K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
391+ 10.31% |
$20.2K - $24.5K
|
4.18K
$280K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
375New |
$19.4K - $23.5K
|
375
$25.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
366+ 1.84% |
$18.9K - $23K
|
20.3K
$1.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
352+ 201.14% |
$18.2K - $22.1K
|
527
$35.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
350+ 4.05% |
$18.1K - $22K
|
8.99K
$602K
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
350+ 4.29% |
$18.1K - $22K
|
8.52K
$570K
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
347+ 8.66% |
$17.9K - $21.8K
|
4.35K
$292K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
337+ 1.58% |
$17.4K - $21.1K
|
21.6K
$1.45M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
306New |
$15.8K - $19.2K
|
306
$20.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
299+ 1.23% |
$15.4K - $18.8K
|
24.6K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
297New |
$15.3K - $18.6K
|
297
$19.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
292+ 5.07% |
$15.1K - $18.3K
|
6.05K
$405K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
281+ 0.79% |
$14.5K - $17.6K
|
35.9K
$2.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
279+ 1.25% |
$14.4K - $17.5K
|
22.6K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
279New |
$14.4K - $17.5K
|
279
$18.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
275+ 1.86% |
$14.2K - $17.3K
|
15.1K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
231+ 1.65% |
$11.9K - $14.5K
|
14.2K
$950K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
228+ 2.46% |
$11.8K - $14.3K
|
9.49K
$635K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
219New |
$11.3K - $13.7K
|
219
$14.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
206+ 0.67% |
$10.6K - $12.9K
|
31.1K
$2.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
202+ 480.95% |
$10.4K - $12.7K
|
244
$16.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
194+ 2.42% |
$10K - $12.2K
|
8.22K
$550K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
172+ 0.51% |
$8.88K - $10.8K
|
33.6K
$2.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
165+ 34.16% |
$8.51K - $10.4K
|
648
$43.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
161+ 0.27% |
$8.31K - $10.1K
|
59.6K
$3.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
147+ 1.02% |
$7.59K - $9.22K
|
14.6K
$980K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
137+ 0.83% |
$7.07K - $8.6K
|
16.7K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
133+ 3.15% |
$6.86K - $8.34K
|
4.36K
$292K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
124+ 20.67% |
$6.4K - $7.78K
|
724
$48.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
122New |
$6.3K - $7.65K
|
122
$8.17K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
120New |
$6.19K - $7.53K
|
120
$8.04K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
114+ 1.46% |
$5.88K - $7.15K
|
7.9K
$529K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
83New |
$4.28K - $5.21K
|
83
$5.56K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
74+ 1.3% |
$3.82K - $4.64K
|
5.78K
$387K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
66+ 1.42% |
$3.41K - $4.14K
|
4.71K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
63+ 0.43% |
$3.25K - $3.95K
|
14.8K
$992K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
59+ 15.28% |
$3.04K - $3.7K
|
445
$29.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
51+ 0.88% |
$2.63K - $3.2K
|
5.85K
$392K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
49+ 0.27% |
$2.53K - $3.07K
|
18K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
42+ 0.33% |
$2.17K - $2.64K
|
12.7K
$849K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
39+ 0.79% |
$2.01K - $2.45K
|
4.99K
$334K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
39+ 0.68% |
$2.01K - $2.45K
|
5.79K
$387K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
34+ 0.14% |
$1.75K - $2.13K
|
24.6K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
29+ 0.27% |
$1.5K - $1.82K
|
10.8K
$723K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
24+ 0.31% |
$1.24K - $1.51K
|
7.66K
$513K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
21+ 10.14% |
$1.08K - $1.32K
|
228
$15.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
11+ 0.06% |
$568 - $690
|
17.2K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
9+ 0.26% |
$464 - $565
|
3.51K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
9+ 0.09% |
$464 - $565
|
10.1K
$675K
|