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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.17KNew |
$49.8K - $57.1K
|
1.17K
$70.1K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.16K+ 9.27% |
$49.4K - $56.6K
|
13.6K
$819K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.13K+ 12.4% |
$48.4K - $55.5K
|
10.3K
$617K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.12K+ 738.41% |
$47.6K - $54.5K
|
1.27K
$76K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.11K+ 5.09% |
$47.2K - $54.1K
|
22.8K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.06K+ 5.88% |
$45.3K - $52K
|
19.1K
$1.15M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.06KNew |
$45.2K - $51.9K
|
1.06K
$63.6K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 2.74% |
$44.4K - $50.9K
|
39K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
966+ 11.05% |
$41.2K - $47.3K
|
9.71K
$583K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
958+ 57.82% |
$40.9K - $46.9K
|
2.62K
$157K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
878+ 13.45% |
$37.5K - $43K
|
7.41K
$445K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
870+ 2.05% |
$37.1K - $42.6K
|
43.3K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
834+ 12.95% |
$35.6K - $40.8K
|
7.28K
$437K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
797+ 6.09% |
$34K - $39K
|
13.9K
$833K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
787+ 1.17% |
$33.6K - $38.5K
|
68K
$4.08M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
719+ 6.06% |
$30.7K - $35.2K
|
12.6K
$755K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
700+ 9.98% |
$29.9K - $34.2K
|
7.72K
$463K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
697+ 1.34% |
$29.7K - $34.1K
|
52.9K
$3.18M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
552+ 3.63% |
$23.5K - $27K
|
15.8K
$946K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
424+ 0.04% |
$18.1K - $20.7K
|
983K
$59M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
421+ 6.31% |
$18K - $20.6K
|
7.09K
$426K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
404+ 1.41% |
$17.2K - $19.8K
|
29.1K
$1.75M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
381+ 0.37% |
$16.3K - $18.6K
|
103K
$6.18M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
372+ 0.48% |
$15.9K - $18.2K
|
78.1K
$4.69M
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
363+ 1.49% |
$15.5K - $17.8K
|
24.8K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
354+ 1.81% |
$15.1K - $17.3K
|
20K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
350+ 4.71% |
$14.9K - $17.1K
|
7.79K
$468K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
332+ 2.43% |
$14.2K - $16.2K
|
14K
$841K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
329New |
$14K - $16.1K
|
329
$19.8K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
298+ 1.6% |
$12.7K - $14.6K
|
18.9K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
291+ 4.19% |
$12.4K - $14.2K
|
7.24K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
289+ 4.49% |
$12.3K - $14.1K
|
6.73K
$404K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
268+ 1.32% |
$11.4K - $13.1K
|
20.6K
$1.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
253+ 8.11% |
$10.8K - $12.4K
|
3.37K
$203K
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
222+ 2.47% |
$9.47K - $10.9K
|
9.21K
$553K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
208New |
$8.87K - $10.2K
|
208
$12.5K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
208New |
$8.87K - $10.2K
|
208
$12.5K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$8.53K - $9.78K
|
200
$12K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
170+ 2.29% |
$7.25K - $8.32K
|
7.59K
$456K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
126+ 1.25% |
$5.38K - $6.16K
|
10.2K
$612K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
120New |
$5.12K - $5.87K
|
120
$7.2K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
119+ 1.74% |
$5.08K - $5.82K
|
6.97K
$418K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
114+ 2.05% |
$4.86K - $5.58K
|
5.68K
$341K
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
100+ 1.73% |
$4.27K - $4.89K
|
5.87K
$352K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
74New |
$3.16K - $3.62K
|
74
$4.44K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
61+ 0.09% |
$2.6K - $2.98K
|
67.4K
$4.05M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
59+ 0.31% |
$2.52K - $2.89K
|
19.1K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
58+ 0.01% |
$2.47K - $2.84K
|
463K
$27.8M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
56New |
$2.39K - $2.74K
|
56
$3.36K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
50+ 0.73% |
$2.13K - $2.45K
|
6.87K
$412K
|