Purchases and Sales Made in Q4 2022 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 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
Feb 09, 2023 Q4 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
1.66K
+ 9.84%
$65.1K - $77.9K
18.5K $1.19M
Jan 20, 2023 Q4 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
1.55K
+ 21.59%
$61.1K - $73K
8.74K $560K
Jan 31, 2023 Q4 2022
Westside Investment Management, Inc.

BUY
 -
1.5K
+ 32.11%
$59K - $70.6K
6.17K $396K
Jan 12, 2023 Q4 2022
Clarus Wealth Advisors

BUY
 -
1.39K
+ 10.1%
$54.8K - $65.6K
15.2K $975K
Jan 23, 2023 Q4 2022
Alliance Wealth Advisors, LLC

BUY
 -
1.11K
+ 2.68%
$43.5K - $52K
42.4K $2.72M
Jan 12, 2023 Q4 2022
Worth Asset Management, LLC

BUY
 -
940
+ 1175.0%
$37K - $44.2K
1.02K $65.4K
Feb 22, 2023 Q4 2022
Kovack Advisors, Inc.

BUY
 -
932
+ 1.41%
$36.7K - $43.9K
67.2K $4.31M
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
916
+ 28.11%
$36K - $43.1K
4.18K $268K
Feb 13, 2023 Q4 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
885
+ 13.51%
$34.8K - $41.6K
7.44K $477K
Feb 14, 2023 Q4 2022
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
854
+ 9.26%
$33.6K - $40.2K
10.1K $646K
Dec 18, 2023 Q4 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
834
New
$32.8K - $39.2K
834 $53.5K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
800
+ 1.73%
$31.5K - $37.6K
47K $3.02M
Feb 01, 2023 Q4 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
737
+ 11.87%
$29K - $34.7K
6.95K $446K
Feb 13, 2023 Q4 2022
Forte Capital LLC

BUY
 -
703
+ 10.41%
$27.7K - $33.1K
7.46K $478K
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
678
+ 11.91%
$26.7K - $31.9K
6.37K $408K
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

BUY
 -
668
+ 1.79%
$26.3K - $31.4K
38K $2.44M
Jan 25, 2023 Q4 2022
Wespac Advisors So Cal, LLC

BUY
 -
643
+ 1.44%
$25.3K - $30.3K
45.3K $2.9M
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
629
+ 3.81%
$24.7K - $29.6K
17.1K $1.1M
Jan 20, 2023 Q4 2022
V Wealth Advisors LLC

BUY
 -
621
+ 6.37%
$24.4K - $29.2K
10.4K $665K
Feb 06, 2023 Q4 2022
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
500
New
$19.7K - $23.5K
500 $32.1K
Feb 13, 2023 Q4 2022
Paragon Private Wealth Management, LLC

BUY
 -
470
+ 3.0%
$18.5K - $22.1K
16.1K $1.03M
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
465
+ 0.68%
$18.3K - $21.9K
68.6K $4.4M
Jan 30, 2023 Q4 2022
Tru Independence LLC

BUY
 -
450
+ 3.45%
$17.7K - $21.2K
13.5K $864K
Feb 01, 2023 Q4 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
445
+ 1.52%
$17.5K - $20.9K
29.7K $1.91M
Feb 14, 2023 Q4 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
375
+ 5.33%
$14.8K - $17.6K
7.42K $476K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
374
New
$14.7K - $17.6K
374 $24K
Feb 10, 2023 Q4 2022
South State Corp

BUY
 -
336
New
$13.2K - $15.8K
336 $21.5K
Feb 14, 2023 Q4 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
335
+ 1.62%
$13.2K - $15.8K
21.1K $1.35M
Jan 31, 2023 Q4 2022
Wedbush Securities Inc

BUY
 -
327
+ 0.66%
$12.9K - $15.4K
49.8K $3.19M
Jan 11, 2023 Q4 2022
Sound Income Strategies, LLC

BUY
 -
326
New
$12.8K - $15.3K
326 $20.9K
Jan 19, 2023 Q4 2022
Arlington Partners LLC

BUY
 -
302
New
$11.9K - $14.2K
302 $19.4K
Feb 14, 2023 Q4 2022
Pacific Sun Financial Corp

BUY
 -
260
+ 3.87%
$10.2K - $12.2K
6.98K $447K
Feb 16, 2023 Q4 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
196
New
$7.71K - $9.22K
196 $12.6K
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

BUY
 -
193
+ 1.38%
$7.59K - $9.08K
14.1K $907K
Jan 30, 2023 Q4 2022
Simon Quick Advisors, LLC

BUY
 -
192
+ 0.86%
$7.55K - $9.04K
22.4K $1.44M
Aug 29, 2024 Q4 2022
Centennial Bank/Ar/

Conway, AR
BUY
 -
188
+ 6.27%
$7.4K - $8.85K
3.19K $204K
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
182
New
$7.16K - $8.56K
182 $11.7K
Jan 19, 2023 Q4 2022
S.C. Financial Services, Inc.

BUY
 -
146
+ 2.72%
$5.74K - $6.87K
5.51K $353K
Jan 26, 2023 Q4 2022
American Financial Advisors, LLC

BUY
 -
132
+ 0.46%
$5.19K - $6.21K
28.7K $1.84M
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
130
+ 9.05%
$5.11K - $6.12K
1.57K $100K
Feb 13, 2023 Q4 2022
Cibc World Market Inc.

Toronto, A6
BUY
 -
80
+ 1.26%
$3.15K - $3.76K
6.44K $413K
Jan 17, 2023 Q4 2022
Element Wealth, LLC

BUY
 -
71
+ 2.45%
$2.79K - $3.34K
2.97K $190K
Feb 09, 2023 Q4 2022
Hamilton Wealth, LLC

BUY
 -
50
+ 0.56%
$1.97K - $2.35K
9.05K $580K
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
44
New
$1.73K - $2.07K
44 $2.82K
Feb 14, 2023 Q4 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
16
+ 0.63%
$629 - $753
2.58K $165K
Feb 02, 2023 Q4 2022
Wealth Effects LLC

BUY
 -
13
+ 0.04%
$511 - $612
33.8K $2.17M
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

BUY
 -
9
+ 0.09%
$354 - $424
9.5K $609K
Feb 09, 2023 Q4 2022
Keystone Wealth Services, LLC

BUY
 -
7
+ 0.04%
$275 - $329
15.7K $1.01M
Feb 07, 2023 Q4 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
5
+ 0.52%
$197 - $235
965 $61.9K

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