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 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.5K- 18.97% |
$93.5K - $101K
|
6.4K
$429K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.52K- 10.95% |
$94.7K - $102K
|
12.4K
$827K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 1.7% |
$98.4K - $106K
|
91.1K
$6.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.59K- 17.36% |
$99.4K - $107K
|
7.59K
$508K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.69K- 0.32% |
$105K - $113K
|
524K
$35.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.74K- 31.8% |
$108K - $117K
|
3.73K
$250K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.76K- 19.57% |
$110K - $118K
|
7.23K
$484K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.07K- 29.63% |
$129K - $139K
|
4.92K
$329K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.11K- 17.6% |
$131K - $142K
|
9.85K
$660K
|
|
|
Nov 04, 2025
Q3 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.3K- 4.06% |
$143K - $155K
|
54.3K
$3.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-2.3K- 15.59% |
$144K - $155K
|
12.5K
$836K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.68K- 0.98% |
$167K - $181K
|
272K
$18.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-3.26K- 5.63% |
$203K - $219K
|
54.7K
$3.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.47K- 1.09% |
$216K - $233K
|
315K
$21.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-3.67K- 6.4% |
$229K - $247K
|
53.6K
$3.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4.57K- 7.01% |
$285K - $307K
|
60.7K
$4.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.68K- 2.52% |
$292K - $315K
|
181K
$12.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-5.03K- 10.33% |
$314K - $338K
|
43.6K
$2.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-5.88K- 1.04% |
$367K - $396K
|
561K
$37.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-6.94K- 31.56% |
$433K - $467K
|
15.1K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-7.05K- 62.19% |
$440K - $474K
|
4.29K
$287K
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-7.3K- 9.61% |
$455K - $491K
|
68.7K
$4.6M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-7.76K- 64.91% |
$484K - $522K
|
4.2K
$281K
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-7.85K- 9.36% |
$490K - $528K
|
76K
$5.09M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-7.95K- 14.35% |
$496K - $535K
|
47.5K
$3.18M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-8.19K- 2.71% |
$511K - $551K
|
294K
$19.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.38K- 49.83% |
$585K - $631K
|
9.45K
$633K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11K- 16.27% |
$686K - $740K
|
56.6K
$3.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-11K- 54.22% |
$687K - $741K
|
9.3K
$623K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-12.3K- 98.92% |
$764K - $825K
|
134
$8.98K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-12.4K- 7.84% |
$774K - $835K
|
146K
$9.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13.5K- 9.31% |
$845K - $911K
|
132K
$8.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-14.5K- 18.91% |
$902K - $973K
|
62K
$4.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-15.4K- 7.09% |
$959K - $1.03M
|
202K
$13.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-18.2K- 6.96% |
$1.14M - $1.23M
|
243K
$16.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-19.5K- 20.26% |
$1.22M - $1.31M
|
76.8K
$5.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-21.2K- 8.6% |
$1.32M - $1.43M
|
226K
$15.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-23K- 15.56% |
$1.44M - $1.55M
|
125K
$8.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-31.1K- 13.87% |
$1.94M - $2.1M
|
193K
$13M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-38K- 3.74% |
$2.37M - $2.56M
|
979K
$65.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-38.1K- 28.41% |
$2.38M - $2.56M
|
95.9K
$6.43M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-41.3K- 4.09% |
$2.58M - $2.78M
|
969K
$64.9M
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-43.6K- 92.16% |
$2.72M - $2.93M
|
3.71K
$248K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-48.9K- 43.63% |
$3.05M - $3.29M
|
63.2K
$4.23M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-65K- 92.07% |
$4.05M - $4.37M
|
5.6K
$375K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-97.8K- 36.0% |
$6.1M - $6.58M
|
174K
$11.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-182K- 94.02% |
$11.3M - $12.2M
|
11.6K
$774K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-230K- 98.39% |
$14.3M - $15.4M
|
3.75K
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-237K- 4.11% |
$14.8M - $15.9M
|
5.52M
$370M
|