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 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8.21K+ 5.18% |
$470K - $520K
|
166K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
8.2K+ 5.69% |
$469K - $520K
|
152K
$9.65M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
8.03K+ 21.19% |
$459K - $509K
|
45.9K
$2.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
7.81K+ 2.34% |
$447K - $495K
|
342K
$21.7M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.79K+ 8.42% |
$446K - $494K
|
100K
$6.36M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.76K+ 39.12% |
$444K - $492K
|
27.6K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.72K+ 90.06% |
$442K - $489K
|
16.3K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
7.71K+ 4.12% |
$441K - $489K
|
195K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.64K+ 14.58% |
$437K - $484K
|
60K
$3.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
7.63KNew |
$437K - $484K
|
7.63K
$484K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
7.51KNew |
$430K - $476K
|
7.51K
$476K
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
7.5K+ 27.46% |
$429K - $476K
|
34.8K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.44K+ 11.09% |
$426K - $472K
|
74.5K
$4.72M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.43K+ 119.72% |
$425K - $471K
|
13.6K
$863K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.35KNew |
$420K - $466K
|
7.35K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
7.21K+ 6.1% |
$412K - $457K
|
125K
$7.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7.18K+ 4.31% |
$411K - $455K
|
174K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
6.8K+ 35.74% |
$389K - $431K
|
25.8K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
6.7K+ 175.83% |
$383K - $425K
|
10.5K
$666K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.68K+ 12.84% |
$382K - $423K
|
58.7K
$3.72M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
6.47K+ 8.03% |
$370K - $410K
|
86.9K
$5.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.31K+ 11.7% |
$361K - $400K
|
60.3K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.14KNew |
$351K - $389K
|
6.14K
$389K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.02KNew |
$345K - $382K
|
6.02K
$382K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.88K+ 66.06% |
$336K - $373K
|
14.8K
$936K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.86KNew |
$335K - $371K
|
5.86K
$371K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.82K+ 11.31% |
$333K - $369K
|
57.3K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.77K+ 8.47% |
$330K - $366K
|
74K
$4.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.61K+ 4.77% |
$321K - $355K
|
123K
$7.81M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
5.56K+ 3.28% |
$318K - $352K
|
175K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.46KNew |
$312K - $346K
|
5.46K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.34K+ 92.17% |
$306K - $339K
|
11.1K
$706K
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
5.23K+ 0.99% |
$299K - $332K
|
534K
$33.8M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5.16K+ 11.94% |
$295K - $327K
|
48.4K
$3.07M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.1K+ 4.49% |
$292K - $323K
|
119K
$7.52M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
4.96K+ 5.36% |
$284K - $315K
|
97.6K
$6.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.96K+ 12.19% |
$284K - $314K
|
45.7K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.95KNew |
$283K - $314K
|
4.95K
$314K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.87K+ 2.44% |
$279K - $309K
|
205K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.87K+ 95.47% |
$278K - $308K
|
9.96K
$631K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.8K+ 4.78% |
$275K - $304K
|
105K
$6.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.8K+ 24.62% |
$274K - $304K
|
24.3K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.76K+ 160.32% |
$273K - $302K
|
7.73K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.71K+ 13.14% |
$270K - $299K
|
40.6K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
4.67KNew |
$267K - $296K
|
4.67K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
4.58K+ 8.65% |
$262K - $290K
|
57.6K
$3.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.44KNew |
$254K - $282K
|
4.44K
$282K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
4.37K+ 40.24% |
$250K - $277K
|
15.2K
$965K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.36KNew |
$250K - $277K
|
4.36K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.33K+ 24.0% |
$248K - $274K
|
22.4K
$1.42M
|