Purchases and Sales Made in Q1 2023 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-524- 5.05% |
$22.4K - $25.6K
|
9.84K
$588K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-524- 17.65% |
$22.4K - $25.6K
|
2.44K
$146K
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-532- 5.4% |
$22.7K - $26K
|
9.32K
$557K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-543- 3.44% |
$23.2K - $26.6K
|
15.2K
$910K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-598- 2.48% |
$25.5K - $29.3K
|
23.6K
$1.41M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-609- 0.87% |
$26K - $29.8K
|
69.3K
$4.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-616- 1.69% |
$26.3K - $30.1K
|
35.8K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-628- 2.8% |
$26.8K - $30.7K
|
21.8K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-695- 10.91% |
$29.6K - $34K
|
5.68K
$339K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-809- 8.89% |
$34.5K - $39.6K
|
8.29K
$495K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-811- 4.08% |
$34.6K - $39.7K
|
19K
$1.14M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-834Closed |
$35.6K - $40.8K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-836- 9.18% |
$35.7K - $40.9K
|
8.27K
$494K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-866- 0.66% |
$36.9K - $42.4K
|
131K
$7.81M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-888- 4.53% |
$37.9K - $43.4K
|
18.7K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-927- 2.36% |
$39.5K - $45.3K
|
38.4K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-928- 5.33% |
$39.6K - $45.4K
|
16.5K
$985K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-959- 5.95% |
$40.9K - $46.9K
|
15.2K
$906K
|
|
|
Apr 10, 2023
Q1 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-998- 7.35% |
$42.6K - $48.8K
|
12.6K
$751K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1K- 4.26% |
$42.8K - $49.1K
|
22.6K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.02K- 22.81% |
$43.3K - $49.7K
|
3.44K
$205K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.08K- 2.65% |
$46.1K - $52.9K
|
39.8K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.12K- 19.39% |
$47.7K - $54.7K
|
4.65K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.14K- 0.21% |
$48.6K - $55.7K
|
551K
$32.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1.15K- 6.19% |
$49.2K - $56.4K
|
17.5K
$1.04M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.24K- 1.97% |
$52.7K - $60.4K
|
61.3K
$3.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.26K- 4.55% |
$53.9K - $61.8K
|
26.5K
$1.58M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.27K- 2.03% |
$54K - $61.9K
|
61K
$3.64M
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.3K- 0.82% |
$55.5K - $63.7K
|
158K
$9.42M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.32K- 13.79% |
$56.1K - $64.4K
|
8.22K
$491K
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.33K- 12.02% |
$56.6K - $64.9K
|
9.71K
$580K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.39K- 0.37% |
$59.5K - $68.2K
|
371K
$22.1M
|
|
|
May 04, 2023
Q1 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-1.57K- 0.51% |
$66.9K - $76.7K
|
306K
$18.3M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.58K- 10.09% |
$67.4K - $77.3K
|
14.1K
$841K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.64K- 1.94% |
$70K - $80.3K
|
83.1K
$4.96M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.7K- 10.84% |
$72.5K - $83.2K
|
14K
$835K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.72K- 3.5% |
$73.5K - $84.3K
|
47.5K
$2.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-1.72K- 4.18% |
$73.5K - $84.3K
|
39.6K
$2.36M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.77K- 3.57% |
$75.7K - $86.8K
|
48K
$2.87M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.8K- 19.12% |
$76.6K - $87.9K
|
7.6K
$454K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.8K- 19.12% |
$76.6K - $87.9K
|
7.6K
$454K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.8K- 10.9% |
$76.9K - $88.2K
|
14.7K
$880K
|
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.82K- 1.42% |
$77.5K - $88.8K
|
126K
$7.53M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.87K- 12.48% |
$79.7K - $91.4K
|
13.1K
$782K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.91K- 27.42% |
$81.4K - $93.4K
|
5.05K
$302K
|
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-2K- 2.99% |
$85.2K - $97.7K
|
64.8K
$3.87M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.04K- 5.36% |
$86.9K - $99.7K
|
36K
$2.15M
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.04K- 1.33% |
$87K - $99.8K
|
151K
$9.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2.1K- 4.23% |
$89.7K - $103K
|
47.6K
$2.84M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-2.33K- 16.27% |
$99.6K - $114K
|
12K
$717K
|