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 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
372+ 1.87% |
$23.2K - $25K
|
20.3K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
367+ 2.2% |
$22.9K - $24.7K
|
17K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
327+ 3.33% |
$20.4K - $22K
|
10.2K
$680K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
310+ 5.12% |
$19.3K - $20.9K
|
6.36K
$426K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
300+ 6.37% |
$18.7K - $20.2K
|
5.01K
$336K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
280+ 3.63% |
$17.5K - $18.8K
|
8K
$536K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
278+ 4.67% |
$17.3K - $18.7K
|
6.23K
$417K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
244+ 0.32% |
$15.2K - $16.4K
|
75.8K
$5.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
238+ 0.4% |
$14.8K - $16K
|
59.8K
$4.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
238+ 4.12% |
$14.8K - $16K
|
6.02K
$403K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
223+ 10.81% |
$13.9K - $15K
|
2.29K
$153K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
200+ 23.89% |
$12.5K - $13.5K
|
1.04K
$69.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
183+ 1.44% |
$11.4K - $12.3K
|
12.9K
$861K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
167+ 0.09% |
$10.4K - $11.2K
|
177K
$11.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
164+ 5466.67% |
$10.2K - $11K
|
167
$11.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
160+ 4.55% |
$9.98K - $10.8K
|
3.67K
$246K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
153+ 1.23% |
$9.54K - $10.3K
|
12.6K
$846K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
114+ 0.56% |
$7.11K - $7.67K
|
20.5K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
109+ 2.29% |
$6.8K - $7.33K
|
4.88K
$327K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
107+ 0.38% |
$6.67K - $7.2K
|
28K
$1.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
98+ 2.13% |
$6.11K - $6.59K
|
4.7K
$315K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
88+ 27.33% |
$5.49K - $5.92K
|
410
$27.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
85+ 1.47% |
$5.3K - $5.72K
|
5.87K
$393K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
77+ 0.23% |
$4.8K - $5.18K
|
33.7K
$2.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
76+ 115.15% |
$4.74K - $5.11K
|
142
$9.51K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
65+ 14.35% |
$4.05K - $4.37K
|
518
$34.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
59+ 0.31% |
$3.68K - $3.97K
|
18.9K
$1.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
38+ 0.57% |
$2.37K - $2.56K
|
6.73K
$451K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
34+ 14.91% |
$2.12K - $2.29K
|
262
$17.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
28+ 0.25% |
$1.75K - $1.88K
|
11.2K
$751K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
15+ 0.23% |
$936 - $1.01K
|
6.58K
$441K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
10+ 0.27% |
$624 - $673
|
3.67K
$245K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
10+ 0.06% |
$624 - $673
|
17.2K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.05% |
$499 - $538
|
14.6K
$980K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
8+ 0.23% |
$499 - $538
|
3.51K
$235K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
7+ 0.03% |
$437 - $471
|
22K
$1.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.02% |
$312 - $336
|
31.1K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.01% |
$250 - $269
|
44.2K
$2.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2+ 0.35% |
$125 - $135
|
570
$38.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.04% |
$125 - $135
|
4.79K
$321K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.15% |
$62.4 - $67.3
|
649
$43.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.36% |
$62.4 - $67.3
|
277
$18.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.01% |
$62.4 - $67.3
|
7.48K
$501K
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1+ 0.02% |
$62.4 - $67.3
|
6.52K
$437K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.18% |
$62.4 - $67.3
|
551
$36.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1- 0.12% |
$62.4 - $67.3
|
849
$56.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$62.4 - $67.3
|
7.32K
$490K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-28- 22.95% |
$1.75K - $1.88K
|
94
$6.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-29- 0.58% |
$1.81K - $1.95K
|
4.96K
$332K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 3.24% |
$1.87K - $2.02K
|
895
$59.9K
|