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 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.01K+ 2.3% |
$115K - $127K
|
89.5K
$5.67M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2K+ 3.89% |
$114K - $127K
|
53.3K
$3.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.91K+ 18.89% |
$109K - $121K
|
12K
$761K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.82K+ 1.77% |
$104K - $115K
|
105K
$6.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.81K+ 5.92% |
$104K - $115K
|
32.4K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.73K+ 14.11% |
$98.8K - $109K
|
14K
$884K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.7K+ 16.05% |
$97.3K - $108K
|
12.3K
$779K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.66K+ 18.93% |
$94.9K - $105K
|
10.4K
$660K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.66K+ 30.74% |
$94.8K - $105K
|
7.04K
$446K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.65K+ 0.85% |
$94.5K - $105K
|
196K
$12.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.62K+ 2.69% |
$92.8K - $103K
|
61.9K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.6K+ 21.42% |
$91.6K - $101K
|
9.07K
$575K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.53K+ 3.11% |
$87.5K - $97K
|
50.8K
$3.22M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.4K+ 10.42% |
$79.9K - $88.5K
|
14.8K
$938K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.4K+ 5.37% |
$79.8K - $88.4K
|
27.4K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.38K+ 6.95% |
$79.1K - $87.6K
|
21.3K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.34K+ 7.72% |
$76.8K - $85.1K
|
18.7K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.34K+ 2.67% |
$76.4K - $84.6K
|
51.3K
$3.25M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.29K+ 7.93% |
$74K - $82K
|
17.6K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.28K+ 0.37% |
$73.4K - $81.3K
|
351K
$22.2M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 39.15% |
$71.4K - $79K
|
4.43K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 5.67% |
$70.6K - $78.2K
|
23K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
1.22K+ 1.02% |
$69.9K - $77.5K
|
120K
$7.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.18K+ 12.1% |
$67.6K - $74.9K
|
11K
$694K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.18K+ 1.3% |
$67.2K - $74.5K
|
91.6K
$5.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.13K+ 7.36% |
$64.8K - $71.8K
|
16.5K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.12K+ 55.73% |
$64K - $70.9K
|
3.13K
$198K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.02K+ 6.4% |
$58.5K - $64.8K
|
17K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.01K+ 111.88% |
$57.7K - $63.9K
|
1.91K
$121K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
991+ 24.39% |
$56.7K - $62.8K
|
5.05K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
941+ 8.93% |
$53.8K - $59.6K
|
11.5K
$727K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
857+ 6.54% |
$49K - $54.3K
|
14K
$884K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
855+ 2.89% |
$48.9K - $54.2K
|
30.4K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
845+ 3.14% |
$48.4K - $53.6K
|
27.8K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
818+ 2.13% |
$46.8K - $51.9K
|
39.2K
$2.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
815+ 652.0% |
$46.6K - $51.7K
|
940
$59.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
806New |
$46.1K - $51.1K
|
806
$51.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
801+ 3.59% |
$45.8K - $50.8K
|
23.1K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
770+ 0.81% |
$44.1K - $48.8K
|
95.5K
$6.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
751+ 6.01% |
$43K - $47.6K
|
13.3K
$840K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
736+ 12.88% |
$42.1K - $46.7K
|
6.45K
$409K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
731+ 3.67% |
$41.8K - $46.3K
|
20.7K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
726+ 3.71% |
$41.5K - $46K
|
20.3K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
715+ 1.07% |
$40.9K - $45.3K
|
67.4K
$4.27M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
700+ 4.01% |
$40.1K - $44.4K
|
18.2K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
669+ 3.74% |
$38.3K - $42.4K
|
18.5K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
656+ 0.51% |
$37.5K - $41.6K
|
130K
$8.23M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
655+ 3.29% |
$37.5K - $41.5K
|
20.6K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
645+ 2.55% |
$36.9K - $40.9K
|
25.9K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
637+ 0.62% |
$36.4K - $40.4K
|
103K
$6.54M
|