Purchases and Sales Made in Q2 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 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
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
15K
New
$642K - $709K
15K $912K
Aug 14, 2023 Q2 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
14.4K
+ 110.27%
$619K - $682K
27.5K $1.67M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
13.9K
New
$597K - $659K
13.9K $847K
Aug 15, 2023 Q2 2023
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
13.9K
New
$595K - $656K
13.9K $844K
Jul 13, 2023 Q2 2023
Win Advisors, Inc

BUY
 -
11.6K
New
$497K - $548K
11.6K $706K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
11.1K
+ 3.59%
$474K - $523K
319K $19.4M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
10.9K
+ 20.65%
$468K - $516K
63.8K $3.88M
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
10.5K
+ 120.24%
$450K - $497K
19.2K $1.17M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
10.4K
+ 1.66%
$446K - $493K
637K $38.7M
Jul 24, 2023 Q2 2023
Accurate Wealth Management, LLC

BUY
 -
9.93K
New
$425K - $469K
9.93K $604K
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
9.38K
New
$402K - $443K
9.38K $570K
Aug 02, 2023 Q2 2023
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
9.06K
+ 35.84%
$388K - $428K
34.3K $2.09M
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
8.92K
+ 87.45%
$382K - $421K
19.1K $1.16M
Jul 03, 2023 Q2 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
8.57K
+ 0.26%
$367K - $405K
3.36M $205M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
8.41K
+ 17.14%
$360K - $398K
57.5K $3.5M
Aug 11, 2023 Q2 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
8.2K
+ 64.56%
$351K - $387K
20.9K $1.27M
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
7.9K
+ 29.78%
$338K - $373K
34.4K $2.09M
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
7.9K
+ 2.42%
$338K - $373K
334K $20.3M
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
7.87K
+ 3.52%
$337K - $372K
232K $14.1M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
7.42K
+ 4.63%
$318K - $351K
168K $10.2M
Aug 09, 2023 Q2 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
7.21K
+ 4.49%
$309K - $341K
168K $10.2M
Jul 28, 2023 Q2 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
7.01K
+ 220.79%
$300K - $331K
10.2K $619K
Aug 01, 2023 Q2 2023
Sanchez Wealth Management Group

BUY
 -
6.98K
+ 2.28%
$299K - $330K
313K $19M
Aug 14, 2023 Q2 2023
Petix & Botte CO

BUY
 -
6.87K
+ 100.0%
$294K - $325K
13.7K $835K
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
6.83K
+ 6.47%
$292K - $323K
112K $6.83M
Aug 11, 2023 Q2 2023
Solano Wealth Management, Inc.

Fairfield, CA
BUY
 -
6.67K
+ 2.25%
$286K - $315K
303K $18.4M
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

BUY
 -
6.58K
+ 138.54%
$282K - $311K
11.3K $689K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
6.55K
+ 12.53%
$280K - $309K
58.8K $3.57M
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
6.45K
+ 7.07%
$276K - $305K
97.6K $5.93M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
6.32K
+ 0.25%
$271K - $299K
2.51M $152M
Aug 11, 2023 Q2 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
5.93K
New
$254K - $280K
5.93K $360K
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
5.83K
+ 10.62%
$250K - $276K
60.8K $3.69M
Aug 02, 2023 Q2 2023
Barnes Pettey Financial Advisors, LLC

BUY
 -
5.56K
+ 8.17%
$238K - $263K
73.7K $4.48M
Jul 31, 2023 Q2 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
5.42K
+ 9.27%
$232K - $256K
63.9K $3.89M
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
5.38K
New
$230K - $254K
5.38K $327K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
4.96K
+ 52.18%
$212K - $234K
14.5K $879K
Jul 07, 2023 Q2 2023
Weitzel Financial Services, Inc.

BUY
 -
4.92K
+ 3.9%
$211K - $232K
131K $7.96M
Jul 31, 2023 Q2 2023
Wolf Group Capital Advisors

BUY
 -
4.6K
+ 6.16%
$197K - $217K
79.2K $4.82M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
4.48K
New
$192K - $211K
4.48K $272K
Aug 04, 2023 Q2 2023
Tru Wealth Advisors, LLC

BUY
 -
4.34K
New
$186K - $205K
4.34K $264K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
4.3K
+ 9.28%
$184K - $203K
50.6K $3.07M
Jul 31, 2023 Q2 2023
Dagco, Inc.

BUY
 -
4.16K
+ 34.65%
$178K - $197K
16.2K $983K
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
3.96K
+ 0.62%
$169K - $187K
639K $38.8M
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
3.87K
+ 1.7%
$166K - $183K
232K $14.1M
Aug 10, 2023 Q2 2023
Personal Cfo Solutions, LLC

BUY
 -
3.6K
+ 28.63%
$154K - $170K
16.2K $983K
Jul 13, 2023 Q2 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
3.42K
+ 1.98%
$147K - $162K
176K $10.7M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
3.39K
+ 16.73%
$145K - $160K
23.6K $1.44M
Aug 14, 2023 Q2 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
3.25K
+ 1.12%
$139K - $154K
293K $17.8M
Aug 11, 2023 Q2 2023
Tru Independence LLC

BUY
 -
3.17K
+ 6.64%
$136K - $150K
51K $3.1M

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