Purchases and Sales Made in Q4 2022 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
6.44K+ 3.15% |
$254K - $303K
|
211K
$13.5M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.25K+ 1.56% |
$246K - $294K
|
408K
$26.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
6.2KNew |
$244K - $292K
|
6.2K
$398K
|
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
6.17KNew |
$243K - $290K
|
6.17K
$395K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.14KNew |
$242K - $289K
|
6.14K
$394K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.77KNew |
$227K - $272K
|
5.77K
$370K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
5.7K+ 39.13% |
$224K - $268K
|
20.3K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.68K+ 67.94% |
$224K - $267K
|
14K
$901K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
5.54KNew |
$218K - $260K
|
5.54K
$355K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
5.42K+ 3.67% |
$213K - $255K
|
153K
$9.83M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
5.3K+ 11.71% |
$209K - $249K
|
50.6K
$3.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
5.17K+ 11.43% |
$203K - $243K
|
50.4K
$3.23M
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
5.11KNew |
$201K - $241K
|
5.11K
$328K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.01K+ 2.09% |
$197K - $236K
|
245K
$15.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5KNew |
$197K - $235K
|
5K
$321K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.92K+ 60.22% |
$193K - $231K
|
13.1K
$839K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.91K+ 11.18% |
$193K - $231K
|
48.8K
$3.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
4.83KNew |
$190K - $227K
|
4.83K
$310K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
4.71KNew |
$185K - $221K
|
4.71K
$302K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.7K+ 1.44% |
$185K - $221K
|
332K
$21.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4.69KNew |
$184K - $221K
|
4.69K
$301K
|
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.65K+ 1.53% |
$183K - $219K
|
308K
$19.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
4.47K+ 2.83% |
$176K - $210K
|
162K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.46K+ 15.84% |
$175K - $210K
|
32.6K
$2.09M
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.44K+ 5.77% |
$175K - $209K
|
81.4K
$5.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.02K+ 10.76% |
$158K - $189K
|
41.3K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.82K+ 7.78% |
$150K - $180K
|
52.9K
$3.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
3.64K+ 14.74% |
$143K - $171K
|
28.4K
$1.82M
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.56K+ 4.57% |
$140K - $168K
|
81.5K
$5.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
3.39K+ 17.76% |
$133K - $160K
|
22.5K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.24K+ 8.61% |
$127K - $152K
|
40.9K
$2.62M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.22K+ 6.57% |
$126K - $151K
|
52.2K
$3.35M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.19KNew |
$125K - $150K
|
3.19K
$204K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.15K+ 8.32% |
$124K - $148K
|
41K
$2.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.97K+ 1.79% |
$117K - $140K
|
169K
$10.8M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
2.93K+ 10.97% |
$115K - $138K
|
29.6K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
2.86K+ 40.97% |
$113K - $135K
|
9.86K
$632K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.76K+ 10.06% |
$109K - $130K
|
30.2K
$1.94M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.54K+ 10.42% |
$100K - $120K
|
27K
$1.73M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.53K+ 1.67% |
$99.6K - $119K
|
154K
$9.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.36K+ 43.11% |
$92.9K - $111K
|
7.84K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.31K+ 8.3% |
$90.8K - $109K
|
30.1K
$1.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.29K+ 2.8% |
$90.1K - $108K
|
84.1K
$5.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.22K+ 19.34% |
$87.2K - $104K
|
13.7K
$877K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.08K+ 5.8% |
$81.9K - $98K
|
38K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
2K+ 5.26% |
$78.8K - $94.3K
|
40.1K
$2.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.93K+ 7.95% |
$76.1K - $91K
|
26.3K
$1.68M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.82KNew |
$71.6K - $85.6K
|
1.82K
$117K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.74K+ 23.72% |
$68.6K - $82.1K
|
9.1K
$583K
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
1.74K+ 10.32% |
$68.3K - $81.6K
|
18.5K
$1.19M
|