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 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-9.13K- 58.34% |
$391K - $431K
|
6.52K
$396K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9.51K- 8.08% |
$407K - $449K
|
108K
$6.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-9.71K- 2.62% |
$416K - $459K
|
361K
$21.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-10.2K- 24.61% |
$438K - $484K
|
31.3K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.7K- 12.26% |
$460K - $507K
|
76.8K
$4.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.4K- 10.65% |
$490K - $541K
|
96K
$5.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-11.8K- 31.77% |
$504K - $556K
|
25.3K
$1.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-11.8K- 48.74% |
$507K - $559K
|
12.4K
$756K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-12.1K- 35.18% |
$516K - $570K
|
22.2K
$1.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-12.1K- 4.81% |
$517K - $570K
|
239K
$14.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.3K- 6.66% |
$569K - $627K
|
186K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-13.9K- 7.76% |
$594K - $656K
|
165K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.1K- 95.6% |
$604K - $666K
|
649
$39.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-14.1K- 22.61% |
$605K - $667K
|
48.3K
$2.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-14.7K- 56.23% |
$629K - $694K
|
11.4K
$695K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-15.1K- 3.7% |
$647K - $713K
|
393K
$23.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-15.2K- 3.1% |
$651K - $718K
|
475K
$28.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.8K- 32.02% |
$678K - $748K
|
33.6K
$2.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.6K- 9.15% |
$712K - $785K
|
165K
$10M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.2K- 29.63% |
$779K - $859K
|
43.2K
$2.62M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-21.8K- 6.66% |
$933K - $1.03M
|
305K
$18.5M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-22K- 93.51% |
$942K - $1.04M
|
1.53K
$92.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-26K- 14.83% |
$1.11M - $1.23M
|
149K
$9.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-26.2K- 71.0% |
$1.12M - $1.24M
|
10.7K
$650K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.2K- 3.98% |
$1.12M - $1.24M
|
632K
$38.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-28.1K- 27.95% |
$1.21M - $1.33M
|
72.6K
$4.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.6K- 3.21% |
$1.23M - $1.35M
|
864K
$52.5M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-40.1K- 9.48% |
$1.72M - $1.89M
|
382K
$23.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-44.8K- 3.87% |
$1.92M - $2.12M
|
1.11M
$67.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47.1K- 1.2% |
$2.02M - $2.22M
|
3.89M
$236M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-50.3K- 48.43% |
$2.16M - $2.38M
|
53.6K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-55.3K- 7.63% |
$2.37M - $2.62M
|
670K
$40.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-60.2K- 52.94% |
$2.58M - $2.84M
|
53.5K
$3.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-62K- 9.06% |
$2.66M - $2.93M
|
623K
$37.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-63.8K- 38.23% |
$2.73M - $3.01M
|
103K
$6.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-70.1K- 58.46% |
$3M - $3.31M
|
49.8K
$3.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-77.3K- 14.83% |
$3.31M - $3.65M
|
444K
$27M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-85.5K- 48.07% |
$3.66M - $4.04M
|
92.4K
$5.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-87.7K- 15.19% |
$3.76M - $4.14M
|
490K
$29.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-93.3K- 0.77% |
$4M - $4.41M
|
12M
$731M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-103K- 43.75% |
$4.42M - $4.88M
|
133K
$8.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-106K- 27.47% |
$4.55M - $5.02M
|
280K
$17M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-106K- 82.52% |
$4.55M - $5.02M
|
22.5K
$1.37M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-107K- 18.85% |
$4.59M - $5.06M
|
461K
$28M
|
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-126K- 39.54% |
$5.39M - $5.95M
|
193K
$11.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-133K- 45.73% |
$5.71M - $6.3M
|
158K
$9.62M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-143K- 40.02% |
$6.12M - $6.75M
|
214K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-156K- 4.06% |
$6.67M - $7.36M
|
3.68M
$224M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-250K- 34.59% |
$10.7M - $11.8M
|
472K
$28.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-260K- 57.86% |
$11.1M - $12.3M
|
189K
$11.5M
|