Purchases and Sales Made in Q3 2025 in First Trust Rising Dividend Ac (RDVY)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
9.87K+ 35.58% |
$615K - $664K
|
37.6K
$2.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
9.85K+ 10.04% |
$615K - $663K
|
108K
$7.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.54K+ 38.01% |
$595K - $642K
|
34.6K
$2.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.71K+ 7.58% |
$543K - $586K
|
124K
$8.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
8.29K+ 154.59% |
$517K - $558K
|
13.7K
$915K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
8.12KNew |
$507K - $547K
|
8.12K
$544K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.91K+ 5.07% |
$494K - $532K
|
164K
$11M
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
7.89K+ 16.13% |
$492K - $531K
|
56.8K
$3.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.38K+ 12.84% |
$461K - $497K
|
64.9K
$4.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.38K+ 27.58% |
$460K - $497K
|
34.1K
$2.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.85K+ 2.28% |
$365K - $393K
|
262K
$17.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.7K+ 2.14% |
$355K - $383K
|
272K
$18.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.66K+ 4.62% |
$353K - $381K
|
128K
$8.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.36KNew |
$334K - $360K
|
5.36K
$359K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.25KNew |
$327K - $353K
|
5.25K
$351K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.16K+ 23.42% |
$322K - $347K
|
27.2K
$1.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.11K+ 4.41% |
$319K - $344K
|
121K
$8.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
4.82K+ 0.83% |
$301K - $325K
|
583K
$39M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.29K+ 4.93% |
$268K - $289K
|
91.4K
$6.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.17K+ 6.78% |
$260K - $281K
|
65.7K
$4.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.16K+ 73.54% |
$260K - $280K
|
9.82K
$658K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.13K+ 2.64% |
$258K - $278K
|
161K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
4.12K+ 4.7% |
$257K - $277K
|
91.7K
$6.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.01KNew |
$250K - $270K
|
4.01K
$268K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.95K+ 8.38% |
$246K - $266K
|
51.1K
$3.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.66K+ 2.22% |
$228K - $246K
|
169K
$11.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.58K+ 2.83% |
$223K - $241K
|
130K
$8.71M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.57K+ 35.29% |
$222K - $240K
|
13.7K
$915K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.45K+ 172.5% |
$215K - $232K
|
5.45K
$365K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.39KNew |
$211K - $228K
|
3.39K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.36K+ 5.45% |
$210K - $226K
|
65.1K
$4.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
3.31KNew |
$207K - $223K
|
3.31K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.24K+ 15.38% |
$202K - $218K
|
24.3K
$1.63M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.23KNew |
$201K - $217K
|
3.23K
$216K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.1KNew |
$193K - $209K
|
3.1K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.98K+ 12.13% |
$186K - $200K
|
27.5K
$1.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.98K+ 63.48% |
$186K - $200K
|
7.66K
$513K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.9K+ 1.35% |
$181K - $195K
|
217K
$14.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.87K+ 2.82% |
$179K - $193K
|
105K
$7.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.83K+ 2.73% |
$176K - $190K
|
106K
$7.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.81K+ 2.2% |
$175K - $189K
|
130K
$8.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.69K+ 41.7% |
$168K - $181K
|
9.14K
$612K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2.69K+ 2.48% |
$168K - $181K
|
111K
$7.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 3.98% |
$167K - $180K
|
70K
$4.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.61K+ 7.1% |
$163K - $176K
|
39.4K
$2.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.47K+ 21.1% |
$154K - $166K
|
14.2K
$951K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.44K+ 33.95% |
$152K - $164K
|
9.63K
$645K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.43K+ 7.16% |
$152K - $164K
|
36.4K
$2.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
2.35K+ 11.68% |
$147K - $158K
|
22.5K
$1.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.33K+ 14.17% |
$145K - $157K
|
18.8K
$1.26M
|