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
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4.65K+ 0.95% |
$181K - $216K
|
492K
$29.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
4.65K+ 6.19% |
$181K - $216K
|
79.7K
$4.76M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.57K+ 37.96% |
$178K - $212K
|
16.6K
$992K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.46K+ 11.33% |
$174K - $207K
|
43.9K
$2.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
4.21K+ 4.74% |
$164K - $195K
|
93K
$5.55M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.18K+ 3.24% |
$163K - $194K
|
133K
$7.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
3.96K+ 27.36% |
$154K - $184K
|
18.4K
$1.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.95K+ 0.41% |
$154K - $183K
|
957K
$57.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.91K+ 7.29% |
$152K - $181K
|
57.5K
$3.43M
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
3.74K+ 24.31% |
$145K - $173K
|
19.1K
$1.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.68K+ 28.01% |
$143K - $171K
|
16.8K
$1M
|
|
|
Oct 13, 2022
Q3 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
3.66K+ 2.19% |
$142K - $170K
|
171K
$10.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
3.66K+ 39.1% |
$142K - $170K
|
13K
$778K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.6K+ 7.93% |
$140K - $167K
|
49K
$2.92M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.39K+ 1.8% |
$132K - $157K
|
191K
$11.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
3.36K+ 1.67% |
$130K - $156K
|
205K
$12.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
3.27K+ 2.0% |
$127K - $152K
|
166K
$9.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.09K+ 1.11% |
$120K - $143K
|
282K
$16.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.65K+ 2.89% |
$103K - $123K
|
94.3K
$5.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.56K+ 18.06% |
$99.5K - $119K
|
16.7K
$998K
|
|
|
Nov 14, 2022
Q3 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.23K+ 1.83% |
$86.8K - $104K
|
124K
$7.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.22K+ 2.44% |
$86.2K - $103K
|
93.2K
$5.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2K+ 20.0% |
$77.8K - $92.8K
|
12K
$717K
|
|
|
Nov 10, 2022
Q3 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.91K+ 36.98% |
$74.2K - $88.6K
|
7.07K
$422K
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.9K+ 12.77% |
$73.9K - $88.2K
|
16.8K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.84K+ 28.22% |
$71.6K - $85.5K
|
8.37K
$500K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.84K+ 3.87% |
$71.5K - $85.4K
|
49.4K
$2.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.8K+ 11.84% |
$70K - $83.6K
|
17K
$1.02M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.79KNew |
$69.6K - $83K
|
1.79K
$107K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.77K+ 9.35% |
$68.9K - $82.3K
|
20.7K
$1.24M
|
|
|
Oct 11, 2022
Q3 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
1.75K+ 9.18% |
$68K - $81.2K
|
20.8K
$1.24M
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 4.4% |
$67.7K - $80.9K
|
41.3K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.65K+ 102.8% |
$64.2K - $76.7K
|
3.26K
$195K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.6K+ 7.02% |
$62.2K - $74.3K
|
24.4K
$1.46M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.6KNew |
$62.2K - $74.3K
|
1.6K
$95.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1.57K+ 20.36% |
$61.2K - $73.1K
|
9.31K
$556K
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.54K+ 8.38% |
$59.7K - $71.3K
|
19.9K
$1.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.5K+ 2.96% |
$58.2K - $69.5K
|
52.1K
$3.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.46K+ 19.66% |
$56.8K - $67.8K
|
8.89K
$531K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.43K+ 10.89% |
$55.6K - $66.4K
|
14.6K
$870K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.42KNew |
$55.1K - $65.8K
|
1.42K
$84.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.33K+ 2.54% |
$51.6K - $61.6K
|
53.5K
$3.2M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.31K+ 41.86% |
$50.9K - $60.8K
|
4.44K
$265K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.3K+ 4.51% |
$50.7K - $60.5K
|
30.2K
$1.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.27K+ 3.88% |
$49.3K - $58.9K
|
34K
$2.03M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.27K+ 4.88% |
$49.3K - $58.9K
|
27.2K
$1.63M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.26K+ 0.38% |
$49.1K - $58.6K
|
336K
$20.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.24K+ 4.72% |
$48.1K - $57.4K
|
27.4K
$1.64M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.2K+ 3.01% |
$46.5K - $55.5K
|
40.9K
$2.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
1.17K+ 0.58% |
$45.5K - $54.4K
|
203K
$12.1M
|