Purchases and Sales Made in Q3 2022 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
537KNew |
$20.9M - $24.9M
|
537K
$32.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
194K+ 177.77% |
$7.54M - $9M
|
303K
$18.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
175K+ 1223.02% |
$6.79M - $8.11M
|
189K
$11.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
164K+ 6.96% |
$6.36M - $7.59M
|
2.51M
$150M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
134K+ 4.88% |
$5.21M - $6.22M
|
2.88M
$172M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
118K+ 342.34% |
$4.57M - $5.46M
|
152K
$9.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
113K+ 1.2% |
$4.38M - $5.23M
|
9.52M
$568M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
98.4K+ 311.52% |
$3.83M - $4.57M
|
130K
$7.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
85.8K+ 17.34% |
$3.34M - $3.98M
|
581K
$34.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
85.3K+ 24.71% |
$3.32M - $3.96M
|
431K
$25.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
84.9KNew |
$3.3M - $3.94M
|
84.9K
$5.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
80.8K+ 10.19% |
$3.14M - $3.75M
|
873K
$52.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
80.2KNew |
$3.12M - $3.72M
|
80.2K
$4.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
70.6K+ 32.05% |
$2.75M - $3.28M
|
291K
$17.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
68.6K+ 4.03% |
$2.67M - $3.19M
|
1.77M
$106M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
67K+ 28.58% |
$2.61M - $3.11M
|
302K
$18M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
61.5K+ 8.08% |
$2.39M - $2.86M
|
823K
$49.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
61.3K+ 554.37% |
$2.38M - $2.84M
|
72.3K
$4.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
60.3K+ 6.89% |
$2.34M - $2.8M
|
936K
$55.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
54.7K+ 11.24% |
$2.13M - $2.54M
|
541K
$32.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
49.8K+ 4.58% |
$1.93M - $2.31M
|
1.14M
$67.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.2K+ 59.92% |
$1.87M - $2.24M
|
129K
$7.67M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.2K+ 59.92% |
$1.87M - $2.24M
|
129K
$7.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
44.9K+ 6.49% |
$1.74M - $2.08M
|
736K
$43.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
39.8K+ 51.28% |
$1.55M - $1.85M
|
118K
$7.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
38.5K+ 9.61% |
$1.5M - $1.79M
|
440K
$26.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
38.2K+ 7.01% |
$1.49M - $1.78M
|
584K
$34.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
36.4K+ 7.48% |
$1.42M - $1.69M
|
523K
$31.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
33.1K+ 6.38% |
$1.29M - $1.54M
|
552K
$33M
|
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
32.5K+ 7.56% |
$1.26M - $1.51M
|
462K
$27.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Concentrum Wealth Management
|
BUY
|
- |
31.7K+ 235.09% |
$1.23M - $1.47M
|
45.2K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.8K+ 143.01% |
$1.2M - $1.43M
|
52.4K
$3.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.8K+ 143.01% |
$1.2M - $1.43M
|
52.4K
$3.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
30.8K+ 419.8% |
$1.2M - $1.43M
|
38.1K
$2.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
30.3K+ 164.38% |
$1.18M - $1.41M
|
48.8K
$2.91M
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
29.9K+ 18.41% |
$1.16M - $1.39M
|
193K
$11.5M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
28.6KNew |
$1.11M - $1.33M
|
28.6K
$1.71M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
27.8KNew |
$1.08M - $1.29M
|
27.8K
$1.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26K+ 3.0% |
$1.01M - $1.21M
|
893K
$53.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25.6K+ 55.67% |
$994K - $1.19M
|
71.5K
$4.27M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
25.4K+ 6.75% |
$987K - $1.18M
|
402K
$24M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.2KNew |
$864K - $1.03M
|
22.2K
$1.33M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
21KNew |
$815K - $972K
|
21K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.9KNew |
$811K - $968K
|
20.9K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.7K+ 46.02% |
$806K - $962K
|
65.8K
$3.93M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.6KNew |
$761K - $909K
|
19.6K
$1.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17.9K+ 9.16% |
$695K - $830K
|
213K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
17.9KNew |
$694K - $829K
|
17.9K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.5K+ 10.87% |
$681K - $813K
|
179K
$10.7M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 8.08% |
$678K - $810K
|
233K
$13.9M
|