Purchases and Sales Made in Q3 2023 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q3 2023. 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 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
31.7KNew |
$1.44M - $1.57M
|
31.7K
$1.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
30.1KNew |
$1.37M - $1.49M
|
30.1K
$1.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
28.5K+ 126.35% |
$1.3M - $1.41M
|
51.1K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.4K+ 3.17% |
$1.25M - $1.36M
|
891K
$53.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
27.1K+ 8.07% |
$1.24M - $1.34M
|
363K
$21.7M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
25.5K+ 65.63% |
$1.16M - $1.27M
|
64.4K
$3.85M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
24.6K+ 5.72% |
$1.12M - $1.22M
|
456K
$27.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.1K+ 1.3% |
$1.1M - $1.2M
|
1.89M
$113M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
20.4K+ 59.27% |
$930K - $1.01M
|
54.8K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.3K+ 3.18% |
$923K - $1M
|
657K
$39.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
19.9K+ 2.09% |
$905K - $985K
|
970K
$57.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
19.4K+ 92.01% |
$885K - $963K
|
40.5K
$2.42M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.3K+ 5.96% |
$878K - $955K
|
343K
$20.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.1K+ 8.5% |
$873K - $949K
|
244K
$14.6M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19.1K+ 42.58% |
$872K - $949K
|
64.1K
$3.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
18.8K+ 74.35% |
$856K - $931K
|
44K
$2.63M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
17.9K+ 91.67% |
$816K - $888K
|
37.4K
$2.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
17.5K+ 19.0% |
$800K - $870K
|
110K
$6.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.5KNew |
$799K - $869K
|
17.5K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.5K+ 1.95% |
$797K - $867K
|
914K
$54.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17.3K+ 28.56% |
$789K - $858K
|
77.9K
$4.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
17.2K+ 5.9% |
$784K - $853K
|
309K
$18.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
16.3K+ 25.49% |
$742K - $808K
|
80.2K
$4.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
15.9KNew |
$723K - $786K
|
15.9K
$947K
|
|
|
Nov 08, 2023
Q3 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
15.9K+ 5.24% |
$723K - $786K
|
319K
$19M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.7K+ 27.65% |
$716K - $779K
|
72.6K
$4.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
15.5KNew |
$706K - $768K
|
15.5K
$925K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15.3K+ 11.3% |
$698K - $759K
|
151K
$9.01M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15K+ 8.94% |
$683K - $743K
|
183K
$10.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
14.6K+ 11.01% |
$666K - $724K
|
147K
$8.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.6K+ 5.18% |
$664K - $722K
|
296K
$17.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12.9KNew |
$589K - $641K
|
12.9K
$772K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.1KNew |
$552K - $600K
|
12.1K
$723K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
12K+ 96.42% |
$547K - $595K
|
24.4K
$1.46M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
11.9KNew |
$544K - $592K
|
11.9K
$713K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.5K+ 1.04% |
$525K - $572K
|
1.12M
$66.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.1K+ 7.42% |
$506K - $550K
|
161K
$9.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
10.9K+ 6.48% |
$496K - $539K
|
179K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.3K+ 17.02% |
$471K - $513K
|
71.1K
$4.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.88K+ 19.82% |
$450K - $490K
|
59.7K
$3.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
9.87KNew |
$450K - $489K
|
9.87K
$589K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.69K+ 5.21% |
$442K - $481K
|
196K
$11.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
9.65K+ 19.49% |
$440K - $478K
|
59.2K
$3.53M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.56K+ 8.84% |
$436K - $474K
|
118K
$7.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
9.47K+ 7.23% |
$431K - $469K
|
140K
$8.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.17K+ 56.6% |
$418K - $455K
|
25.4K
$1.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
9.11KNew |
$415K - $452K
|
9.11K
$544K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.1K+ 15.2% |
$415K - $451K
|
69K
$4.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.88K+ 1.93% |
$405K - $440K
|
470K
$28.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.71K+ 3.65% |
$397K - $432K
|
247K
$14.8M
|