Purchases and Sales Made in Q2 2023 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
373K+ 1148.51% |
$16M - $17.6M
|
406K
$25.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
262K+ 1.73% |
$11.2M - $12.4M
|
15.4M
$969M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
227K+ 4.77% |
$9.71M - $10.7M
|
4.98M
$312M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
204K+ 7.68% |
$8.75M - $9.66M
|
2.86M
$180M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
173K+ 4.66% |
$7.4M - $8.17M
|
3.88M
$244M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
159K+ 221.98% |
$6.81M - $7.51M
|
231K
$14.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
158KNew |
$6.75M - $7.45M
|
158K
$9.89M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
122K+ 17.75% |
$5.22M - $5.76M
|
809K
$50.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
102K+ 299.49% |
$4.35M - $4.8M
|
135K
$8.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
81.1KNew |
$3.47M - $3.83M
|
81.1K
$5.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
78.9K+ 132.64% |
$3.38M - $3.73M
|
138K
$8.69M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
78.2K+ 31.92% |
$3.35M - $3.7M
|
323K
$20.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
75.4K+ 28.95% |
$3.23M - $3.56M
|
336K
$21.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
70.6KNew |
$3.02M - $3.34M
|
70.6K
$4.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
63.3K+ 35.61% |
$2.71M - $2.99M
|
241K
$15.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
60.1K+ 21.42% |
$2.58M - $2.84M
|
341K
$21.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
58.9K+ 3.26% |
$2.52M - $2.78M
|
1.86M
$117M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
55.8K+ 5.31% |
$2.39M - $2.64M
|
1.11M
$69.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
55.6KNew |
$2.38M - $2.63M
|
55.6K
$3.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
54.1K+ 9.64% |
$2.32M - $2.56M
|
616K
$38.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53.7K+ 235.86% |
$2.3M - $2.54M
|
76.4K
$4.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
52.8K+ 737.39% |
$2.26M - $2.49M
|
59.9K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
52.6KNew |
$2.25M - $2.48M
|
52.6K
$3.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
47.1K+ 83.26% |
$2.02M - $2.23M
|
104K
$6.51M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
46.1K+ 9.89% |
$1.97M - $2.18M
|
512K
$32.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
42.6K+ 98.72% |
$1.82M - $2.01M
|
85.7K
$5.38M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
41.7K+ 10.7% |
$1.78M - $1.97M
|
431K
$27M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
41.5K+ 7.9% |
$1.78M - $1.96M
|
567K
$35.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
39.3K+ 44.85% |
$1.68M - $1.86M
|
127K
$7.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
39.1KNew |
$1.68M - $1.85M
|
39.1K
$2.46M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
38.9K+ 284.18% |
$1.67M - $1.84M
|
52.6K
$3.3M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
38.4K+ 588.72% |
$1.65M - $1.81M
|
44.9K
$2.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
36.4KNew |
$1.56M - $1.72M
|
36.4K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
36.3K+ 5.71% |
$1.55M - $1.71M
|
671K
$42.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
34.3K+ 5.58% |
$1.47M - $1.62M
|
648K
$40.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
33.7K+ 32.63% |
$1.44M - $1.59M
|
137K
$8.59M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
32.6K+ 14.77% |
$1.39M - $1.54M
|
253K
$15.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28.9K+ 30.39% |
$1.24M - $1.37M
|
124K
$7.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
26K+ 157.69% |
$1.11M - $1.23M
|
42.5K
$2.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23.7K+ 7.4% |
$1.01M - $1.12M
|
343K
$21.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
22.6KNew |
$967K - $1.07M
|
22.6K
$1.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
22.1K+ 58.5% |
$946K - $1.04M
|
59.9K
$3.76M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
21.3KNew |
$912K - $1.01M
|
21.3K
$1.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
20.9K+ 17.34% |
$894K - $986K
|
141K
$8.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
20K+ 6.43% |
$857K - $946K
|
331K
$20.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.6K+ 44.84% |
$754K - $831K
|
56.8K
$3.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.6K+ 5.39% |
$709K - $782K
|
324K
$20.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
16.2K+ 333.21% |
$695K - $767K
|
21.1K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
16.2K+ 5.17% |
$695K - $766K
|
330K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.5K+ 1.76% |
$664K - $733K
|
897K
$56.3M
|