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 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.16K+ 2.44% |
$135K - $149K
|
133K
$8.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.05K+ 0.69% |
$131K - $144K
|
445K
$27.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.01K+ 48.47% |
$129K - $142K
|
9.21K
$578K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3K+ 7.54% |
$128K - $142K
|
42.8K
$2.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.98K+ 23.05% |
$128K - $141K
|
15.9K
$997K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.87K+ 2.17% |
$123K - $136K
|
135K
$8.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
2.86K+ 3.58% |
$123K - $135K
|
82.7K
$5.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.82K+ 8.4% |
$121K - $133K
|
36.4K
$2.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.7K+ 1.17% |
$116K - $127K
|
233K
$14.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.67K+ 2.33% |
$114K - $126K
|
117K
$7.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.58K+ 1.53% |
$110K - $122K
|
171K
$10.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.5KNew |
$107K - $118K
|
2.5K
$157K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.44K+ 26.5% |
$105K - $115K
|
11.7K
$731K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.44K+ 1.86% |
$104K - $115K
|
133K
$8.36M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.29KNew |
$98.2K - $108K
|
2.29K
$144K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.28K+ 3.91% |
$97.8K - $108K
|
60.7K
$3.81M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.22K+ 2.81% |
$95K - $105K
|
81.1K
$5.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.15K+ 20.89% |
$91.9K - $101K
|
12.4K
$779K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2KNew |
$85.7K - $94.5K
|
2K
$125K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.77K+ 0.43% |
$75.7K - $83.5K
|
412K
$25.9M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.73K+ 20.69% |
$74.2K - $81.9K
|
10.1K
$634K
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
1.73K+ 7.28% |
$74.2K - $81.8K
|
25.5K
$1.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.73K+ 2.1% |
$74.1K - $81.7K
|
83.9K
$5.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.73K+ 7.16% |
$74K - $81.6K
|
25.8K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.71K+ 0.61% |
$73.3K - $80.9K
|
281K
$17.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.71K+ 0.17% |
$73.1K - $80.6K
|
985K
$61.8M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.7K+ 5.11% |
$72.9K - $80.4K
|
35K
$2.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.67K+ 2.83% |
$71.6K - $79K
|
60.6K
$3.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.66K+ 1.03% |
$71.2K - $78.5K
|
164K
$10.3M
|
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.64K+ 1.69% |
$70.3K - $77.5K
|
98.8K
$6.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.58KNew |
$67.8K - $74.7K
|
1.58K
$99.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.56K+ 5.3% |
$66.6K - $73.5K
|
30.9K
$1.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.48K+ 1.75% |
$63.3K - $69.8K
|
86.1K
$5.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.47K+ 6.36% |
$63K - $69.5K
|
24.6K
$1.54M
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
1.38K+ 20.01% |
$58.9K - $65K
|
8.25K
$517K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.35K+ 2.95% |
$57.9K - $63.9K
|
47.1K
$2.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.34K+ 0.05% |
$57.5K - $63.4K
|
2.68M
$168M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.33K+ 18.7% |
$56.8K - $62.7K
|
8.42K
$528K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.3K+ 1.2% |
$55.6K - $61.4K
|
110K
$6.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.28K+ 16.44% |
$54.8K - $60.5K
|
9.07K
$569K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.28K+ 4.17% |
$54.7K - $60.3K
|
31.9K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.21K+ 0.78% |
$51.8K - $57.2K
|
156K
$9.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.17K+ 7.64% |
$50K - $55.1K
|
16.4K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.14K+ 11.12% |
$49K - $54K
|
11.4K
$717K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.12K+ 1.65% |
$47.8K - $52.7K
|
68.6K
$4.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.1KNew |
$47K - $51.8K
|
1.1K
$68.8K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 3.57% |
$44.4K - $49K
|
30.1K
$1.89M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.02K+ 5.34% |
$43.7K - $48.2K
|
20.1K
$1.26M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
991New |
$42.4K - $46.8K
|
991
$62.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
924+ 1.62% |
$39.6K - $43.7K
|
57.9K
$3.63M
|