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 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-31- 0.28% |
$1.93K - $2.09K
|
10.9K
$727K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-36- 0.25% |
$2.25K - $2.42K
|
14.2K
$948K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-53- 0.11% |
$3.31K - $3.57K
|
50K
$3.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-76- 0.15% |
$4.74K - $5.11K
|
52.2K
$3.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-87- 0.17% |
$5.43K - $5.85K
|
51.7K
$3.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-100- 2.36% |
$6.24K - $6.73K
|
4.14K
$277K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-100- 83.33% |
$6.24K - $6.73K
|
20
$1.34K
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-108- 0.6% |
$6.74K - $7.27K
|
17.9K
$1.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-115- 11.87% |
$7.17K - $7.74K
|
854
$57.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-118- 0.8% |
$7.36K - $7.94K
|
14.7K
$984K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-120- 0.39% |
$7.49K - $8.07K
|
31K
$2.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-121- 3.3% |
$7.55K - $8.14K
|
3.55K
$238K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-144- 1.88% |
$8.98K - $9.69K
|
7.51K
$503K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-148- 2.53% |
$9.23K - $9.96K
|
5.7K
$382K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-160- 65.57% |
$9.98K - $10.8K
|
84
$5.63K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-182- 0.8% |
$11.4K - $12.2K
|
22.7K
$1.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-200- 2.56% |
$12.5K - $13.5K
|
7.6K
$509K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-225- 1.75% |
$14K - $15.1K
|
12.6K
$847K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-225- 3.66% |
$14K - $15.1K
|
5.92K
$397K
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-232- 2.61% |
$14.5K - $15.6K
|
8.65K
$580K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-259- 5.01% |
$16.2K - $17.4K
|
4.92K
$329K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-283- 1.56% |
$17.7K - $19K
|
17.9K
$1.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-300- 2.33% |
$18.7K - $20.2K
|
12.6K
$841K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-310- 3.64% |
$19.3K - $20.9K
|
8.21K
$550K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-312- 1.79% |
$19.5K - $21K
|
17.2K
$1.15M
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-350- 0.3% |
$21.8K - $23.6K
|
117K
$7.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-352- 66.79% |
$22K - $23.7K
|
175
$11.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-400- 2.01% |
$25K - $26.9K
|
19.5K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-421- 2.29% |
$26.3K - $28.3K
|
17.9K
$1.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-450- 1.78% |
$28.1K - $30.3K
|
24.8K
$1.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-453- 8.55% |
$28.3K - $30.5K
|
4.85K
$325K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-483- 2.8% |
$30.1K - $32.5K
|
16.7K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-595- 11.56% |
$37.1K - $40K
|
4.55K
$305K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-746- 0.69% |
$46.5K - $50.2K
|
108K
$7.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-747- 0.94% |
$46.6K - $50.3K
|
78.5K
$5.26M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-749- 1.32% |
$46.7K - $50.4K
|
56K
$3.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-821- 0.79% |
$51.2K - $55.2K
|
103K
$6.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-827- 4.15% |
$51.6K - $55.6K
|
19.1K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-932- 10.43% |
$58.1K - $62.7K
|
8.01K
$536K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-933- 11.24% |
$58.2K - $62.8K
|
7.37K
$493K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.02K- 2.19% |
$63.3K - $68.3K
|
45.3K
$3.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.12K- 3.6% |
$69.8K - $75.3K
|
29.9K
$2M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.14K- 2.55% |
$71.1K - $76.7K
|
43.5K
$2.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.15K- 5.16% |
$71.5K - $77.1K
|
21.1K
$1.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.18K- 1.48% |
$73.8K - $79.6K
|
79K
$5.29M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 1.51% |
$73.8K - $79.6K
|
76.9K
$5.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.2K- 3.53% |
$75K - $80.9K
|
32.8K
$2.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.24K- 3.16% |
$77.6K - $83.7K
|
38.1K
$2.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-1.32K- 3.93% |
$82.3K - $88.8K
|
32.3K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.36K- 15.15% |
$85K - $91.7K
|
7.63K
$511K
|