Purchases and Sales Made in Q4 2025 in First Trust Rising Dividend Ac (RDVY)

RDVY Quotes by TradingView

This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q4 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
Jan 20, 2026 Q4 2025
Stewardship Concepts Financial Services LLC

Spokane, WA
BUY
 -
113K
New
$7.33M - $7.7M
113K $7.54M
Jan 15, 2026 Q4 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
72.2K
+ 27.92%
$4.69M - $4.93M
331K $22.1M
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
66.5K
+ 72.74%
$4.33M - $4.55M
158K $10.6M
Jan 21, 2026 Q4 2025
Crux Wealth Advisors

Long Beach, CA
BUY
 -
63.6K
New
$4.13M - $4.34M
63.6K $4.26M
Jan 20, 2026 Q4 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
55.1K
+ 984.5%
$3.58M - $3.77M
60.7K $4.06M
Jan 14, 2026 Q4 2025
Chris Bulman Inc

Roseville, CA
BUY
 -
47.8K
+ 33.91%
$3.11M - $3.26M
189K $12.6M
Jan 14, 2026 Q4 2025
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
47.7K
+ 44.26%
$3.1M - $3.26M
155K $10.4M
Jan 07, 2026 Q4 2025
Holistic Financial Partners

BUY
 -
44.2K
New
$2.87M - $3.02M
44.2K $2.96M
Jan 20, 2026 Q4 2025
Walkner Condon Financial Advisors LLC

BUY
 -
43.5K
+ 26.92%
$2.83M - $2.97M
205K $13.7M
Jan 13, 2026 Q4 2025
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
37.4K
New
$2.43M - $2.55M
37.4K $2.5M
Jan 15, 2026 Q4 2025
Brookstone Capital Management

BUY
 -
34.5K
+ 25.47%
$2.24M - $2.35M
170K $11.4M
Jan 21, 2026 Q4 2025
Flagship Harbor Advisors, LLC

BUY
 -
30.6K
+ 23.2%
$1.99M - $2.09M
163K $10.9M
Jan 14, 2026 Q4 2025
Edge Rock Capital LLC

BUY
 -
29K
New
$1.88M - $1.98M
29K $1.94M
Jan 23, 2026 Q4 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
27.9K
+ 24.12%
$1.81M - $1.9M
143K $9.59M
Jan 12, 2026 Q4 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
27.6K
+ 13.25%
$1.8M - $1.89M
236K $15.8M
Jan 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
27K
+ 5.27%
$1.76M - $1.85M
540K $36.1M
Jan 07, 2026 Q4 2025
Envision Financial LLC

Brookfield, WI
BUY
 -
22.6K
+ 27.99%
$1.47M - $1.54M
103K $6.91M
Jan 15, 2026 Q4 2025
Guided Capital Wealth Management, LLC

Houston, TX
BUY
 -
21.4K
+ 22.28%
$1.39M - $1.46M
117K $7.85M
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
19.8K
+ 15.44%
$1.29M - $1.35M
148K $9.9M
Jan 07, 2026 Q4 2025
Next Level Private LLC

Harrison, NY
BUY
 -
19.1K
+ 6.16%
$1.24M - $1.3M
329K $22M
Jan 23, 2026 Q4 2025
Smith, Moore & Co.

Clayton, MO
BUY
 -
16.9K
+ 9.45%
$1.1M - $1.15M
195K $13.1M
Jan 12, 2026 Q4 2025
Howard Financial Services, Ltd.

BUY
 -
14.4K
+ 6.31%
$939K - $987K
243K $16.3M
Jan 12, 2026 Q4 2025
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
12.3K
+ 13.97%
$798K - $839K
100K $6.71M
Jan 05, 2026 Q4 2025
Park National Corp

BUY
 -
12.2K
+ 3.49%
$792K - $832K
361K $24.2M
Jan 22, 2026 Q4 2025
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
11.4K
+ 7.11%
$743K - $781K
172K $11.5M
Jan 16, 2026 Q4 2025
Stone Crest Wealth Management, Inc.

Chandler, AZ
BUY
 -
10.4K
+ 9.74%
$674K - $708K
117K $7.81M
Jan 20, 2026 Q4 2025
Accel Wealth Management

BUY
 -
10K
+ 11.35%
$652K - $684K
98.3K $6.58M
Jan 12, 2026 Q4 2025
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
9.59K
+ 32.06%
$624K - $655K
39.5K $2.65M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
8.45K
+ 2.96%
$550K - $577K
294K $19.7M
Jan 08, 2026 Q4 2025
Genesis Private Wealth, LLC

Ashburn, VA
BUY
 -
7.44K
+ 7.11%
$484K - $508K
112K $7.5M
Jan 20, 2026 Q4 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
7.03K
+ 34.43%
$457K - $480K
27.4K $1.84M
Jan 21, 2026 Q4 2025
Nestegg Advisors, Inc.

Hauppauge, NY
BUY
 -
6.9K
+ 6.64%
$449K - $471K
111K $7.41M
Jan 20, 2026 Q4 2025
Aj Advisors, LLC

Nashville, TN
BUY
 -
6.6K
+ 3.91%
$429K - $451K
175K $11.7M
Jan 20, 2026 Q4 2025
Arvest Investments, Inc.

Rogers, AR
BUY
 -
6.48K
+ 7.76%
$421K - $443K
90K $6.02M
Jan 13, 2026 Q4 2025
Cadent Capital Advisors, LLC

BUY
 -
6.39K
+ 41.81%
$415K - $437K
21.7K $1.45M
Jan 13, 2026 Q4 2025
Signature Securities Group Corporation

BUY
 -
6.18K
+ 14.96%
$402K - $422K
47.5K $3.18M
Jan 21, 2026 Q4 2025
Bip Wealth, LLC

Atlanta, GA
BUY
 -
5.96K
New
$388K - $407K
5.96K $399K
Jan 14, 2026 Q4 2025
Ballew Advisors, Inc

BUY
 -
5.95K
+ 16.25%
$387K - $407K
42.6K $2.85M
Jan 12, 2026 Q4 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
5.67K
+ 4.59%
$369K - $387K
129K $8.65M
Jan 14, 2026 Q4 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
5.48K
+ 4.06%
$356K - $374K
140K $9.38M
Jan 14, 2026 Q4 2025
Centennial Wealth Advisory LLC

BUY
 -
5.31K
+ 11.12%
$345K - $363K
53.1K $3.55M
Jan 08, 2026 Q4 2025
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
5.14K
+ 2.99%
$334K - $351K
177K $11.9M
Jan 23, 2026 Q4 2025
Assetmark, Inc

BUY
 -
5.11K
+ 2.58%
$332K - $349K
203K $13.6M
Jan 12, 2026 Q4 2025
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
4.72K
+ 25.4%
$307K - $322K
23.3K $1.56M
Jan 14, 2026 Q4 2025
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
3.96K
+ 6.96%
$257K - $270K
60.8K $4.07M
Jan 22, 2026 Q4 2025
Dhjj Financial Advisors, Ltd.

BUY
 -
3.83K
+ 7.91%
$249K - $261K
52.2K $3.49M
Jan 15, 2026 Q4 2025
Victory Financial Group, LLC

Austin, TX
BUY
 -
3.76K
+ 22.49%
$244K - $257K
20.5K $1.37M
Jan 05, 2026 Q4 2025
Goal Vest Advisory LLC

BUY
 -
3.73K
New
$242K - $255K
3.73K $250K
Jan 20, 2026 Q4 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
3.5K
+ 83.39%
$228K - $239K
7.7K $515K

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