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 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-475- 0.69% |
$18.5K - $22K
|
68K
$4.06M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-493- 0.53% |
$19.2K - $22.9K
|
92.4K
$5.52M
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
SELL
|
- |
-501- 6.65% |
$19.5K - $23.3K
|
7.03K
$420K
|
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-569- 1.7% |
$22.1K - $26.4K
|
32.9K
$1.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-578- 8.33% |
$22.5K - $26.8K
|
6.36K
$380K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-657- 99.85% |
$25.5K - $30.5K
|
1
$59.7
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-667- 10.86% |
$25.9K - $31K
|
5.48K
$327K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-719- 0.68% |
$28K - $33.4K
|
105K
$6.29M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-736- 0.58% |
$28.6K - $34.2K
|
127K
$7.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-788- 0.16% |
$30.6K - $36.6K
|
498K
$29.8M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-971- 0.11% |
$37.8K - $45.1K
|
893K
$53.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-1.01K- 11.44% |
$39.2K - $46.7K
|
7.8K
$466K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 0.95% |
$41.6K - $49.7K
|
112K
$6.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.09K- 8.73% |
$42.4K - $50.6K
|
11.4K
$681K
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.11K- 4.26% |
$43.1K - $51.4K
|
24.9K
$1.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.11K- 2.22% |
$43.3K - $51.7K
|
49.1K
$2.93M
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.13K- 14.64% |
$43.7K - $52.2K
|
6.56K
$392K
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-1.19K- 49.4% |
$46.2K - $55.2K
|
1.22K
$72.7K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.2K- 18.31% |
$46.7K - $55.8K
|
5.36K
$320K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.35K- 7.49% |
$52.6K - $62.8K
|
16.7K
$997K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.4K- 7.37% |
$54.6K - $65.2K
|
17.6K
$1.05M
|
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.49K- 16.51% |
$57.9K - $69.2K
|
7.54K
$450K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.55K- 1.39% |
$60.3K - $72K
|
110K
$6.57M
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
SELL
|
- |
-1.62K- 10.88% |
$62.9K - $75.2K
|
13.3K
$792K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.63K- 1.24% |
$63.4K - $75.7K
|
130K
$7.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.83K- 5.79% |
$71.2K - $84.9K
|
29.8K
$1.78M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.84K- 56.77% |
$71.6K - $85.5K
|
1.4K
$83.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-1.84K- 4.4% |
$71.6K - $85.5K
|
40K
$2.39M
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.85K- 4.03% |
$71.8K - $85.7K
|
44K
$2.63M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.86K- 4.92% |
$72.2K - $86.2K
|
35.9K
$2.14M
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.99K- 9.22% |
$77.2K - $92.2K
|
19.6K
$1.17M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.23K- 3.33% |
$86.6K - $103K
|
64.7K
$3.86M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.29K- 7.81% |
$89K - $106K
|
27.1K
$1.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.4K- 25.79% |
$93.3K - $111K
|
6.9K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.45K- 6.07% |
$95.1K - $114K
|
37.9K
$2.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.48K- 28.5% |
$96.3K - $115K
|
6.21K
$371K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.48K- 26.58% |
$96.3K - $115K
|
6.85K
$409K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.64K- 3.9% |
$102K - $122K
|
64.9K
$3.88M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-2.76K- 28.55% |
$107K - $128K
|
6.92K
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.78K- 6.78% |
$108K - $129K
|
38.3K
$2.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.88K- 10.41% |
$112K - $134K
|
24.8K
$1.48M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.88K- 10.41% |
$112K - $134K
|
24.8K
$1.48M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.98K- 10.09% |
$116K - $138K
|
26.6K
$1.59M
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.02K- 1.61% |
$117K - $140K
|
184K
$11M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.1K- 9.59% |
$121K - $144K
|
29.3K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.12K- 4.86% |
$121K - $145K
|
61K
$3.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.19K- 4.47% |
$124K - $148K
|
68.1K
$4.07M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.47K- 3.15% |
$135K - $161K
|
107K
$6.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.5K- 0.86% |
$136K - $162K
|
402K
$24M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.7K- 22.46% |
$144K - $172K
|
12.8K
$762K
|