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 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.3K+ 1.89% |
$990K - $1.1M
|
932K
$59.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.2K+ 8.63% |
$984K - $1.09M
|
216K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.7K+ 13.55% |
$956K - $1.06M
|
140K
$8.87M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16.6K+ 67.54% |
$952K - $1.06M
|
41.3K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.5K+ 2.94% |
$945K - $1.05M
|
578K
$36.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
16.5K+ 66.6% |
$943K - $1.04M
|
41.2K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.3K+ 25.88% |
$935K - $1.04M
|
79.5K
$5.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
15.8K+ 29.87% |
$902K - $999K
|
68.5K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15.4K+ 3.09% |
$880K - $975K
|
513K
$32.5M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.3K+ 3.04% |
$877K - $972K
|
519K
$32.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
15.1K+ 25.31% |
$865K - $958K
|
74.9K
$4.74M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15K+ 2.69% |
$859K - $951K
|
574K
$36.3M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.8K+ 10.94% |
$847K - $938K
|
150K
$9.51M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.8K+ 20.89% |
$845K - $936K
|
85.5K
$5.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.6K+ 5.1% |
$835K - $925K
|
301K
$19.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.5K+ 308.18% |
$828K - $918K
|
19.2K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.4K+ 2.78% |
$824K - $913K
|
533K
$33.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.2K+ 120.23% |
$814K - $901K
|
26K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13.2K+ 22.15% |
$753K - $834K
|
72.6K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.8K+ 70.24% |
$734K - $813K
|
31.1K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.7K+ 193.45% |
$729K - $807K
|
19.3K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.6K+ 93.62% |
$722K - $800K
|
26.1K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
12.6K+ 245.11% |
$718K - $796K
|
17.7K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.5K+ 7.36% |
$715K - $793K
|
182K
$11.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.3K+ 13.11% |
$706K - $782K
|
106K
$6.75M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
11.6K+ 11.18% |
$663K - $734K
|
115K
$7.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
11.4K+ 14.27% |
$650K - $721K
|
91K
$5.77M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
11.3KNew |
$648K - $718K
|
11.3K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
11.1K+ 9.83% |
$638K - $707K
|
125K
$7.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.1K+ 14.11% |
$633K - $702K
|
89.5K
$5.67M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10.9K+ 581.98% |
$625K - $692K
|
12.8K
$811K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10.9K+ 17.73% |
$622K - $689K
|
72.2K
$4.57M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
10.8KNew |
$616K - $683K
|
10.8K
$682K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
10.7K+ 21.91% |
$613K - $679K
|
59.6K
$3.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.6KNew |
$606K - $671K
|
10.6K
$671K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.2K+ 7.35% |
$586K - $649K
|
150K
$9.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
10.2K+ 12.85% |
$586K - $649K
|
89.9K
$5.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
10.2K+ 6.08% |
$583K - $646K
|
178K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.94K+ 5.0% |
$569K - $630K
|
209K
$13.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9.72K+ 8.11% |
$556K - $616K
|
130K
$8.21M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.71K+ 287.08% |
$556K - $615K
|
13.1K
$829K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.69K+ 8.06% |
$554K - $614K
|
130K
$8.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.37K+ 9.06% |
$536K - $594K
|
113K
$7.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
9.35K+ 15.81% |
$535K - $593K
|
68.5K
$4.34M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
9.28KNew |
$531K - $588K
|
9.28K
$588K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
8.96K+ 10.44% |
$512K - $568K
|
94.8K
$6M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.78K+ 13.22% |
$503K - $557K
|
75.2K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.64K+ 16.96% |
$495K - $548K
|
59.6K
$3.78M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.64K+ 5.3% |
$495K - $548K
|
172K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.5K+ 1.29% |
$486K - $539K
|
669K
$42.4M
|