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 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-10.4K- 22.52% |
$593K - $657K
|
35.7K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-16.9K- 7.92% |
$965K - $1.07M
|
196K
$10.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-21.6K- 18.92% |
$1.24M - $1.37M
|
92.6K
$5.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-22.9K- 7.7% |
$1.31M - $1.45M
|
275K
$15M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-46.3K- 82.61% |
$2.65M - $2.94M
|
9.75K
$533K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-315K- 98.29% |
$18M - $20M
|
5.48K
$299K
|