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 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-478- 6.6% |
$20.5K - $22.6K
|
6.76K
$411K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-481- 3.24% |
$20.6K - $22.7K
|
14.4K
$874K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-496- 56.05% |
$21.2K - $23.4K
|
389
$23.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-545- 0.53% |
$23.3K - $25.8K
|
102K
$6.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-602- 0.27% |
$25.8K - $28.4K
|
225K
$13.7M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-626- 6.38% |
$26.8K - $29.6K
|
9.19K
$559K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-632- 1.76% |
$27.1K - $29.9K
|
35.3K
$2.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-641- 9.52% |
$27.5K - $30.3K
|
6.09K
$370K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-644- 0.78% |
$27.6K - $30.4K
|
82.4K
$5.01M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-653- 1.16% |
$28K - $30.9K
|
55.5K
$3.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-679- 2.88% |
$29.1K - $32.1K
|
22.9K
$1.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-685- 4.9% |
$29.3K - $32.4K
|
13.3K
$808K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-696- 1.81% |
$29.8K - $32.9K
|
37.7K
$2.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-702- 0.46% |
$30.1K - $33.2K
|
152K
$9.24M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-743- 2.98% |
$31.8K - $35.1K
|
24.2K
$1.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-760- 8.84% |
$32.6K - $35.9K
|
7.84K
$476K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-773- 8.29% |
$33.1K - $36.5K
|
8.55K
$520K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-807- 1.12% |
$34.6K - $38.1K
|
71.4K
$4.34M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-824- 15.1% |
$35.3K - $38.9K
|
4.63K
$282K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-828- 10.9% |
$35.5K - $39.1K
|
6.77K
$412K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-828- 10.9% |
$35.5K - $39.1K
|
6.77K
$412K
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-840- 6.54% |
$36K - $39.7K
|
12K
$729K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-889- 3.97% |
$38.1K - $42K
|
21.5K
$1.31M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-889- 3.97% |
$38.1K - $42K
|
21.5K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-910- 4.92% |
$39K - $43K
|
17.6K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-933- 0.5% |
$40K - $44.1K
|
186K
$11.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-946- 2.37% |
$40.5K - $44.7K
|
39K
$2.37M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-961- 2.09% |
$41.2K - $45.4K
|
45K
$2.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1K- 4.77% |
$42.8K - $47.3K
|
20K
$1.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.08K- 21.16% |
$46.3K - $51.1K
|
4.03K
$245K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.12K- 5.24% |
$47.8K - $52.7K
|
20.2K
$1.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.13K- 51.27% |
$48.3K - $53.3K
|
1.07K
$65.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.15K- 2.72% |
$49.2K - $54.3K
|
41.2K
$2.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.15K- 13.23% |
$49.3K - $54.3K
|
7.54K
$458K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.24K- 6.51% |
$53.2K - $58.7K
|
17.8K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.27K- 3.36% |
$54.3K - $59.9K
|
36.5K
$2.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.29K- 0.28% |
$55.2K - $60.9K
|
462K
$28.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.35K- 4.4% |
$57.8K - $63.7K
|
29.3K
$1.78M
|
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-1.35K- 10.73% |
$57.8K - $63.8K
|
11.2K
$683K
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.36K- 18.06% |
$58K - $64K
|
6.15K
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.44K- 1.85% |
$61.5K - $67.8K
|
76.2K
$4.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.56K- 7.82% |
$66.8K - $73.7K
|
18.4K
$1.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.65K- 5.43% |
$70.5K - $77.8K
|
28.7K
$1.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 2.4% |
$71.3K - $78.6K
|
67.6K
$4.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.67K- 11.76% |
$71.7K - $79K
|
12.6K
$763K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.9K- 2.8% |
$81.4K - $89.8K
|
65.9K
$4M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-2K- 3.53% |
$85.7K - $94.5K
|
54.6K
$3.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.12K- 25.59% |
$90.8K - $100K
|
6.17K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.15K- 0.39% |
$92K - $102K
|
549K
$33.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.18K- 50.15% |
$93.2K - $103K
|
2.16K
$131K
|