Purchases and Sales Made in Q4 2025 in First Trust Rising Dividend Ac (RDVY)
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 30, 2026
Q4 2025
|
Camden Capital, LLC
|
BUY
|
- |
8.17K+ 31.35% |
$531K - $558K
|
34.2K
$2.29M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.04K+ 8.61% |
$523K - $549K
|
101K
$6.79M
|
|
|
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 23, 2026
Q4 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
6.84K+ 31.91% |
$445K - $467K
|
28.3K
$1.89M
|
|
|
Jan 27, 2026
Q4 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
6.83K+ 1826.47% |
$444K - $467K
|
7.21K
$482K
|
|
|
Jan 26, 2026
Q4 2025
|
Adelphi Trust CO
Saint Petersburg, FL |
BUY
|
- |
6.72KNew |
$437K - $459K
|
6.72K
$450K
|
|
|
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 29, 2026
Q4 2025
|
Elevated Financial Group LLC
Indianapolis, IN |
BUY
|
- |
6.44KNew |
$419K - $440K
|
6.44K
$431K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.39K+ 41.81% |
$415K - $437K
|
21.7K
$1.45M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
6.3K+ 5.34% |
$410K - $430K
|
124K
$8.32M
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
6.3KNew |
$410K - $430K
|
6.3K
$422K
|
|
|
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
|
- |
5.96KNew |
$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 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.75K+ 9.61% |
$374K - $393K
|
65.6K
$4.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.67K+ 4.59% |
$369K - $387K
|
129K
$8.65M
|
|
|
Jan 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
5.6KNew |
$364K - $383K
|
5.6K
$375K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.48K+ 4.06% |
$356K - $374K
|
140K
$9.38M
|
|
|
Jan 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.42KNew |
$353K - $370K
|
5.42K
$363K
|
|
|
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 28, 2026
Q4 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
4.64K+ 124.46% |
$302K - $317K
|
8.37K
$560K
|
|
|
Jan 29, 2026
Q4 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.99K+ 3.59% |
$259K - $273K
|
115K
$7.71M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.96K+ 6.96% |
$257K - $270K
|
60.8K
$4.07M
|
|
|
Jan 28, 2026
Q4 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.83K+ 14.94% |
$249K - $261K
|
29.5K
$1.97M
|
|
|
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 29, 2026
Q4 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.76KNew |
$244K - $257K
|
3.76K
$252K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.73KNew |
$242K - $255K
|
3.73K
$250K
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.69K+ 10.81% |
$240K - $252K
|
37.8K
$2.53M
|
|
|
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
|
|
|
Jan 26, 2026
Q4 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.43KNew |
$223K - $235K
|
3.43K
$230K
|
|
|
Jan 28, 2026
Q4 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
3.27KNew |
$213K - $224K
|
3.27K
$219K
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
3.18K+ 65.1% |
$207K - $217K
|
8.06K
$539K
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.1KNew |
$201K - $212K
|
3.1K
$207K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
3.08K+ 5.21% |
$200K - $210K
|
62.1K
$4.15M
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
2.9KNew |
$188K - $198K
|
2.9K
$194K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.77K+ 21.16% |
$180K - $189K
|
15.9K
$1.06M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.46K+ 0.64% |
$160K - $168K
|
385K
$25.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.38K+ 3.4% |
$155K - $163K
|
72.4K
$4.84M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.37K+ 9.56% |
$154K - $162K
|
27.2K
$1.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.37K+ 1.31% |
$154K - $162K
|
184K
$12.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.2K+ 7.8% |
$143K - $150K
|
30.4K
$2.04M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.03K+ 496.1% |
$132K - $139K
|
2.44K
$164K
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.02K+ 0.31% |
$132K - $138K
|
665K
$44.5M
|
|