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 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.14K+ 4.62% |
$134K - $144K
|
48.6K
$3.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.06K+ 120.37% |
$128K - $138K
|
3.76K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
2.04K+ 2.01% |
$127K - $137K
|
104K
$6.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.92K+ 1.07% |
$120K - $129K
|
182K
$12.2M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.91K+ 7.27% |
$119K - $129K
|
28.2K
$1.89M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
1.91K+ 3.35% |
$119K - $129K
|
59K
$3.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.88K+ 1.34% |
$117K - $126K
|
142K
$9.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.83K+ 16.97% |
$114K - $123K
|
12.6K
$846K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
1.83K+ 11.09% |
$114K - $123K
|
18.3K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.81K+ 2.82% |
$113K - $121K
|
65.7K
$4.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1.71K+ 30.16% |
$106K - $115K
|
7.37K
$493K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.67K+ 8.38% |
$104K - $113K
|
21.6K
$1.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.64K+ 44.85% |
$102K - $110K
|
5.28K
$354K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.63K+ 5.85% |
$101K - $109K
|
29.4K
$1.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.51K+ 8.72% |
$93.9K - $101K
|
18.8K
$1.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
1.49K+ 6.93% |
$92.7K - $100K
|
22.9K
$1.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
1.48K+ 7.27% |
$92.4K - $99.7K
|
21.8K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.48K+ 8.66% |
$92.4K - $99.7K
|
18.6K
$1.24M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.46K+ 2.78% |
$91K - $98.2K
|
54K
$3.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
1.36K+ 5.77% |
$84.6K - $91.2K
|
24.9K
$1.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.35K+ 46.14% |
$84.2K - $90.8K
|
4.28K
$286K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.3K+ 6.87% |
$81.1K - $87.5K
|
20.2K
$1.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.28KNew |
$79.7K - $85.9K
|
1.28K
$85.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1.24K+ 0.97% |
$77.2K - $83.2K
|
129K
$8.62M
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.23K+ 5.3% |
$76.9K - $83K
|
24.5K
$1.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.22K+ 28.87% |
$75.9K - $81.8K
|
5.43K
$364K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.22K+ 3.53% |
$75.9K - $81.8K
|
35.7K
$2.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.18K+ 1.43% |
$73.7K - $79.5K
|
83.5K
$5.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
957+ 0.56% |
$59.7K - $64.4K
|
172K
$11.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
906+ 4.19% |
$56.5K - $61K
|
22.5K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
897+ 0.69% |
$56K - $60.4K
|
132K
$8.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
896New |
$55.9K - $60.3K
|
896
$60K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
896New |
$55.9K - $60.3K
|
896
$60K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
888+ 13.78% |
$55.4K - $59.8K
|
7.33K
$491K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
883+ 28.56% |
$55.1K - $59.4K
|
3.98K
$266K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
875+ 5.66% |
$54.6K - $58.9K
|
16.3K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
830+ 3.81% |
$51.8K - $55.9K
|
22.6K
$1.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
830+ 5.9% |
$51.8K - $55.9K
|
14.9K
$998K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
770+ 3.73% |
$48K - $51.8K
|
21.4K
$1.44M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
692+ 1.78% |
$43.2K - $46.6K
|
39.5K
$2.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
675+ 2.8% |
$42.1K - $45.4K
|
24.8K
$1.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
603New |
$37.6K - $40.6K
|
603
$40.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
592+ 4.64% |
$36.9K - $39.8K
|
13.4K
$894K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
575+ 0.2% |
$35.9K - $38.7K
|
292K
$19.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
520+ 175.08% |
$32.4K - $35K
|
817
$54.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
505+ 9.45% |
$31.5K - $34K
|
5.85K
$392K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
466New |
$29.1K - $31.4K
|
466
$31.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
441+ 1.59% |
$27.5K - $29.7K
|
28.2K
$1.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
414New |
$25.8K - $27.9K
|
414
$27.7K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
374New |
$23.3K - $25.2K
|
374
$25.1K
|