Purchases and Sales Made in Q1 2025 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.38M+ 11.17% |
$136M - $151M
|
23.7M
$1.52B
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
971K+ 9.68% |
$55.6M - $61.6M
|
11M
$708M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
760K+ 33.43% |
$43.5M - $48.2M
|
3.03M
$195M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
706K+ 12.67% |
$40.4M - $44.8M
|
6.28M
$404M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
688K+ 196495.44% |
$39.4M - $43.6M
|
688K
$44.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
607K+ 91.03% |
$34.8M - $38.5M
|
1.27M
$82M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
515K+ 5.72% |
$29.5M - $32.6M
|
9.52M
$612M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
480K+ 2.96% |
$27.5M - $30.4M
|
16.7M
$1.08B
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
434K+ 7.7% |
$24.9M - $27.5M
|
6.07M
$391M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
394K+ 22.4% |
$22.5M - $25M
|
2.15M
$138M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
372KNew |
$21.3M - $23.6M
|
372K
$23.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
334K+ 10.83% |
$19.1M - $21.2M
|
3.42M
$220M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
315K+ 5754.01% |
$18M - $20M
|
321K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
277K+ 6.04% |
$15.8M - $17.5M
|
4.86M
$312M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
264K+ 12.64% |
$15.1M - $16.7M
|
2.35M
$151M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
252K+ 24.8% |
$14.4M - $16M
|
1.27M
$81.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
237K+ 9.63% |
$13.6M - $15M
|
2.7M
$173M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
220KNew |
$12.6M - $14M
|
220K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
199K+ 15.05% |
$11.4M - $12.6M
|
1.52M
$97.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
196K+ 130.65% |
$11.2M - $12.4M
|
346K
$22.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
168K+ 7.44% |
$9.61M - $10.6M
|
2.43M
$156M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
139K+ 189.6% |
$7.93M - $8.79M
|
212K
$13.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
138K+ 26.23% |
$7.87M - $8.72M
|
662K
$42.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
130K+ 15.48% |
$7.46M - $8.27M
|
973K
$62.6M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
121K+ 939.73% |
$6.9M - $7.64M
|
133K
$8.58M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
118K+ 3.47% |
$6.75M - $7.48M
|
3.52M
$226M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
113KNew |
$6.45M - $7.15M
|
113K
$7.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
104K+ 96.78% |
$5.98M - $6.62M
|
212K
$13.7M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
103K+ 80.45% |
$5.87M - $6.51M
|
230K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
99.2K+ 12.41% |
$5.67M - $6.29M
|
898K
$57.8M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
98.9K+ 102.73% |
$5.66M - $6.27M
|
195K
$12.5M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
96.9K+ 13.28% |
$5.54M - $6.14M
|
826K
$53.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
95.6K+ 11.11% |
$5.47M - $6.06M
|
956K
$61.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
91.8K+ 7.75% |
$5.25M - $5.82M
|
1.28M
$82.1M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
85.5K+ 69.87% |
$4.89M - $5.42M
|
208K
$13.4M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
82.9K+ 135.73% |
$4.74M - $5.25M
|
144K
$9.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
80.7K+ 143.97% |
$4.62M - $5.11M
|
137K
$8.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
77.1K+ 184.93% |
$4.41M - $4.89M
|
119K
$7.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
68.5K+ 100758.82% |
$3.92M - $4.34M
|
68.6K
$4.41M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
67.3K+ 3.67% |
$3.85M - $4.27M
|
1.9M
$122M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
65.7K+ 44.75% |
$3.76M - $4.17M
|
213K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
63K+ 29.71% |
$3.61M - $4M
|
275K
$17.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
57.4K+ 772.81% |
$3.28M - $3.64M
|
64.8K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
56.8K+ 133.66% |
$3.25M - $3.6M
|
99.3K
$6.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49K+ 11.46% |
$2.8M - $3.11M
|
476K
$30.6M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
45.8K+ 25.29% |
$2.62M - $2.9M
|
227K
$14.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
45K+ 16.42% |
$2.57M - $2.85M
|
319K
$20.5M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
44.5KNew |
$2.55M - $2.82M
|
44.5K
$2.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
44.4K+ 482.41% |
$2.54M - $2.81M
|
53.6K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
43.7K+ 17.53% |
$2.5M - $2.77M
|
293K
$18.9M
|