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 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
631+ 7.13% |
$36.1K - $40K
|
9.48K
$600K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
630+ 2.42% |
$36K - $39.9K
|
26.6K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
586+ 14.44% |
$33.5K - $37.1K
|
4.64K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
568+ 3.92% |
$32.5K - $36K
|
15.1K
$954K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
567+ 1.0% |
$32.4K - $35.9K
|
57K
$3.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
547+ 2.11% |
$31.3K - $34.7K
|
26.5K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
542+ 4.89% |
$31K - $34.4K
|
11.6K
$736K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
527+ 1.87% |
$30.2K - $33.4K
|
28.7K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
525New |
$30K - $33.3K
|
525
$33.3K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
512New |
$29.3K - $32.5K
|
512
$32.4K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
500New |
$28.6K - $31.7K
|
500
$31.7K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
491New |
$28.1K - $31.1K
|
491
$31.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
466+ 224.04% |
$26.7K - $29.5K
|
674
$42.7K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
452New |
$25.9K - $28.7K
|
452
$28.6K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
452+ 3.27% |
$25.9K - $28.7K
|
14.3K
$906K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
447+ 3.44% |
$25.6K - $28.3K
|
13.5K
$852K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
437+ 5.76% |
$25K - $27.7K
|
8.02K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
432+ 11.37% |
$24.7K - $27.4K
|
4.23K
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
413+ 0.8% |
$23.6K - $26.2K
|
52K
$3.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
401+ 0.29% |
$22.9K - $25.4K
|
141K
$8.91M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
398+ 1.07% |
$22.8K - $25.2K
|
37.5K
$2.38M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
337+ 35.51% |
$19.3K - $21.4K
|
1.29K
$81.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
333+ 4.01% |
$19.1K - $21.1K
|
8.64K
$547K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
322+ 6.39% |
$18.4K - $20.4K
|
5.36K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
309+ 6.45% |
$17.7K - $19.6K
|
5.1K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
308+ 6.16% |
$17.6K - $19.5K
|
5.31K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
287+ 6.22% |
$16.4K - $18.2K
|
4.9K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
287New |
$16.4K - $18.2K
|
287
$18.2K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
272+ 27200.0% |
$15.6K - $17.2K
|
273
$17.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
263+ 4.9% |
$15K - $16.7K
|
5.63K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
256New |
$14.6K - $16.2K
|
256
$16.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
244+ 2.71% |
$14K - $15.5K
|
9.26K
$587K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
236+ 4.4% |
$13.5K - $15K
|
5.6K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
233+ 1.05% |
$13.3K - $14.8K
|
22.5K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
224New |
$12.8K - $14.2K
|
224
$14.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
222New |
$12.7K - $14.1K
|
222
$14.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
208+ 0.96% |
$11.9K - $13.2K
|
21.9K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
207+ 1.14% |
$11.8K - $13.1K
|
18.4K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
207+ 0.41% |
$11.8K - $13.1K
|
50.3K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
202+ 7.47% |
$11.6K - $12.8K
|
2.91K
$184K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
202+ 0.34% |
$11.6K - $12.8K
|
59.8K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
175New |
$10K - $11.1K
|
175
$11.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
162+ 2.13% |
$9.27K - $10.3K
|
7.76K
$492K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
160+ 20.92% |
$9.16K - $10.1K
|
925
$58.6K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
154+ 0.38% |
$8.81K - $9.76K
|
40.8K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
133+ 0.93% |
$7.61K - $8.43K
|
14.5K
$918K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
129+ 2.41% |
$7.38K - $8.18K
|
5.49K
$348K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
125+ 3.22% |
$7.15K - $7.92K
|
4.01K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
98+ 0.49% |
$5.61K - $6.21K
|
19.9K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
96+ 0.29% |
$5.49K - $6.09K
|
33.6K
$2.13M
|