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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.01K- 6.03% |
$39.6K - $47.4K
|
15.7K
$999K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 6.28% |
$41.3K - $49.4K
|
15.7K
$998K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.07K- 0.78% |
$42.1K - $50.4K
|
136K
$8.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.12K- 7.82% |
$43.9K - $52.5K
|
13.2K
$838K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.14K- 31.66% |
$45K - $53.8K
|
2.47K
$157K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.19K- 16.77% |
$46.6K - $55.8K
|
5.88K
$375K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.28K- 5.87% |
$50.5K - $60.4K
|
20.6K
$1.31M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.32K- 2.07% |
$51.9K - $62.1K
|
62.6K
$3.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.32K- 5.18% |
$51.9K - $62.1K
|
24.2K
$1.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.56K- 15.12% |
$61.4K - $73.5K
|
8.77K
$559K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.58K- 17.78% |
$62.2K - $74.4K
|
7.31K
$466K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.58K- 3.87% |
$62.2K - $74.4K
|
39.3K
$2.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.59K- 1.19% |
$62.6K - $74.9K
|
132K
$8.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.64K- 5.51% |
$64.5K - $77.1K
|
28.1K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.81K- 3.18% |
$71.2K - $85.2K
|
55.1K
$3.51M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.88K- 2.86% |
$73.9K - $88.4K
|
63.9K
$4.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.94K- 6.63% |
$76.4K - $91.4K
|
27.3K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.98K- 1.85% |
$77.9K - $93.1K
|
105K
$6.69M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.01K- 45.38% |
$79.2K - $94.7K
|
2.42K
$154K
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.03K- 23.74% |
$79.9K - $95.6K
|
6.53K
$416K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.11K- 5.51% |
$82.9K - $99.2K
|
36.2K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.19K- 6.88% |
$86.1K - $103K
|
29.6K
$1.89M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.2K- 1.19% |
$86.4K - $103K
|
183K
$11.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.24K- 1.39% |
$88.1K - $105K
|
159K
$10.1M
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.29K- 7.81% |
$90.1K - $108K
|
27.1K
$1.72M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.32K- 1.5% |
$91.3K - $109K
|
152K
$9.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.35K- 14.74% |
$92.3K - $110K
|
13.6K
$865K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-2.43K- 5.17% |
$95.5K - $114K
|
44.5K
$2.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.5K- 9.17% |
$98.2K - $118K
|
24.7K
$1.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-2.74K- 20.63% |
$108K - $129K
|
10.5K
$670K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.16K- 2.02% |
$124K - $149K
|
153K
$9.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.21K- 0.89% |
$126K - $151K
|
358K
$22.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.39K- 10.71% |
$133K - $160K
|
28.3K
$1.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.4K- 32.94% |
$134K - $160K
|
6.93K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.51K- 15.18% |
$138K - $165K
|
19.6K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-3.56K- 9.34% |
$140K - $167K
|
34.5K
$2.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-3.7K- 1.82% |
$145K - $174K
|
199K
$12.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.83K- 17.08% |
$151K - $180K
|
18.6K
$1.18M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.85K- 5.22% |
$151K - $181K
|
69.9K
$4.45M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-3.9K- 8.63% |
$153K - $184K
|
41.3K
$2.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.03K- 4.32% |
$158K - $190K
|
89.2K
$5.68M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.09K- 15.84% |
$161K - $193K
|
21.7K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.14K- 23.71% |
$163K - $195K
|
13.3K
$850K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-4.27K- 26.61% |
$168K - $201K
|
11.8K
$751K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.42K- 6.62% |
$174K - $208K
|
62.3K
$3.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.73K- 47.38% |
$186K - $222K
|
5.25K
$335K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-4.89K- 1.22% |
$192K - $230K
|
397K
$25.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.99K- 41.02% |
$196K - $235K
|
7.18K
$457K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.16K- 18.38% |
$203K - $243K
|
22.9K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.24K- 1.56% |
$206K - $247K
|
331K
$21.1M
|