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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.22K- 13.28% |
$95.1K - $105K
|
14.5K
$881K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.47K- 1.46% |
$106K - $116K
|
167K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-2.5K- 0.85% |
$107K - $118K
|
292K
$17.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.62K- 14.91% |
$112K - $124K
|
14.9K
$907K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.65K- 12.83% |
$113K - $125K
|
18K
$1.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.7K- 6.04% |
$116K - $128K
|
42K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.83K- 20.09% |
$121K - $134K
|
11.3K
$684K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.86K- 10.74% |
$123K - $135K
|
23.8K
$1.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.91K- 6.32% |
$125K - $138K
|
43.1K
$2.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.92K- 9.57% |
$125K - $138K
|
27.5K
$1.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-2.97K- 0.72% |
$127K - $140K
|
411K
$25M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.06K- 1.9% |
$131K - $145K
|
158K
$9.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.11K- 14.98% |
$133K - $147K
|
17.6K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.17K- 16.77% |
$136K - $150K
|
15.7K
$956K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.48K- 37.55% |
$149K - $164K
|
5.78K
$351K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-3.51K- 1.47% |
$150K - $166K
|
236K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.62K- 15.95% |
$155K - $171K
|
19.1K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.69K- 0.2% |
$158K - $174K
|
1.85M
$112M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-3.73K- 19.59% |
$160K - $176K
|
15.3K
$931K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.76K- 17.62% |
$161K - $178K
|
17.6K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.96K- 7.01% |
$170K - $187K
|
52.6K
$3.2M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.96K- 16.03% |
$170K - $187K
|
20.8K
$1.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.28K- 9.01% |
$183K - $202K
|
43.2K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.58K- 2.55% |
$196K - $217K
|
176K
$10.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-4.7K- 25.37% |
$201K - $222K
|
13.8K
$841K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.73K- 7.74% |
$202K - $223K
|
56.3K
$3.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.96K- 14.27% |
$212K - $234K
|
29.8K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.12K- 72.68% |
$219K - $242K
|
1.93K
$117K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-5.25K- 3.33% |
$225K - $248K
|
152K
$9.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-5.3K- 11.04% |
$227K - $250K
|
42.7K
$2.59M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-5.39K- 30.86% |
$231K - $255K
|
12.1K
$734K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.46K- 23.91% |
$234K - $258K
|
17.4K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.6K- 24.51% |
$240K - $265K
|
17.2K
$1.05M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.12K- 4.12% |
$262K - $289K
|
142K
$8.66M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-6.4K- 13.44% |
$274K - $302K
|
41.2K
$2.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-6.52K- 5.44% |
$279K - $308K
|
113K
$6.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-6.65K- 6.41% |
$285K - $314K
|
97.1K
$5.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.71K- 6.86% |
$287K - $317K
|
91.1K
$5.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-6.72K- 11.2% |
$288K - $318K
|
53.3K
$3.24M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.26K- 10.41% |
$311K - $343K
|
62.5K
$3.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.26K- 10.41% |
$311K - $343K
|
62.5K
$3.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-7.92K- 5.25% |
$339K - $374K
|
143K
$8.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-7.96K- 17.62% |
$341K - $376K
|
37.2K
$2.26M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-8.06K- 29.2% |
$345K - $381K
|
19.5K
$1.19M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8.22KClosed |
$352K - $389K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.48K- 8.24% |
$363K - $401K
|
94.4K
$5.74M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-8.66K- 4.74% |
$371K - $409K
|
174K
$10.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-8.69K- 11.12% |
$372K - $411K
|
69.5K
$4.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-8.74K- 4.02% |
$374K - $413K
|
208K
$12.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-9.05K- 10.6% |
$388K - $428K
|
76.4K
$4.64M
|