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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.3K+ 14.37% |
$672K - $802K
|
137K
$8.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17K+ 84.0% |
$662K - $791K
|
37.3K
$2.23M
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
BUY
|
- |
16.5K+ 5.59% |
$640K - $764K
|
311K
$18.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
16.2K+ 14.25% |
$632K - $754K
|
130K
$7.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
16.1KNew |
$624K - $746K
|
16.1K
$959K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.4K+ 13.76% |
$601K - $717K
|
128K
$7.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15.4K+ 4.46% |
$599K - $715K
|
361K
$21.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
15.4K+ 70.96% |
$598K - $714K
|
37.1K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
15.4K+ 120.58% |
$598K - $714K
|
28.1K
$1.68M
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
15.1KNew |
$587K - $701K
|
15.1K
$902K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15K+ 8.94% |
$583K - $696K
|
183K
$10.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.8K+ 3.63% |
$575K - $687K
|
423K
$25.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
14.7K+ 11.21% |
$571K - $682K
|
146K
$8.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 5.86% |
$550K - $657K
|
256K
$15.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.9K+ 68.33% |
$539K - $643K
|
34.1K
$2.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.5K+ 24.68% |
$523K - $625K
|
68K
$4.06M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
12.9K+ 4.51% |
$502K - $599K
|
299K
$17.9M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.2K+ 9.67% |
$476K - $568K
|
139K
$8.28M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
12K+ 17.23% |
$468K - $558K
|
81.9K
$4.89M
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
11.8K+ 160.68% |
$461K - $550K
|
19.2K
$1.15M
|
|
|
Oct 20, 2022
Q3 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$446K - $532K
|
11.5K
$684K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$433K - $517K
|
11.1K
$665K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
9.94K+ 4.74% |
$387K - $461K
|
220K
$13.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
9KNew |
$350K - $418K
|
9K
$537K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.82K+ 4.54% |
$343K - $409K
|
203K
$12.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.6K+ 21.34% |
$334K - $399K
|
48.9K
$2.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
7.86K+ 12.78% |
$306K - $365K
|
69.4K
$4.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
7.76KNew |
$302K - $360K
|
7.76K
$463K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.67K+ 13.23% |
$298K - $356K
|
65.7K
$3.92M
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.36K+ 88.41% |
$286K - $342K
|
15.7K
$937K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
7.35KNew |
$286K - $341K
|
7.35K
$439K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.28K+ 3.13% |
$283K - $338K
|
240K
$14.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
7.22K+ 23.41% |
$281K - $335K
|
38.1K
$2.27M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.07K+ 3.2% |
$275K - $328K
|
228K
$13.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
6.99KNew |
$272K - $325K
|
6.99K
$418K
|
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
6.82KNew |
$265K - $317K
|
6.82K
$407K
|
|
|
Nov 14, 2024
Q3 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
6.77K+ 3.59% |
$263K - $314K
|
195K
$11.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
6.69KNew |
$260K - $311K
|
6.69K
$400K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
6.22K+ 2.01% |
$242K - $289K
|
315K
$18.8M
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.21K+ 21.89% |
$241K - $288K
|
34.6K
$2.06M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.92KNew |
$230K - $275K
|
5.92K
$354K
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
5.33K+ 1.08% |
$207K - $247K
|
499K
$29.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
5.31K+ 3.52% |
$206K - $246K
|
156K
$9.32M
|
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.27K+ 4.09% |
$205K - $245K
|
134K
$8.01M
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.26KNew |
$205K - $244K
|
5.26K
$314K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.24K+ 3.4% |
$204K - $243K
|
159K
$9.51M
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.23KNew |
$203K - $243K
|
5.23K
$313K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.23KNew |
$203K - $243K
|
5.23K
$312K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
4.92K+ 12.18% |
$191K - $228K
|
45.3K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.69K+ 8.26% |
$182K - $218K
|
61.4K
$3.67M
|