Purchases and Sales Made in Q3 2023 in First Trust Rising Dividend Ac (RDVY)

RDVY Quotes by TradingView

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 10, 2023 Q3 2023
Wealth Care Investment Partners, LLC

BUY
 -
1.95K
+ 3.37%
$88.9K - $96.7K
59.8K $3.57M
Nov 14, 2023 Q3 2023
Edge Rock Capital LLC

BUY
 -
1.94K
+ 22.74%
$88.6K - $96.4K
10.5K $627K
Oct 24, 2023 Q3 2023
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
1.84K
+ 1.58%
$84K - $91.4K
119K $7.09M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
1.71K
+ 9.31%
$78K - $84.9K
20.1K $1.2M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
1.7K
+ 10.51%
$77.3K - $84K
17.8K $1.06M
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
1.64K
+ 14.39%
$74.9K - $81.5K
13.1K $780K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
1.58K
+ 59.53%
$72.2K - $78.5K
4.25K $254K
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
1.56K
+ 9.66%
$71.2K - $77.4K
17.7K $1.06M
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
1.56K
+ 4.03%
$71K - $77.2K
40.3K $2.4M
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
1.54K
+ 1.58%
$70.1K - $76.2K
99.1K $5.92M
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
1.43K
+ 19.26%
$65.2K - $70.9K
8.86K $529K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
1.34K
+ 3.78%
$60.9K - $66.3K
36.7K $2.19M
Oct 05, 2023 Q3 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
1.24K
+ 7.02%
$56.5K - $61.4K
18.9K $1.13M
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
1.16K
+ 17.75%
$52.7K - $57.4K
7.68K $458K
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.09K
+ 3.35%
$49.8K - $54.2K
33.7K $2.01M
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

BUY
 -
1.02K
New
$46.3K - $50.3K
1.02K $60.6K
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
980
+ 3.09%
$44.7K - $48.6K
32.7K $1.95M
Oct 16, 2023 Q3 2023
Beacon Financial Group

BUY
 -
975
+ 0.93%
$44.4K - $48.3K
106K $6.33M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
961
+ 1.67%
$43.8K - $47.6K
58.5K $3.49M
Oct 19, 2023 Q3 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
955
+ 12.17%
$43.5K - $47.3K
8.81K $526K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
951
+ 0.25%
$43.3K - $47.2K
383K $22.9M
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
925
+ 2.16%
$42.2K - $45.9K
43.7K $2.61M
Oct 23, 2023 Q3 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
903
+ 2.92%
$41.2K - $44.8K
31.8K $1.9M
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
837
+ 7.32%
$38.2K - $41.5K
12.3K $733K
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

BUY
 -
831
+ 19.15%
$37.9K - $41.2K
5.17K $309K
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
813
+ 1.15%
$37.1K - $40.3K
71.4K $4.27M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
784
+ 0.24%
$35.7K - $38.9K
325K $19.4M
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
760
+ 3.22%
$34.6K - $37.7K
24.4K $1.46M
Nov 08, 2023 Q3 2023
Lvz, Inc.

BUY
 -
710
+ 9.42%
$32.4K - $35.2K
8.25K $493K
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

BUY
 -
678
+ 1.94%
$30.9K - $33.6K
35.7K $2.13M
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
667
+ 7.26%
$30.4K - $33.1K
9.86K $589K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
640
New
$29.2K - $31.7K
640 $38.2K
Nov 13, 2023 Q3 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
630
+ 4.4%
$28.7K - $31.2K
14.9K $893K
Nov 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
618
+ 40.5%
$28.2K - $30.6K
2.14K $128K
Oct 05, 2023 Q3 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
607
+ 2.61%
$27.7K - $30.1K
23.8K $1.42M
Nov 13, 2023 Q3 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
601
+ 7.14%
$27.4K - $29.8K
9.02K $539K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
510
+ 11.39%
$23.2K - $25.3K
4.99K $298K
Oct 19, 2023 Q3 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
489
+ 1.71%
$22.3K - $24.2K
29.1K $1.74M
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
481
+ 6.66%
$21.9K - $23.8K
7.7K $460K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
476
+ 1.84%
$21.7K - $23.6K
26.3K $1.57M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
459
+ 0.91%
$20.9K - $22.8K
51K $3.05M
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
445
+ 1.81%
$20.3K - $22.1K
25.1K $1.5M
Oct 30, 2023 Q3 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
444
+ 2.92%
$20.2K - $22K
15.7K $935K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
417
+ 0.5%
$19K - $20.7K
83.1K $4.96M
Nov 02, 2023 Q3 2023
F Dx Advisors, Inc.

BUY
 -
367
+ 0.09%
$16.7K - $18.2K
393K $23.5M
Nov 09, 2023 Q3 2023
Wespac Advisors So Cal, LLC

BUY
 -
366
+ 0.98%
$16.7K - $18.1K
37.6K $2.25M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
359
+ 0.83%
$16.4K - $17.8K
43.5K $2.6M
Nov 13, 2023 Q3 2023
Forte Capital LLC

BUY
 -
340
+ 5.03%
$15.5K - $16.9K
7.1K $424K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
309
+ 5.01%
$14.1K - $15.3K
6.48K $387K

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