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
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15KNew |
$642K - $709K
|
15K
$941K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14.4K+ 110.27% |
$619K - $682K
|
27.5K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
13.9KNew |
$597K - $659K
|
13.9K
$874K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
13.9KNew |
$595K - $656K
|
13.9K
$871K
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
11.6KNew |
$497K - $548K
|
11.6K
$728K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.1K+ 3.59% |
$474K - $523K
|
319K
$20M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.9K+ 20.65% |
$468K - $516K
|
63.8K
$4M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.5K+ 120.24% |
$450K - $497K
|
19.2K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.4K+ 1.66% |
$446K - $493K
|
637K
$39.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.93KNew |
$425K - $469K
|
9.93K
$623K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
9.65K+ 19.3% |
$413K - $456K
|
59.6K
$3.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.38KNew |
$402K - $443K
|
9.38K
$588K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9.06K+ 35.84% |
$388K - $428K
|
34.3K
$2.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8.92K+ 87.45% |
$382K - $421K
|
19.1K
$1.2M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8.57K+ 0.26% |
$367K - $405K
|
3.36M
$211M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.41K+ 17.14% |
$360K - $398K
|
57.5K
$3.61M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
8.2K+ 64.56% |
$351K - $387K
|
20.9K
$1.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.9K+ 29.78% |
$338K - $373K
|
34.4K
$2.16M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7.9K+ 2.42% |
$338K - $373K
|
334K
$20.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.87K+ 3.52% |
$337K - $372K
|
232K
$14.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.42K+ 4.63% |
$318K - $351K
|
168K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
7.21K+ 4.49% |
$309K - $341K
|
168K
$10.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.01K+ 220.79% |
$300K - $331K
|
10.2K
$639K
|
|
|
Aug 01, 2023
Q2 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
6.98K+ 2.28% |
$299K - $330K
|
313K
$19.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
6.87K+ 100.0% |
$294K - $325K
|
13.7K
$862K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.83K+ 6.47% |
$292K - $323K
|
112K
$7.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
6.67K+ 2.25% |
$286K - $315K
|
303K
$19M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.58K+ 138.54% |
$282K - $311K
|
11.3K
$711K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.55K+ 12.53% |
$280K - $309K
|
58.8K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.45K+ 7.07% |
$276K - $305K
|
97.6K
$6.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.32K+ 0.25% |
$271K - $299K
|
2.51M
$157M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
5.93KNew |
$254K - $280K
|
5.93K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.83K+ 10.62% |
$250K - $276K
|
60.8K
$3.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
5.56K+ 8.17% |
$238K - $263K
|
73.7K
$4.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.42K+ 9.27% |
$232K - $256K
|
63.9K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.38KNew |
$230K - $254K
|
5.38K
$337K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.96K+ 52.18% |
$212K - $234K
|
14.5K
$907K
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
4.92K+ 3.9% |
$211K - $232K
|
131K
$8.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.6K+ 6.16% |
$197K - $217K
|
79.2K
$4.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.48KNew |
$192K - $211K
|
4.48K
$281K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.34KNew |
$186K - $205K
|
4.34K
$272K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.3K+ 9.28% |
$184K - $203K
|
50.6K
$3.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
BUY
|
- |
4.16K+ 34.65% |
$178K - $197K
|
16.2K
$1.01M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.96K+ 0.62% |
$169K - $187K
|
639K
$40.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.87K+ 1.7% |
$166K - $183K
|
232K
$14.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.6K+ 28.63% |
$154K - $170K
|
16.2K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.42K+ 1.98% |
$147K - $162K
|
176K
$11M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.39K+ 16.73% |
$145K - $160K
|
23.6K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.25K+ 1.12% |
$139K - $154K
|
293K
$18.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
3.17K+ 6.64% |
$136K - $150K
|
51K
$3.2M
|