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
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.66K+ 30.74% |
$94.8K - $105K
|
7.04K
$385K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
855+ 2.89% |
$48.9K - $54.2K
|
30.4K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
815+ 652.0% |
$46.6K - $51.7K
|
940
$51.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
770+ 0.81% |
$44.1K - $48.8K
|
95.5K
$5.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
751+ 6.01% |
$43K - $47.6K
|
13.3K
$724K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
645+ 2.55% |
$36.9K - $40.9K
|
25.9K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
637+ 0.62% |
$36.4K - $40.4K
|
103K
$5.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
631+ 7.13% |
$36.1K - $40K
|
9.48K
$518K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
527+ 1.87% |
$30.2K - $33.4K
|
28.7K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
413+ 0.8% |
$23.6K - $26.2K
|
52K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
233+ 1.05% |
$13.3K - $14.8K
|
22.5K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
222New |
$12.7K - $14.1K
|
222
$12.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
208+ 0.96% |
$11.9K - $13.2K
|
21.9K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
207+ 1.14% |
$11.8K - $13.1K
|
18.4K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
202+ 0.34% |
$11.6K - $12.8K
|
59.8K
$3.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
162+ 2.13% |
$9.27K - $10.3K
|
7.76K
$424K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
160+ 20.92% |
$9.16K - $10.1K
|
925
$50.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
98+ 0.49% |
$5.61K - $6.21K
|
19.9K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
82New |
$4.69K - $5.2K
|
82
$4.48K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
72+ 1.27% |
$4.12K - $4.56K
|
5.76K
$315K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 0.66% |
$2.29K - $2.54K
|
6.13K
$335K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
16+ 0.46% |
$916 - $1.01K
|
3.5K
$191K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
10+ 0.11% |
$572 - $634
|
8.88K
$485K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1+ 2.44% |
$57.2 - $63.4
|
42
$2.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-102- 2.31% |
$5.84K - $6.47K
|
4.32K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-121- 0.6% |
$6.92K - $7.67K
|
19.9K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-168- 1.41% |
$9.61K - $10.6K
|
11.7K
$641K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-235- 0.55% |
$13.4K - $14.9K
|
42.4K
$2.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-299- 44.56% |
$17.1K - $19K
|
372
$20.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-355- 2.7% |
$20.3K - $22.5K
|
12.8K
$699K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-381- 1.68% |
$21.8K - $24.2K
|
22.3K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-434- 2.5% |
$24.8K - $27.5K
|
17K
$927K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-447- 3.35% |
$25.6K - $28.3K
|
12.9K
$705K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-542- 0.56% |
$31K - $34.4K
|
97.1K
$5.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-563- 0.92% |
$32.2K - $35.7K
|
60.6K
$3.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-630- 14.81% |
$36K - $39.9K
|
3.63K
$198K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-695- 1.13% |
$39.8K - $44.1K
|
60.6K
$3.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-950- 2.04% |
$54.4K - $60.2K
|
45.7K
$2.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1.04K- 4.2% |
$59.6K - $66K
|
23.7K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.06K- 0.36% |
$60.6K - $67.1K
|
293K
$16M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.26K- 3.3% |
$72.3K - $80.1K
|
37.1K
$2.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.34K- 6.24% |
$76.8K - $85.1K
|
20.2K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.42K- 1.66% |
$81.4K - $90.2K
|
84.1K
$4.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.48K- 5.17% |
$84.9K - $94K
|
27.2K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-1.54K- 8.27% |
$87.8K - $97.3K
|
17K
$931K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.11K- 3.42% |
$121K - $134K
|
59.6K
$3.26M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-2.7K- 0.95% |
$154K - $171K
|
282K
$15.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.25K- 9.28% |
$186K - $206K
|
31.8K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.43K- 2.83% |
$425K - $471K
|
255K
$13.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-9.93K- 18.31% |
$568K - $629K
|
44.3K
$2.42M
|