Purchases and Sales Made in Q1 2023 in First Trust Rising Dividend Ac (RDVY)

RDVY Quotes by TradingView

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 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
5.29K
+ 18.69%
$225K - $259K
33.6K $2.02M
Oct 30, 2023 Q1 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
5.09K
+ 21.57%
$217K - $249K
28.7K $1.72M
May 12, 2023 Q1 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
5.05K
+ 9.45%
$215K - $247K
58.5K $3.51M
May 10, 2023 Q1 2023
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
4.89K
+ 23.97%
$208K - $239K
25.3K $1.52M
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
4.87K
New
$208K - $238K
4.87K $293K
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
4.63K
New
$198K - $227K
4.63K $278K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
4.59K
+ 1.66%
$196K - $225K
281K $16.9M
Apr 19, 2023 Q1 2023
Calton & Associates, Inc.

BUY
 -
4.55K
+ 96.71%
$194K - $223K
9.26K $556K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
4.34K
+ 433600.0%
$185K - $212K
4.34K $260K
May 04, 2023 Q1 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
4.32K
+ 7.98%
$184K - $212K
58.5K $3.51M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
4.22K
+ 4.51%
$180K - $206K
97.8K $5.87M
May 15, 2023 Q1 2023
Harvest Investment Services, LLC

BUY
 -
3.63K
+ 6.86%
$155K - $178K
56.5K $3.4M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
3.61K
+ 5.27%
$154K - $177K
72.2K $4.33M
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
3.53K
+ 8.32%
$151K - $173K
46K $2.76M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
3.5K
New
$149K - $171K
3.5K $210K
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
3.35K
+ 48.3%
$143K - $164K
10.3K $617K
Apr 20, 2023 Q1 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
3.31K
+ 9.6%
$141K - $162K
37.8K $2.27M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
3.29K
+ 3.32%
$140K - $161K
102K $6.14M
May 09, 2023 Q1 2023
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
3.21K
+ 3.95%
$137K - $157K
84.6K $5.08M
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
3.17K
New
$135K - $155K
3.17K $191K
Apr 17, 2023 Q1 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
3K
+ 44.05%
$128K - $147K
9.82K $589K
May 04, 2023 Q1 2023
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
2.97K
+ 2.39%
$127K - $145K
127K $7.62M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
2.94K
+ 50.75%
$126K - $144K
8.74K $525K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
2.81K
+ 3.32%
$120K - $137K
87.5K $5.26M
May 05, 2023 Q1 2023
Wealth Advisors, Inc.

BUY
 -
2.55K
+ 4.26%
$109K - $125K
62.5K $3.75M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
2.51K
+ 7.27%
$107K - $123K
37K $2.22M
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
2.5K
+ 450.0%
$107K - $122K
3.06K $184K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
2.47K
+ 1.11%
$105K - $121K
226K $13.6M
Apr 17, 2023 Q1 2023
City Holding CO

BUY
 -
2.42K
+ 8.16%
$103K - $118K
32K $1.92M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
2.24K
+ 4.47%
$95.4K - $109K
52.3K $3.14M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
2.23K
+ 19.54%
$95.3K - $109K
13.7K $821K
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
2.2K
+ 2.17%
$94K - $108K
104K $6.24M
Apr 20, 2023 Q1 2023
Lvz, Inc.

BUY
 -
2.16K
+ 33.13%
$92.3K - $106K
8.69K $522K
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
2.16K
+ 6.62%
$92.1K - $106K
34.8K $2.09M
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
2.13K
+ 7.73%
$90.8K - $104K
29.7K $1.78M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
1.97K
+ 0.71%
$84.2K - $96.6K
280K $16.8M
May 12, 2023 Q1 2023
Jackson Wealth Management, LLC

BUY
 -
1.92K
+ 34.3%
$82K - $94.1K
7.53K $452K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
1.9K
+ 13.42%
$81K - $92.9K
16K $963K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.82K
+ 4.43%
$77.5K - $88.9K
42.8K $2.57M
May 11, 2023 Q1 2023
Castle Rock Wealth Management, LLC

BUY
 -
1.8K
+ 4.09%
$76.7K - $88K
45.8K $2.75M
May 15, 2023 Q1 2023
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
1.73K
New
$73.6K - $84.4K
1.73K $104K
Apr 25, 2023 Q1 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
1.73K
+ 12.65%
$73.6K - $84.4K
15.4K $922K
May 02, 2023 Q1 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
1.71K
+ 7.74%
$73.1K - $83.8K
23.8K $1.43M
Apr 20, 2023 Q1 2023
Hfg Advisors, Inc.

BUY
 -
1.5K
+ 1.84%
$64.1K - $73.5K
83K $4.98M
May 17, 2023 Q1 2023
Apexium Financial, LP

BUY
 -
1.47K
+ 3.66%
$62.6K - $71.8K
41.6K $2.5M
Apr 18, 2023 Q1 2023
Godsey & Gibb Associates

BUY
 -
1.37K
New
$58.6K - $67.2K
1.37K $82.5K
May 12, 2023 Q1 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
1.25K
+ 8.88%
$53.2K - $61.1K
15.3K $918K
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
1.2K
+ 2.17%
$51.3K - $58.8K
56.6K $3.4M
Apr 07, 2023 Q1 2023
Hbw Advisory Services LLC

BUY
 -
1.2K
+ 4.56%
$51.3K - $58.8K
27.6K $1.66M

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