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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 6.72% |
$43.4K - $51.8K
|
17.7K
$1.06M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.09K+ 7.05% |
$42.2K - $50.4K
|
16.5K
$985K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.09K+ 13.34% |
$42.2K - $50.4K
|
9.22K
$551K
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 1.45% |
$40.9K - $48.8K
|
73.7K
$4.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.02K+ 0.42% |
$39.5K - $47.2K
|
242K
$14.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
993+ 7.48% |
$38.6K - $46.1K
|
14.3K
$852K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
966+ 2.54% |
$37.6K - $44.8K
|
38.9K
$2.32M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
951+ 1.45% |
$37K - $44.1K
|
66.7K
$3.98M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
877+ 6.71% |
$34.1K - $40.7K
|
14K
$833K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
801+ 38.22% |
$31.1K - $37.2K
|
2.9K
$173K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
800+ 12.82% |
$31.1K - $37.1K
|
7.04K
$421K
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
BUY
|
- |
798+ 5.89% |
$31K - $37K
|
14.3K
$857K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
785+ 120.4% |
$30.5K - $36.4K
|
1.44K
$85.8K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
666+ 22.62% |
$25.9K - $30.9K
|
3.61K
$216K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
656+ 10.76% |
$25.5K - $30.5K
|
6.76K
$403K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
631New |
$24.5K - $29.3K
|
631
$37.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
629+ 5.01% |
$24.5K - $29.2K
|
13.2K
$787K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
612+ 6.53% |
$23.8K - $28.4K
|
9.98K
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
590+ 9.63% |
$22.9K - $27.4K
|
6.72K
$401K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
514+ 5.22% |
$20K - $23.9K
|
10.4K
$619K
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
500+ 0.67% |
$19.4K - $23.2K
|
74.6K
$4.46M
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
493+ 0.31% |
$19.2K - $22.9K
|
161K
$9.63M
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
453+ 0.59% |
$17.6K - $21K
|
76.9K
$4.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
452+ 8.81% |
$17.6K - $21K
|
5.58K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
423+ 6.25% |
$16.4K - $19.6K
|
7.19K
$429K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
414+ 11.3% |
$16.1K - $19.2K
|
4.08K
$244K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
400+ 1.54% |
$15.6K - $18.6K
|
26.4K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
400+ 0.47% |
$15.6K - $18.6K
|
85.7K
$5.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
397+ 0.9% |
$15.4K - $18.4K
|
44.6K
$2.67M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
360+ 6.02% |
$14K - $16.7K
|
6.34K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
359+ 1.07% |
$14K - $16.7K
|
33.8K
$2.02M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
358+ 6.0% |
$13.9K - $16.6K
|
6.32K
$377K
|
|
|
Nov 10, 2022
Q3 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
353+ 0.07% |
$13.7K - $16.4K
|
473K
$28.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
345+ 5.88% |
$13.4K - $16K
|
6.21K
$371K
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
337+ 0.78% |
$13.1K - $15.6K
|
43.6K
$2.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
333+ 2.47% |
$12.9K - $15.5K
|
13.8K
$824K
|
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
330+ 2.15% |
$12.8K - $15.3K
|
15.7K
$935K
|
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
324+ 0.48% |
$12.6K - $15K
|
68.3K
$4.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
320+ 5.96% |
$12.4K - $14.9K
|
5.69K
$340K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
317+ 12.77% |
$12.3K - $14.7K
|
2.8K
$167K
|
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
311+ 1.27% |
$12.1K - $14.4K
|
24.7K
$1.48M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
255New |
$9.91K - $11.8K
|
255
$15.2K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
216+ 3.12% |
$8.4K - $10K
|
7.13K
$426K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
201+ 0.45% |
$7.81K - $9.33K
|
45.2K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
185New |
$7.19K - $8.59K
|
185
$11K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
184+ 2.31% |
$7.15K - $8.54K
|
8.14K
$486K
|
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
180+ 1.05% |
$7K - $8.36K
|
17.4K
$1.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
179+ 0.35% |
$6.96K - $8.31K
|
51.6K
$3.08M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
170+ 2.16% |
$6.61K - $7.89K
|
8.06K
$481K
|
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
157+ 2.96% |
$6.1K - $7.29K
|
5.46K
$326K
|