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 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-124- 0.36% |
$7.1K - $7.86K
|
34.1K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-145- 2.57% |
$8.3K - $9.19K
|
5.49K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-147- 0.64% |
$8.41K - $9.32K
|
22.8K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-158- 0.16% |
$9.04K - $10K
|
98.6K
$6.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-168- 1.41% |
$9.61K - $10.6K
|
11.7K
$743K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-170- 3.15% |
$9.73K - $10.8K
|
5.23K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-173- 1.24% |
$9.9K - $11K
|
13.7K
$871K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-189- 1.31% |
$10.8K - $12K
|
14.3K
$903K
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 4.51% |
$11.4K - $12.7K
|
4.24K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-200- 0.95% |
$11.4K - $12.7K
|
20.9K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-204- 3.04% |
$11.7K - $12.9K
|
6.52K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-210- 17.36% |
$12K - $13.3K
|
1K
$63.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-210- 1.33% |
$12K - $13.3K
|
15.5K
$984K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-220- 1.18% |
$12.6K - $13.9K
|
18.5K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-221- 5.51% |
$12.6K - $14K
|
3.79K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-230- 5.45% |
$13.2K - $14.6K
|
3.99K
$253K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-235- 0.55% |
$13.4K - $14.9K
|
42.4K
$2.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-235- 0.28% |
$13.4K - $14.9K
|
83.1K
$5.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-250- 4.98% |
$14.3K - $15.8K
|
4.77K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-259- 0.43% |
$14.8K - $16.4K
|
59.4K
$3.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-272- 0.41% |
$15.6K - $17.2K
|
66K
$4.18M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-295- 8.62% |
$16.9K - $18.7K
|
3.13K
$198K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-298- 0.86% |
$17.1K - $18.9K
|
34.5K
$2.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-299- 44.56% |
$17.1K - $19K
|
372
$23.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-325- 88.56% |
$18.6K - $20.6K
|
42
$2.66K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-339- 0.78% |
$19.4K - $21.5K
|
43.3K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-347- 6.76% |
$19.9K - $22K
|
4.79K
$303K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-355- 2.7% |
$20.3K - $22.5K
|
12.8K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-365- 3.46% |
$20.9K - $23.1K
|
10.2K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-376- 2.0% |
$21.5K - $23.8K
|
18.5K
$1.17M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-376- 7.38% |
$21.5K - $23.8K
|
4.72K
$299K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-380- 1.0% |
$21.7K - $24.1K
|
37.6K
$2.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-381- 1.68% |
$21.8K - $24.2K
|
22.3K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-381- 2.04% |
$21.8K - $24.2K
|
18.3K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-393- 4.23% |
$22.5K - $24.9K
|
8.89K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-408- 1.26% |
$23.3K - $25.9K
|
32K
$2.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-434- 2.5% |
$24.8K - $27.5K
|
17K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-447- 3.35% |
$25.6K - $28.3K
|
12.9K
$818K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-469- 5.23% |
$26.8K - $29.7K
|
8.51K
$539K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-471- 0.65% |
$27K - $29.9K
|
71.5K
$4.53M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-477- 2.16% |
$27.3K - $30.2K
|
21.6K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-516- 0.42% |
$29.5K - $32.7K
|
124K
$7.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-542- 0.56% |
$31K - $34.4K
|
97.1K
$6.15M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-562- 14.1% |
$32.2K - $35.6K
|
3.43K
$217K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-563- 0.92% |
$32.2K - $35.7K
|
60.6K
$3.84M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-598- 9.48% |
$34.2K - $37.9K
|
5.71K
$362K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-630- 14.81% |
$36K - $39.9K
|
3.63K
$230K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-632- 9.83% |
$36.2K - $40.1K
|
5.8K
$367K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-637- 11.3% |
$36.4K - $40.4K
|
5K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-660- 1.94% |
$37.8K - $41.8K
|
33.4K
$2.12M
|