Purchases and Sales Made in Q3 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 Q3 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
Nov 02, 2023 Q3 2023
Gables Capital Management Inc.

BUY
 -
300
New
$13.7K - $14.9K
300 $18K
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
282
New
$12.9K - $14K
282 $16.9K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
273
+ 0.88%
$12.4K - $13.5K
31.1K $1.87M
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
255
New
$11.6K - $12.6K
255 $15.3K
Nov 02, 2023 Q3 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
249
+ 0.36%
$11.3K - $12.3K
69.7K $4.18M
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
224
New
$10.2K - $11.1K
224 $13.4K
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
204
+ 1.24%
$9.3K - $10.1K
16.6K $1M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
184
+ 7.25%
$8.39K - $9.12K
2.72K $163K
Jan 02, 2024 Q3 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
181
+ 2.48%
$8.25K - $8.97K
7.48K $449K
Oct 17, 2023 Q3 2023
Purus Wealth Management, LLC

BUY
 -
159
+ 0.3%
$7.25K - $7.88K
53.5K $3.21M
Oct 18, 2023 Q3 2023
Aurora Private Wealth, Inc.

BUY
 -
111
+ 0.62%
$5.06K - $5.5K
18K $1.08M
Oct 24, 2023 Q3 2023
Simon Quick Advisors, LLC

BUY
 -
108
+ 0.49%
$4.92K - $5.35K
22.1K $1.32M
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
103
+ 1.52%
$4.69K - $5.11K
6.87K $413K
Nov 09, 2023 Q3 2023
Waterfront Wealth Inc.

BUY
 -
100
+ 0.69%
$4.56K - $4.96K
14.6K $876K
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

BUY
 -
98
+ 2.01%
$4.47K - $4.86K
4.98K $299K
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

BUY
 -
94
+ 1.8%
$4.28K - $4.66K
5.33K $320K
Nov 06, 2023 Q3 2023
Flynn Zito Capital Management, LLC

BUY
 -
61
+ 0.49%
$2.78K - $3.02K
12.6K $757K
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
45
New
$2.05K - $2.23K
45 $2.7K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
29
+ 0.05%
$1.32K - $1.44K
58.8K $3.53M
Nov 02, 2023 Q3 2023
Steel Peak Wealth Management LLC

BUY
 -
18
+ 0.05%
$820 - $892
36.4K $2.18M
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
18
+ 0.3%
$820 - $892
6.05K $363K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
11
+ 0.63%
$501 - $545
1.77K $106K
Oct 16, 2023 Q3 2023
Wealth Effects LLC

BUY
 -
10
+ 0.03%
$456 - $496
33.7K $2.03M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
10
+ 0.28%
$456 - $496
3.53K $212K
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
9
+ 0.32%
$410 - $446
2.81K $169K
Oct 12, 2023 Q3 2023
Mayflower Financial Advisors, LLC

BUY
 -
7
+ 0.04%
$319 - $347
20K $1.2M
Nov 07, 2023 Q3 2023
Aft, Forsyth & Company, Inc.

BUY
 -
6
+ 0.13%
$273 - $297
4.71K $283K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
4
+ 0.44%
$182 - $198
909 $54.6K
Oct 19, 2023 Q3 2023
Accel Wealth Management

BUY
 -
4
+ 0.01%
$182 - $198
39.5K $2.37M
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

BUY
 -
2
+ 0.01%
$91.2 - $99.2
18K $1.08M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
2
+ 0.01%
$91.2 - $99.2
14.5K $868K
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
2
+ 0.05%
$91.2 - $99.2
4.03K $242K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
1
+ 0.04%
$45.6 - $49.6
2.7K $162K
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
1
New
$45.6 - $49.6
1 $60
Oct 24, 2023 Q3 2023
Stegent Equity Advisors, Inc.

Houston, TX
SELL
 -
-8
- 0.05%
$365 - $397
15.2K $913K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-24
- 0.42%
$1.09K - $1.19K
5.68K $341K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
SELL
 -
-25
- 0.44%
$1.14K - $1.24K
5.65K $339K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-28
- 0.1%
$1.28K - $1.39K
29.1K $1.75M
Nov 15, 2023 Q3 2023
Owen La Rue, LLC

Elizabethtown, KY
SELL
 -
-28
- 0.3%
$1.28K - $1.39K
9.18K $551K
Oct 25, 2023 Q3 2023
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-59
- 0.87%
$2.69K - $2.93K
6.76K $406K
Oct 19, 2023 Q3 2023
Gds Wealth Management

SELL
 -
-60
- 1.3%
$2.73K - $2.97K
4.57K $275K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

SELL
 -
-60
- 32.97%
$2.73K - $2.97K
122 $7.32K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

SELL
 -
-60
- 32.97%
$2.73K - $2.97K
122 $7.32K
Nov 14, 2023 Q3 2023
Bleakley Financial Group, LLC

Fairfield, NJ
SELL
 -
-86
- 1.6%
$3.92K - $4.26K
5.29K $318K
Nov 14, 2023 Q3 2023
Insigneo Advisory Services, LLC

Miami, FL
SELL
 -
-93
- 0.34%
$4.24K - $4.61K
27.4K $1.65M
Nov 08, 2023 Q3 2023
Wealth Trust Asset Management, LLC

Destin, FL
SELL
 -
-98
- 1.68%
$4.47K - $4.86K
5.73K $344K
Nov 13, 2023 Q3 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-119
- 0.78%
$5.42K - $5.9K
15.2K $912K
Oct 23, 2023 Q3 2023
Wealth Advisors, Inc.

SELL
 -
-132
- 0.27%
$6.02K - $6.54K
48.2K $2.89M
Oct 25, 2023 Q3 2023
Kennedy Investment Group

West Depford, NJ
SELL
 -
-138
- 2.86%
$6.29K - $6.84K
4.68K $281K

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