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 |
---|---|---|---|---|---|---|---|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
155+ 0.58% |
$6.03K - $7.2K
|
26.7K
$1.59M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
149+ 0.62% |
$5.79K - $6.92K
|
24.3K
$1.45M
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
122+ 0.55% |
$4.74K - $5.66K
|
22.3K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
120+ 0.94% |
$4.67K - $5.57K
|
12.9K
$772K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
120New |
$4.67K - $5.57K
|
120
$7.17K
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
115+ 1.79% |
$4.47K - $5.34K
|
6.55K
$391K
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
111+ 0.35% |
$4.32K - $5.15K
|
31.4K
$1.88M
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
100+ 1.75% |
$3.89K - $4.64K
|
5.82K
$347K
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
63New |
$2.45K - $2.92K
|
63
$3.76K
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.95% |
$1.94K - $2.32K
|
5.3K
$317K
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
40+ 0.04% |
$1.56K - $1.86K
|
92.5K
$5.52M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
33+ 0.02% |
$1.28K - $1.53K
|
152K
$9.05M
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
28+ 0.13% |
$1.09K - $1.3K
|
21.9K
$1.31M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
13+ 0.1% |
$505 - $603
|
13.6K
$813K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.39% |
$389 - $464
|
2.56K
$153K
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
6+ 0.03% |
$233 - $279
|
18.9K
$1.13M
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$38.9 - $46.4
|
1
$59.7
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.07% |
$38.9 - $46.4
|
1.48K
$88.1K
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-25- 23.81% |
$972 - $1.16K
|
80
$4.78K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25- 2.54% |
$972 - $1.16K
|
960
$57.3K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-31Closed |
$1.21K - $1.44K
|
0
$0
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-94- 0.9% |
$3.65K - $4.36K
|
10.3K
$617K
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-97- 0.38% |
$3.77K - $4.5K
|
25.5K
$1.52M
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-100- 3.07% |
$3.89K - $4.64K
|
3.16K
$189K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-108- 0.76% |
$4.2K - $5.01K
|
14.1K
$844K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-115- 43.23% |
$4.47K - $5.34K
|
151
$9.02K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-121- 3.67% |
$4.7K - $5.62K
|
3.18K
$190K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-122- 0.04% |
$4.74K - $5.66K
|
275K
$16.4M
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-159- 0.26% |
$6.18K - $7.38K
|
61K
$3.64M
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-170- 2.38% |
$6.61K - $7.89K
|
6.96K
$416K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-222- 4.13% |
$8.63K - $10.3K
|
5.15K
$307K
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-245- 0.56% |
$9.53K - $11.4K
|
43.7K
$2.61M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-253- 0.86% |
$9.84K - $11.7K
|
29.3K
$1.75M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-253- 0.86% |
$9.84K - $11.7K
|
29.3K
$1.75M
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-256- 3.76% |
$9.95K - $11.9K
|
6.54K
$391K
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
SELL
|
- |
-272- 1.59% |
$10.6K - $12.6K
|
16.8K
$1M
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-275- 32.05% |
$10.7K - $12.8K
|
583
$34.8K
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-278- 67.31% |
$10.8K - $12.9K
|
135
$8.06K
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-285- 3.35% |
$11.1K - $13.2K
|
8.23K
$492K
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-293- 0.18% |
$11.4K - $13.6K
|
167K
$9.98M
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-298- 2.27% |
$11.6K - $13.8K
|
12.8K
$765K
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
SELL
|
- |
-332- 5.62% |
$12.9K - $15.4K
|
5.58K
$333K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-382- 0.38% |
$14.9K - $17.7K
|
100K
$5.98M
|
|
Oct 12, 2022
Q3 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-383- 2.35% |
$14.9K - $17.8K
|
15.9K
$951K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-385- 13.81% |
$15K - $17.9K
|
2.4K
$143K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-401- 6.95% |
$15.6K - $18.6K
|
5.37K
$321K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-411- 2.3% |
$16K - $19.1K
|
17.5K
$1.04M
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-431- 2.11% |
$16.8K - $20K
|
20K
$1.19M
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-457- 1.78% |
$17.8K - $21.2K
|
25.2K
$1.51M
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-475- 1.54% |
$18.5K - $22K
|
30.3K
$1.81M
|