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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
607K+ 91.03% |
$34.8M - $38.5M
|
1.27M
$69.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
315K+ 5754.01% |
$18M - $20M
|
321K
$17.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
138K+ 26.23% |
$7.87M - $8.72M
|
662K
$36.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
113KNew |
$6.45M - $7.15M
|
113K
$6.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
104K+ 96.78% |
$5.98M - $6.62M
|
212K
$11.6M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
82.9K+ 135.73% |
$4.74M - $5.25M
|
144K
$7.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
68.5K+ 100758.82% |
$3.92M - $4.34M
|
68.6K
$3.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
63K+ 29.71% |
$3.61M - $4M
|
275K
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
44.5KNew |
$2.55M - $2.82M
|
44.5K
$2.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42K+ 289.5% |
$2.4M - $2.66M
|
56.5K
$3.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
34K+ 17.59% |
$1.95M - $2.16M
|
227K
$12.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
27.9K+ 10.64% |
$1.6M - $1.77M
|
290K
$15.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
26.8K+ 545.63% |
$1.53M - $1.7M
|
31.7K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.9K+ 28.44% |
$1.42M - $1.58M
|
112K
$6.14M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
24.5K+ 5.58% |
$1.4M - $1.55M
|
464K
$25.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
22.9KNew |
$1.31M - $1.45M
|
22.9K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
22K+ 568.44% |
$1.26M - $1.39M
|
25.8K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.5KNew |
$1.17M - $1.3M
|
20.5K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
19.2K+ 12.46% |
$1.1M - $1.21M
|
173K
$9.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
16.5K+ 66.6% |
$943K - $1.04M
|
41.2K
$2.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
15.8K+ 29.87% |
$902K - $999K
|
68.5K
$3.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.5K+ 308.18% |
$828K - $918K
|
19.2K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.2K+ 120.23% |
$814K - $901K
|
26K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.3K+ 13.11% |
$706K - $782K
|
106K
$5.82M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
11.6K+ 11.18% |
$663K - $734K
|
115K
$6.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
11.4K+ 14.27% |
$650K - $721K
|
91K
$4.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.1K+ 14.11% |
$633K - $702K
|
89.5K
$4.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10.9K+ 17.73% |
$622K - $689K
|
72.2K
$3.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
10.7K+ 21.91% |
$613K - $679K
|
59.6K
$3.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.6KNew |
$606K - $671K
|
10.6K
$579K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
10.2K+ 12.85% |
$586K - $649K
|
89.9K
$4.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.69K+ 8.06% |
$554K - $614K
|
130K
$7.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.37K+ 9.06% |
$536K - $594K
|
113K
$6.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
8.2K+ 5.69% |
$469K - $520K
|
152K
$8.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
7.51KNew |
$430K - $476K
|
7.51K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7.18K+ 4.31% |
$411K - $455K
|
174K
$9.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.68K+ 12.84% |
$382K - $423K
|
58.7K
$3.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.61K+ 4.77% |
$321K - $355K
|
123K
$6.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.96K+ 12.19% |
$284K - $314K
|
45.7K
$2.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.87K+ 2.44% |
$279K - $309K
|
205K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
4.37K+ 40.24% |
$250K - $277K
|
15.2K
$832K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.23KNew |
$242K - $268K
|
4.23K
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.22K+ 2.21% |
$241K - $267K
|
195K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.06KNew |
$232K - $258K
|
4.06K
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.16K+ 4.44% |
$181K - $200K
|
74.3K
$4.06M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 7.29% |
$149K - $165K
|
38.2K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.47K+ 1.71% |
$141K - $156K
|
146K
$8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.14K+ 44.93% |
$122K - $135K
|
6.89K
$377K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.91K+ 18.89% |
$109K - $121K
|
12K
$656K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.73K+ 14.11% |
$98.8K - $109K
|
14K
$763K
|