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 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.34K- 7.87% |
$191K - $211K
|
39.1K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.35K- 3.84% |
$192K - $213K
|
83.9K
$5.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3.6K- 13.52% |
$206K - $228K
|
23K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-4.29K- 2.14% |
$245K - $272K
|
196K
$12.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.47K- 6.95% |
$256K - $283K
|
59.8K
$3.79M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-4.57K- 22.68% |
$261K - $290K
|
15.6K
$987K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.59K- 13.24% |
$263K - $291K
|
30.1K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.6K- 29.12% |
$263K - $292K
|
11.2K
$710K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-5.88K- 5.68% |
$336K - $372K
|
97.6K
$6.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-6.16K- 9.58% |
$352K - $390K
|
58.1K
$3.68M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.27K- 1.88% |
$358K - $397K
|
326K
$20.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.54K- 14.46% |
$374K - $415K
|
38.7K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.82K- 9.17% |
$390K - $432K
|
67.5K
$4.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-6.93K- 14.54% |
$396K - $439K
|
40.7K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-6.98K- 30.24% |
$399K - $442K
|
16.1K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.04K- 43.25% |
$403K - $447K
|
9.24K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-7.21K- 3.77% |
$413K - $457K
|
184K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.37K- 45.08% |
$421K - $467K
|
8.97K
$568K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.43K- 2.83% |
$425K - $471K
|
255K
$16.2M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-7.61K- 16.17% |
$435K - $482K
|
39.4K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-8.01K- 20.16% |
$458K - $508K
|
31.7K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.76K- 12.64% |
$501K - $555K
|
60.5K
$3.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.88K- 8.4% |
$508K - $563K
|
96.8K
$6.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-9.41K- 4.65% |
$538K - $596K
|
193K
$12.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.41K- 69.67% |
$538K - $597K
|
4.1K
$260K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-9.93K- 18.31% |
$568K - $629K
|
44.3K
$2.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-10.4K- 22.52% |
$593K - $657K
|
35.7K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10.9K- 30.02% |
$626K - $694K
|
25.5K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.2K- 3.21% |
$643K - $712K
|
338K
$21.4M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-11.6K- 38.5% |
$664K - $736K
|
18.5K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-12.5K- 7.69% |
$716K - $793K
|
150K
$9.52M
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-12.9K- 8.7% |
$737K - $817K
|
135K
$8.56M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-13.2K- 17.62% |
$754K - $836K
|
61.6K
$3.91M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14K- 43.69% |
$803K - $890K
|
18.1K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-14.6K- 1.31% |
$836K - $926K
|
1.1M
$69.8M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-14.9K- 12.68% |
$851K - $942K
|
102K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-16.2K- 46.14% |
$929K - $1.03M
|
19K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-16.6K- 12.17% |
$948K - $1.05M
|
120K
$7.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-16.9K- 7.92% |
$965K - $1.07M
|
196K
$12.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-18.1K- 24.04% |
$1.04M - $1.15M
|
57.2K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-18.6K- 8.31% |
$1.07M - $1.18M
|
205K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-18.7K- 33.33% |
$1.07M - $1.18M
|
37.3K
$2.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-18.7K- 7.5% |
$1.07M - $1.19M
|
231K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.2K- 0.31% |
$1.1M - $1.22M
|
6.12M
$388M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-21.6K- 18.92% |
$1.24M - $1.37M
|
92.6K
$5.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-22.9K- 7.7% |
$1.31M - $1.45M
|
275K
$17.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-24.4K- 2.88% |
$1.4M - $1.55M
|
822K
$52.1M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-25K- 13.0% |
$1.43M - $1.58M
|
167K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.4K- 1.77% |
$1.45M - $1.61M
|
1.41M
$89.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-33.5K- 29.0% |
$1.92M - $2.12M
|
82K
$5.2M
|