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 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.23KNew |
$242K - $268K
|
4.23K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.22KNew |
$242K - $268K
|
4.22K
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.22K+ 2.21% |
$241K - $267K
|
195K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.14KNew |
$237K - $262K
|
4.14K
$262K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.06KNew |
$232K - $258K
|
4.06K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.96K+ 4.48% |
$226K - $251K
|
92.3K
$5.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.9KNew |
$223K - $247K
|
3.9K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.84K+ 12.35% |
$220K - $244K
|
35K
$2.21M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
3.81K+ 1.23% |
$218K - $242K
|
315K
$19.9M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.81K+ 1.9% |
$218K - $241K
|
205K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
3.79KNew |
$217K - $240K
|
3.79K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.75K+ 75.45% |
$215K - $238K
|
8.72K
$552K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.7K+ 9.47% |
$212K - $235K
|
42.8K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.58KNew |
$205K - $227K
|
3.58K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.57K+ 3.75% |
$204K - $226K
|
98.8K
$6.26M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.56K+ 2.3% |
$204K - $225K
|
158K
$10M
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
3.43KNew |
$196K - $218K
|
3.43K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.42K+ 24.65% |
$196K - $217K
|
17.3K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.4K+ 19.84% |
$194K - $215K
|
20.5K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.37K+ 3.91% |
$193K - $214K
|
89.6K
$5.68M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.24K+ 22.03% |
$185K - $205K
|
17.9K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.17K+ 0.99% |
$181K - $201K
|
324K
$20.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.16K+ 4.44% |
$181K - $200K
|
74.3K
$4.71M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.15K+ 47.33% |
$180K - $199K
|
9.79K
$620K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.12K+ 5.82% |
$178K - $198K
|
56.6K
$3.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
3.1K+ 2.34% |
$178K - $197K
|
136K
$8.62M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.09K+ 46.32% |
$177K - $196K
|
9.75K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.98K+ 43.5% |
$170K - $189K
|
9.82K
$622K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.93K+ 5.58% |
$168K - $186K
|
55.5K
$3.52M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.82K+ 54.03% |
$161K - $178K
|
8.03K
$508K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.81K+ 71.22% |
$161K - $178K
|
6.76K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.68K+ 1.2% |
$153K - $170K
|
226K
$14.3M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.63K+ 6.58% |
$150K - $167K
|
42.5K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.61K+ 7.51% |
$149K - $165K
|
37.3K
$2.37M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.6K+ 7.29% |
$149K - $165K
|
38.2K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.57K+ 19.27% |
$147K - $163K
|
15.9K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.54K+ 14.4% |
$145K - $161K
|
20.1K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.53K+ 3.36% |
$145K - $160K
|
77.6K
$4.92M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.51K+ 34.37% |
$144K - $159K
|
9.82K
$622K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.47K+ 1.71% |
$141K - $156K
|
146K
$9.28M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.33K+ 8.56% |
$133K - $148K
|
29.5K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.32K+ 0.7% |
$132K - $147K
|
331K
$21M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.3K+ 0.9% |
$132K - $146K
|
257K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.29K+ 2.45% |
$131K - $145K
|
95.7K
$6.06M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 90.07% |
$129K - $143K
|
4.75K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.24K+ 23.22% |
$128K - $142K
|
11.9K
$753K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 9.9% |
$126K - $140K
|
24.5K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.14K+ 44.93% |
$122K - $135K
|
6.89K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
2.04K+ 7.54% |
$117K - $129K
|
29K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.02K+ 1.64% |
$115K - $128K
|
125K
$7.93M
|