Purchases and Sales Made in Q1 2023 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q1 2023. 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 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.6K+ 10.75% |
$664K - $761K
|
160K
$9.63M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
15.4K+ 10.02% |
$655K - $751K
|
169K
$10.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.2K+ 0.54% |
$649K - $744K
|
2.83M
$170M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
14.6K+ 92.47% |
$624K - $716K
|
30.5K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.4K+ 21.78% |
$613K - $703K
|
80.3K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.6K+ 2.19% |
$581K - $667K
|
635K
$38.1M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.5KNew |
$577K - $662K
|
13.5K
$813K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.3K+ 1.86% |
$565K - $648K
|
725K
$43.5M
|
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
12.8KNew |
$548K - $628K
|
12.8K
$771K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.8K+ 4.35% |
$547K - $628K
|
308K
$18.5M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
12.7KNew |
$542K - $621K
|
12.7K
$763K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
12.4K+ 7.74% |
$529K - $606K
|
173K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.2K+ 3.96% |
$520K - $596K
|
320K
$19.2M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12.1K+ 35.97% |
$518K - $594K
|
45.9K
$2.76M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
12.1K+ 35.97% |
$518K - $594K
|
45.9K
$2.76M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 5.03% |
$501K - $574K
|
245K
$14.7M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 104.24% |
$496K - $568K
|
22.8K
$1.37M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.7K+ 13.97% |
$458K - $525K
|
87.5K
$5.26M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.7K+ 37.34% |
$455K - $522K
|
39.2K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.2K+ 1.16% |
$436K - $500K
|
893K
$53.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.1K+ 5.87% |
$430K - $493K
|
182K
$10.9M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.75K+ 76.94% |
$416K - $477K
|
22.4K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
8.97K+ 15.16% |
$382K - $439K
|
68.1K
$4.09M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.88K+ 12.69% |
$379K - $435K
|
78.9K
$4.74M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.62K+ 4.52% |
$368K - $422K
|
199K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.6KNew |
$367K - $421K
|
8.6K
$516K
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.38KNew |
$357K - $410K
|
8.38K
$503K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.03KNew |
$342K - $393K
|
8.03K
$482K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.9K+ 51.93% |
$337K - $386K
|
23.1K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.83KNew |
$334K - $383K
|
7.83K
$470K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.81K+ 104.44% |
$333K - $382K
|
15.3K
$917K
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
7.72K+ 5.05% |
$329K - $378K
|
161K
$9.64M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.49K+ 10.68% |
$320K - $367K
|
77.7K
$4.66M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
7.15K+ 2.24% |
$305K - $350K
|
327K
$19.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
7K+ 1.53% |
$299K - $343K
|
466K
$28M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.86K+ 3770.88% |
$293K - $336K
|
7.05K
$423K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.75K+ 2.2% |
$288K - $330K
|
314K
$18.8M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.72K+ 3.03% |
$286K - $328K
|
228K
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
6.62K+ 38.57% |
$282K - $324K
|
23.8K
$1.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.6K+ 4.27% |
$281K - $323K
|
161K
$9.67M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6.6KNew |
$281K - $323K
|
6.6K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.58KNew |
$281K - $322K
|
6.58K
$395K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.52KNew |
$278K - $319K
|
6.52K
$392K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.33K+ 36.95% |
$270K - $309K
|
23.4K
$1.41M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.31K+ 3.68% |
$269K - $309K
|
178K
$10.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
6.25K+ 2.96% |
$267K - $306K
|
217K
$13M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.2K+ 7.82% |
$264K - $303K
|
85.4K
$5.13M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.91K+ 2.41% |
$252K - $289K
|
251K
$15.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
5.5K+ 4.44% |
$235K - $269K
|
129K
$7.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.44K+ 3.32% |
$232K - $266K
|
169K
$10.2M
|