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 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
42.9K+ 92.86% |
$2.46M - $2.72M
|
89.2K
$5.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42K+ 289.5% |
$2.4M - $2.66M
|
56.5K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
40.1K+ 54.73% |
$2.3M - $2.54M
|
113K
$7.18M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.8K+ 8.6% |
$2.22M - $2.46M
|
490K
$31M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
37.9KNew |
$2.17M - $2.4M
|
37.9K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37.9K+ 4.09% |
$2.17M - $2.4M
|
965K
$61.1M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
36.8K+ 152.43% |
$2.11M - $2.33M
|
61K
$3.86M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
36.4KNew |
$2.09M - $2.31M
|
36.4K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
35.5K+ 97.64% |
$2.03M - $2.25M
|
71.9K
$4.56M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
35.3K+ 9.62% |
$2.02M - $2.24M
|
402K
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.1K+ 45.2% |
$2.01M - $2.23M
|
113K
$7.15M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
34K+ 11.37% |
$1.95M - $2.16M
|
333K
$21.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
34K+ 17.59% |
$1.95M - $2.16M
|
227K
$14.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
32.3K+ 16.0% |
$1.85M - $2.05M
|
234K
$14.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
29.8K+ 23.15% |
$1.71M - $1.89M
|
159K
$10M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
29.3K+ 6.01% |
$1.68M - $1.86M
|
517K
$32.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
29.3K+ 32.55% |
$1.68M - $1.86M
|
119K
$7.57M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
28.4K+ 18.57% |
$1.63M - $1.8M
|
182K
$11.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
27.9K+ 10.64% |
$1.6M - $1.77M
|
290K
$18.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
26.8K+ 545.63% |
$1.53M - $1.7M
|
31.7K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.7K+ 5.33% |
$1.53M - $1.69M
|
527K
$33.4M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26.5K+ 16.99% |
$1.52M - $1.68M
|
183K
$11.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
25.8K+ 9.27% |
$1.48M - $1.64M
|
304K
$19.3M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
25.7K+ 55.68% |
$1.47M - $1.63M
|
71.9K
$4.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
25.4K+ 103.95% |
$1.45M - $1.61M
|
49.8K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
25.3K+ 28.83% |
$1.45M - $1.6M
|
113K
$7.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.9K+ 28.44% |
$1.42M - $1.58M
|
112K
$7.11M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.5K+ 38.28% |
$1.4M - $1.56M
|
88.7K
$5.62M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
24.5K+ 5.58% |
$1.4M - $1.55M
|
464K
$29.4M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
24.4K+ 29.19% |
$1.4M - $1.55M
|
108K
$6.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
23KNew |
$1.31M - $1.46M
|
23K
$1.45M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
22.9KNew |
$1.31M - $1.45M
|
22.9K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
22.9KNew |
$1.31M - $1.45M
|
22.9K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
22K+ 568.44% |
$1.26M - $1.39M
|
25.8K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
21.8K+ 72.23% |
$1.25M - $1.38M
|
52K
$3.29M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
21.2K+ 18.57% |
$1.21M - $1.34M
|
135K
$8.57M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
20.9K+ 17.87% |
$1.2M - $1.32M
|
138K
$8.73M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
20.5KNew |
$1.17M - $1.3M
|
20.5K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.5KNew |
$1.17M - $1.3M
|
20.5K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
20.1KNew |
$1.15M - $1.28M
|
20.1K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20.1K+ 51.21% |
$1.15M - $1.27M
|
59.2K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
20K+ 394.6% |
$1.14M - $1.27M
|
25.1K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20K+ 38.58% |
$1.14M - $1.27M
|
71.8K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.8K+ 41.11% |
$1.13M - $1.26M
|
68K
$4.31M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.5K+ 26.86% |
$1.11M - $1.23M
|
92K
$5.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
19.2K+ 12.46% |
$1.1M - $1.21M
|
173K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
19K+ 260.4% |
$1.08M - $1.2M
|
26.2K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
18.6K+ 18.87% |
$1.06M - $1.18M
|
117K
$7.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.9K+ 7.54% |
$1.03M - $1.14M
|
256K
$16.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
17.4K+ 59.62% |
$994K - $1.1M
|
46.5K
$2.95M
|