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 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-264- 0.17% |
$13.6K - $16.6K
|
158K
$10.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-272- 99.63% |
$14K - $17.1K
|
1
$67
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-279- 1.05% |
$14.4K - $17.5K
|
26.3K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-302- 0.6% |
$15.6K - $18.9K
|
50K
$3.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-302- 5.39% |
$15.6K - $18.9K
|
5.3K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-310- 1.12% |
$16K - $19.4K
|
27.5K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-317- 5.77% |
$16.4K - $19.9K
|
5.17K
$347K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-323- 8.09% |
$16.7K - $20.3K
|
3.67K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-339- 1.77% |
$17.5K - $21.3K
|
18.8K
$1.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-354- 69.14% |
$18.3K - $22.2K
|
158
$10.6K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-359- 2.14% |
$18.5K - $22.5K
|
16.4K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-364- 1.76% |
$18.8K - $22.8K
|
20.4K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-372- 1.99% |
$19.2K - $23.3K
|
18.4K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-377- 1.87% |
$19.5K - $23.7K
|
19.8K
$1.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-397- 6.77% |
$20.5K - $24.9K
|
5.46K
$366K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-439- 1.04% |
$22.7K - $27.5K
|
42K
$2.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-445- 2.21% |
$23K - $27.9K
|
19.7K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-479- 0.83% |
$24.7K - $30.1K
|
57.1K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-482- 0.84% |
$24.9K - $30.2K
|
56.6K
$3.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-491- 8.95% |
$25.3K - $30.8K
|
4.99K
$334K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-512- 2.82% |
$26.4K - $32.1K
|
17.6K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-520- 4.03% |
$26.8K - $32.6K
|
12.4K
$830K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-528- 2.34% |
$27.2K - $33.1K
|
22K
$1.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-603- 1.13% |
$31.1K - $37.8K
|
53K
$3.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-615- 1.98% |
$31.7K - $38.6K
|
30.5K
$2.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-659- 3.68% |
$34K - $41.3K
|
17.3K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-660- 12.44% |
$34.1K - $41.4K
|
4.65K
$311K
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-717- 0.41% |
$37K - $45K
|
174K
$11.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-808- 18.52% |
$41.7K - $50.7K
|
3.56K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-810- 8.31% |
$41.8K - $50.8K
|
8.94K
$599K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-826- 1.42% |
$42.6K - $51.8K
|
57.3K
$3.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-854- 3.09% |
$44.1K - $53.6K
|
26.8K
$1.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-871- 1.0% |
$44.9K - $54.6K
|
86.1K
$5.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-873- 6.35% |
$45K - $54.8K
|
12.9K
$862K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-876- 2.61% |
$45.2K - $55K
|
32.7K
$2.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-900- 51.43% |
$46.4K - $56.5K
|
850
$56.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-905- 3.16% |
$46.7K - $56.8K
|
27.8K
$1.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-912- 2.81% |
$47.1K - $57.2K
|
31.5K
$2.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-926- 2.47% |
$47.8K - $58.1K
|
36.6K
$2.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-938- 13.61% |
$48.4K - $58.9K
|
5.95K
$399K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-999- 5.66% |
$51.5K - $62.7K
|
16.6K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.1K- 1.02% |
$56.5K - $68.7K
|
106K
$7.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.12K- 10.21% |
$57.7K - $70.1K
|
9.83K
$659K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.15K- 11.07% |
$59.4K - $72.3K
|
9.26K
$620K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-1.19K- 5.5% |
$61.3K - $74.5K
|
20.4K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.21K- 17.88% |
$62.3K - $75.8K
|
5.55K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.23K- 14.05% |
$63.2K - $76.9K
|
7.5K
$502K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.29K- 2.66% |
$66.5K - $80.8K
|
47.1K
$3.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.3K- 9.49% |
$67.2K - $81.7K
|
12.4K
$832K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.35K- 70.77% |
$69.7K - $84.8K
|
558
$37.4K
|