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 04, 2023 Q2 2023
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
2
+ 0.03%
$85.7 - $94.5
5.82K $354K
Aug 07, 2023 Q2 2023
Capital Square, LLC

BUY
 -
2
+ 0.04%
$85.7 - $94.5
5.58K $339K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
1
+ 0.07%
$42.8 - $47.3
1.48K $90K
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

BUY
 -
0
New
$0 - $0
0 $0
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
0
New
$0 - $0
0 $0
Aug 04, 2023 Q2 2023
Stegent Equity Advisors, Inc.

Houston, TX
SELL
 -
-15
- 0.1%
$642 - $709
15.2K $925K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

SELL
 -
-16
- 0.04%
$685 - $756
39.1K $2.38M
Aug 14, 2023 Q2 2023
Castleview Partners, LLC

Dallas, TX
SELL
 -
-17
- 0.23%
$728 - $803
7.22K $439K
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-18
- 0.53%
$771 - $851
3.36K $204K
Aug 01, 2023 Q2 2023
Pitti Group Wealth Management, LLC

SELL
 -
-22
- 0.08%
$942 - $1.04K
28.3K $1.72M
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-35
- 0.11%
$1.5K - $1.65K
32.6K $1.98M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-42
- 0.09%
$1.8K - $1.98K
46K $2.79M
Jul 31, 2023 Q2 2023
Principle Wealth Partners LLC

SELL
 -
-43
- 0.56%
$1.84K - $2.03K
7.61K $463K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-45
- 0.58%
$1.93K - $2.13K
7.68K $467K
Jul 20, 2023 Q2 2023
Beacon Financial Group

SELL
 -
-46
- 0.04%
$1.97K - $2.17K
105K $6.39M
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-48
- 5.04%
$2.06K - $2.27K
905 $55K
Aug 03, 2023 Q2 2023
Paragon Private Wealth Management, LLC

SELL
 -
-50
- 0.33%
$2.14K - $2.36K
15.1K $919K
Jul 20, 2023 Q2 2023
Inspirion Wealth Advisors, LLC

SELL
 -
-50
- 1.12%
$2.14K - $2.36K
4.41K $268K
Jul 19, 2023 Q2 2023
Kennedy Investment Group

West Depford, NJ
SELL
 -
-56
- 1.15%
$2.4K - $2.65K
4.82K $293K
Jul 24, 2023 Q2 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
SELL
 -
-59
- 0.19%
$2.53K - $2.79K
30.7K $1.86M
Jul 24, 2023 Q2 2023
Accel Wealth Management

SELL
 -
-62
- 0.16%
$2.66K - $2.93K
39.5K $2.4M
Jul 27, 2023 Q2 2023
Laraway Financial Advisors Inc

Saint Cloud, MN
SELL
 -
-103
- 2.04%
$4.41K - $4.87K
4.95K $301K
Jan 02, 2024 Q2 2023
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-106
- 1.43%
$4.54K - $5.01K
7.3K $444K
Jul 13, 2023 Q2 2023
Hfg Advisors, Inc.

SELL
 -
-106
- 0.13%
$4.54K - $5.01K
82.9K $5.04M
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-110
Closed
$4.71K - $5.2K
0 $0
Jul 21, 2023 Q2 2023
Mainsail Financial Group, LLC

Bellevue, WA
SELL
 -
-129
- 0.2%
$5.53K - $6.1K
64.7K $3.93M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-132
- 0.55%
$5.65K - $6.24K
23.7K $1.44M
Jul 20, 2023 Q2 2023
Keystone Wealth Services, LLC

SELL
 -
-136
- 1.18%
$5.82K - $6.43K
11.4K $691K
Jul 17, 2023 Q2 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
SELL
 -
-142
- 0.92%
$6.08K - $6.71K
15.2K $925K
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-149
- 1.17%
$6.38K - $7.04K
12.6K $764K
Jul 14, 2023 Q2 2023
Sfg Wealth Management, Llc.

SELL
 -
-164
- 1.92%
$7.02K - $7.75K
8.39K $510K
Jul 17, 2023 Q2 2023
Kaydan Wealth Management, Inc.

Fenton, MI
SELL
 -
-175
- 0.94%
$7.5K - $8.27K
18.5K $1.13M
Aug 28, 2024 Q2 2023
Centennial Bank/Ar/

Conway, AR
SELL
 -
-187
- 5.87%
$8.01K - $8.84K
3K $182K
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-189
- 0.65%
$8.09K - $8.93K
29.1K $1.77M
Aug 11, 2023 Q2 2023
Fsb Premier Wealth Management, Inc.

SELL
 -
-201
- 0.67%
$8.61K - $9.5K
29.9K $1.82M
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

SELL
 -
-203
- 0.57%
$8.69K - $9.59K
35.6K $2.16M
Aug 02, 2023 Q2 2023
Columbia Advisory Partners LLC

SELL
 -
-225
- 2.9%
$9.64K - $10.6K
7.53K $458K
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-240
- 0.56%
$10.3K - $11.3K
42.6K $2.59M
Aug 14, 2023 Q2 2023
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-254
- 1.86%
$10.9K - $12K
13.4K $814K
Jul 26, 2023 Q2 2023
Aspire Capital Advisors LLC

Seattle, WA
SELL
 -
-260
- 0.2%
$11.1K - $12.3K
127K $7.7M
Jul 20, 2023 Q2 2023
Pcg Wealth Advisors, LLC

SELL
 -
-261
- 1.43%
$11.2K - $12.3K
18K $1.09M
Jul 13, 2023 Q2 2023
City Holding CO

SELL
 -
-270
- 0.84%
$11.6K - $12.8K
31.7K $1.93M
Aug 14, 2023 Q2 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
SELL
 -
-292
- 1.77%
$12.5K - $13.8K
16.2K $985K
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-315
- 0.81%
$13.5K - $14.9K
38.7K $2.35M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-329
- 2.92%
$14.1K - $15.5K
10.9K $664K
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-376
- 8.12%
$16.1K - $17.8K
4.26K $259K
Aug 02, 2023 Q2 2023
Mai Capital Management

SELL
 -
-377
- 2.64%
$16.1K - $17.8K
13.9K $845K
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-397
- 12.98%
$17K - $18.8K
2.66K $162K
Jul 10, 2023 Q2 2023
Clarus Wealth Advisors

SELL
 -
-399
- 2.53%
$17.1K - $18.9K
15.4K $933K

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