Purchases and Sales Made in Q3 2025 in First Trust Rising Dividend Ac (RDVY)

RDVY Quotes by TradingView

This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q3 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
Nov 04, 2025 Q3 2025
Envestnet Asset Management Inc

BUY
 -
577K
+ 13.34%
$36M - $38.8M
4.91M $329M
Oct 22, 2025 Q3 2025
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
255K
+ 124.28%
$15.9M - $17.2M
461K $30.9M
Nov 04, 2025 Q3 2025
Jones Financial Companies Lllp

BUY
 -
248K
+ 27.42%
$15.5M - $16.7M
1.15M $77.3M
Nov 03, 2025 Q3 2025
Truist Financial Corp

BUY
 -
189K
+ 13.46%
$11.8M - $12.7M
1.59M $107M
Nov 03, 2025 Q3 2025
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
102K
New
$6.35M - $6.85M
102K $6.82M
Oct 27, 2025 Q3 2025
Janney Montgomery Scott LLC

BUY
 -
101K
+ 7.5%
$6.29M - $6.79M
1.45M $96.8M
Oct 22, 2025 Q3 2025
Aps Management Group, Inc.

Torrance, CA
BUY
 -
98.1K
New
$6.12M - $6.6M
98.1K $6.57M
Oct 20, 2025 Q3 2025
Chris Bulman Inc

Roseville, CA
BUY
 -
55.6K
+ 65.21%
$3.47M - $3.74M
141K $9.44M
Oct 15, 2025 Q3 2025
Brookstone Capital Management

BUY
 -
44.5K
+ 49.05%
$2.78M - $3M
135K $9.07M
Oct 16, 2025 Q3 2025
Hbw Advisory Services LLC

BUY
 -
43.3K
+ 38.07%
$2.7M - $2.91M
157K $10.5M
Oct 29, 2025 Q3 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
42.3K
+ 17.43%
$2.64M - $2.85M
285K $19.1M
Nov 03, 2025 Q3 2025
Foundations Investment Advisors, LLC

BUY
 -
41.5K
+ 14.95%
$2.59M - $2.79M
319K $21.4M
Oct 01, 2025 Q3 2025
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
36.9K
+ 8.15%
$2.3M - $2.48M
490K $32.8M
Oct 17, 2025 Q3 2025
Mayflower Financial Advisors, LLC

BUY
 -
36.4K
+ 218.78%
$2.27M - $2.45M
53.1K $3.55M
Oct 23, 2025 Q3 2025
Benjamin Edwards Inc

Clayton, MO
BUY
 -
35.6K
+ 9.71%
$2.22M - $2.4M
403K $27M
Oct 14, 2025 Q3 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
35K
+ 62.07%
$2.19M - $2.36M
91.5K $6.13M
Oct 31, 2025 Q3 2025
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
34K
New
$2.12M - $2.29M
34K $2.28M
Oct 20, 2025 Q3 2025
Dhjj Financial Advisors, Ltd.

BUY
 -
31.4K
+ 185.4%
$1.96M - $2.11M
48.4K $3.24M
Nov 04, 2025 Q3 2025
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
31.2K
+ 88.8%
$1.95M - $2.1M
66.3K $4.44M
Oct 21, 2025 Q3 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
30.3K
+ 13.26%
$1.89M - $2.04M
259K $17.3M
Oct 01, 2025 Q3 2025
Park National Corp

BUY
 -
28.2K
+ 8.8%
$1.76M - $1.9M
349K $23.4M
Oct 09, 2025 Q3 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
27.5K
+ 31.25%
$1.72M - $1.85M
115K $7.73M
Oct 15, 2025 Q3 2025
Ballew Advisors, Inc

BUY
 -
27.1K
+ 283.94%
$1.69M - $1.82M
36.6K $2.45M
Oct 07, 2025 Q3 2025
Accel Wealth Management

BUY
 -
26.6K
+ 43.18%
$1.66M - $1.79M
88.3K $5.91M
Nov 04, 2025 Q3 2025
Atlantic Union Bankshares Corp

BUY
 -
24.2K
+ 20.23%
$1.51M - $1.63M
144K $9.65M
Nov 03, 2025 Q3 2025
Ae Wealth Management LLC

BUY
 -
23.4K
+ 33.49%
$1.46M - $1.58M
93.4K $6.26M
Oct 28, 2025 Q3 2025
Edge Rock Capital LLC

BUY
 -
23.4K
New
$1.46M - $1.57M
23.4K $1.57M
Oct 27, 2025 Q3 2025
Touchstone Capital, Inc.

BUY
 -
20.3K
New
$1.27M - $1.37M
20.3K $1.36M
Oct 22, 2025 Q3 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
18.6K
+ 9.78%
$1.16M - $1.25M
208K $14M
Oct 17, 2025 Q3 2025
Retireful, LLC

BUY
 -
18.3K
New
$1.14M - $1.23M
18.3K $1.22M
Oct 23, 2025 Q3 2025
Park Avenue Securities LLC

BUY
 -
18K
+ 47.15%
$1.12M - $1.21M
56.2K $3.76M
Oct 30, 2025 Q3 2025
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
17.7K
New
$1.1M - $1.19M
17.7K $1.19M
Oct 27, 2025 Q3 2025
Lvz, Inc.

BUY
 -
17.5K
+ 32.93%
$1.09M - $1.17M
70.4K $4.72M
Oct 28, 2025 Q3 2025
Walkner Condon Financial Advisors LLC

BUY
 -
16.8K
+ 11.63%
$1.05M - $1.13M
161K $10.8M
Oct 23, 2025 Q3 2025
Howard Financial Services, Ltd.

BUY
 -
16.7K
+ 7.89%
$1.04M - $1.13M
229K $15.3M
Oct 22, 2025 Q3 2025
D.A. Davidson & Co.

BUY
 -
16.6K
+ 1.94%
$1.04M - $1.12M
871K $58.3M
Nov 03, 2025 Q3 2025
Crumly & Associates Inc.

BUY
 -
15.3K
+ 4.38%
$955K - $1.03M
365K $24.5M
Oct 15, 2025 Q3 2025
Cadent Capital Advisors, LLC

BUY
 -
15.3K
New
$953K - $1.03M
15.3K $1.02M
Oct 22, 2025 Q3 2025
Centennial Wealth Advisory LLC

BUY
 -
14.3K
+ 42.67%
$891K - $962K
47.8K $3.2M
Oct 16, 2025 Q3 2025
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
14.2K
+ 56.04%
$886K - $956K
39.5K $2.65M
Oct 23, 2025 Q3 2025
Next Level Private LLC

Harrison, NY
BUY
 -
13.1K
+ 4.44%
$820K - $885K
310K $20.7M
Oct 31, 2025 Q3 2025
Rockport Wealth LLC

Fairview Park, OH
BUY
 -
12.7K
+ 14.54%
$791K - $854K
100K $6.7M
Oct 23, 2025 Q3 2025
Tru Independence LLC

BUY
 -
11.6K
+ 5.24%
$726K - $783K
234K $15.6M
Nov 05, 2025 Q3 2025
Img Wealth Management, Inc.

Jacksonville, FL
BUY
 -
11.6K
+ 18.56%
$722K - $779K
73.9K $4.95M
Oct 10, 2025 Q3 2025
Envision Financial LLC

Brookfield, WI
BUY
 -
11.1K
+ 16.01%
$694K - $749K
80.7K $5.4M
Oct 29, 2025 Q3 2025
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
11K
+ 15.94%
$686K - $740K
80K $5.36M
Nov 04, 2025 Q3 2025
Mutual Advisors, LLC

Casper, WY
BUY
 -
10K
+ 16.01%
$626K - $676K
72.8K $4.87M
Oct 09, 2025 Q3 2025
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
10K
+ 251.38%
$626K - $675K
14K $939K
Oct 30, 2025 Q3 2025
Bank Plus Wealth Management LLC

Jackson, MS
BUY
 -
9.87K
+ 35.58%
$615K - $664K
37.6K $2.52M

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