Purchases and Sales Made in Q2 2025 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.83K- 11.38% |
$94.5K - $115K
|
14.3K
$904K
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-2.01K- 1.48% |
$104K - $126K
|
134K
$8.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.35K- 0.77% |
$121K - $147K
|
302K
$19.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.4K- 5.69% |
$176K - $213K
|
56.4K
$3.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.62K- 23.23% |
$187K - $227K
|
12K
$758K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-3.75K- 20.24% |
$194K - $235K
|
14.8K
$937K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3.87K- 0.58% |
$200K - $243K
|
658K
$41.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.9K- 4.64% |
$201K - $245K
|
80.2K
$5.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-3.91K- 39.11% |
$202K - $246K
|
6.09K
$386K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.99K- 42.77% |
$206K - $251K
|
5.35K
$339K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.06K- 11.84% |
$364K - $443K
|
52.5K
$3.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-9.25K- 8.2% |
$477K - $580K
|
104K
$6.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.62K- 46.91% |
$496K - $603K
|
10.9K
$690K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.1K- 4.76% |
$627K - $762K
|
243K
$15.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-13.2K- 4.79% |
$679K - $826K
|
262K
$16.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-17.5K- 7.44% |
$901K - $1.1M
|
217K
$13.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-38K- 25.94% |
$1.96M - $2.38M
|
108K
$6.87M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-42K- 32.3% |
$2.17M - $2.63M
|
88K
$5.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-46.7K- 67.98% |
$2.41M - $2.93M
|
22K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-66.6K- 56.01% |
$3.44M - $4.18M
|
52.3K
$3.31M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-128K- 89.23% |
$6.63M - $8.06M
|
15.5K
$982K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-290K- 72.12% |
$15M - $18.2M
|
112K
$7.1M
|