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 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
809
+ 3.39%
$34.6K - $38.2K
24.7K $1.55M
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
775
+ 0.71%
$33.2K - $36.6K
111K $6.94M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
758
+ 0.08%
$32.5K - $35.8K
950K $59.6M
Jul 24, 2023 Q2 2023
Ellsworth Advisors, LLC

BUY
 -
731
+ 5.22%
$31.3K - $34.5K
14.7K $925K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
728
+ 3.11%
$31.2K - $34.4K
24.2K $1.52M
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
677
+ 4.43%
$29K - $32K
16K $1M
Jul 13, 2023 Q2 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
651
+ 2.88%
$27.9K - $30.8K
23.2K $1.46M
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
600
+ 638.3%
$25.7K - $28.4K
694 $43.5K
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
600
+ 342.86%
$25.7K - $28.4K
775 $48.6K
Jul 13, 2023 Q2 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
592
+ 2.1%
$25.4K - $28K
28.7K $1.8M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
572
+ 0.71%
$24.5K - $27K
80.9K $5.07M
Jul 25, 2023 Q2 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
516
New
$22.1K - $24.4K
516 $32.4K
Jul 24, 2023 Q2 2023
Alliance Wealth Advisors, LLC

BUY
 -
490
+ 1.13%
$21K - $23.2K
43.8K $2.75M
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
471
+ 0.91%
$20.2K - $22.3K
52.3K $3.28M
Aug 03, 2023 Q2 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
442
+ 3.19%
$18.9K - $20.9K
14.3K $898K
Jul 25, 2023 Q2 2023
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
418
+ 1.69%
$17.9K - $19.8K
25.2K $1.58M
Aug 10, 2023 Q2 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
400
+ 0.42%
$17.1K - $18.9K
95.2K $5.97M
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
352
+ 6.2%
$15.1K - $16.6K
6.03K $378K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
345
+ 8.09%
$14.8K - $16.3K
4.61K $289K
Jul 18, 2023 Q2 2023
Wealth Effects LLC

BUY
 -
335
+ 1.0%
$14.3K - $15.8K
33.7K $2.12M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
282
New
$12.1K - $13.3K
282 $17.7K
Jul 19, 2023 Q2 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
263
+ 3.47%
$11.3K - $12.4K
7.85K $492K
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
250
+ 10.23%
$10.7K - $11.8K
2.69K $169K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
227
+ 8.81%
$9.72K - $10.7K
2.8K $176K
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
204
+ 2.07%
$8.74K - $9.64K
10K $630K
Jul 21, 2023 Q2 2023
Kovack Advisors, Inc.

BUY
 -
201
+ 0.3%
$8.61K - $9.5K
68.2K $4.28M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
182
New
$7.8K - $8.6K
182 $11.4K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
182
New
$7.8K - $8.6K
182 $11.4K
Jul 21, 2023 Q2 2023
First Command Advisory Services, Inc.

BUY
 -
163
New
$6.98K - $7.7K
163 $10.2K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
161
New
$6.9K - $7.61K
161 $10.1K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
158
+ 9.87%
$6.77K - $7.47K
1.76K $110K
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
156
+ 3.3%
$6.68K - $7.37K
4.88K $306K
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
155
+ 2.13%
$6.64K - $7.32K
7.43K $466K
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
140
+ 0.64%
$6K - $6.62K
22K $1.38M
Jun 28, 2024 Q2 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
122
New
$5.23K - $5.76K
122 $7.65K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
115
+ 13.47%
$4.93K - $5.43K
969 $60.8K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
114
New
$4.88K - $5.39K
114 $7.15K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
110
+ 6.88%
$4.71K - $5.2K
1.71K $107K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
100
+ 50.0%
$4.28K - $4.73K
300 $18.8K
Jul 27, 2023 Q2 2023
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
91
+ 1.65%
$3.9K - $4.3K
5.59K $351K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
85
+ 0.53%
$3.64K - $4.02K
16.1K $1.01M
Jul 11, 2023 Q2 2023
Pacific Sun Financial Corp

BUY
 -
50
+ 0.72%
$2.14K - $2.36K
7.03K $441K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
34
+ 1.36%
$1.46K - $1.61K
2.54K $159K
Jul 28, 2023 Q2 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
31
+ 0.55%
$1.33K - $1.46K
5.71K $358K
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
28
+ 0.5%
$1.2K - $1.32K
5.67K $356K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
23
+ 0.66%
$985 - $1.09K
3.52K $221K
Jul 18, 2023 Q2 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
13
+ 0.19%
$557 - $614
6.82K $428K
Sep 12, 2023 Q2 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
11
+ 0.16%
$471 - $520
6.98K $438K
Aug 14, 2023 Q2 2023
Aft, Forsyth & Company, Inc.

BUY
 -
4
+ 0.09%
$171 - $189
4.7K $295K

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