Purchases and Sales Made in Q1 2022 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.85M+ 15253.02% |
$179M - $203M
|
3.88M
$243M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.3M+ 27.71% |
$154M - $174M
|
15.2M
$954M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.82M+ 5573.82% |
$131M - $149M
|
2.87M
$180M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.38M+ 19.09% |
$111M - $126M
|
14.8M
$931M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.22M+ 81.29% |
$103M - $117M
|
4.94M
$310M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.94M+ 22.48% |
$90.4M - $102M
|
10.6M
$663M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.3M+ 22.94% |
$60.4M - $68.4M
|
6.94M
$435M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.25M+ 47.91% |
$58.1M - $65.8M
|
3.85M
$241M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
869K+ 36.31% |
$40.5M - $45.9M
|
3.26M
$205M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
836K+ 16.19% |
$39M - $44.1M
|
6M
$376M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
800K+ 57.99% |
$37.3M - $42.2M
|
2.18M
$137M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
775K+ 19.77% |
$36.1M - $40.9M
|
4.7M
$295M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
761K+ 31.72% |
$35.5M - $40.2M
|
3.16M
$198M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
728KNew |
$33.9M - $38.4M
|
728K
$45.7M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
721K+ 138.12% |
$33.6M - $38M
|
1.24M
$77.9M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
657K+ 4.63% |
$30.6M - $34.7M
|
14.8M
$931M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
502K+ 24.55% |
$23.4M - $26.5M
|
2.55M
$160M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
496K+ 41.25% |
$23.1M - $26.2M
|
1.7M
$106M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
438K+ 19.52% |
$20.4M - $23.1M
|
2.68M
$168M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
432KNew |
$20.1M - $22.8M
|
432K
$27.1M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
430K+ 141.23% |
$20.1M - $22.7M
|
735K
$46.1M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
359K+ 27.46% |
$16.8M - $19M
|
1.67M
$105M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
329K+ 172.47% |
$15.3M - $17.4M
|
519K
$32.6M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
326K+ 107.39% |
$15.2M - $17.2M
|
630K
$39.5M
|
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
323KNew |
$15M - $17M
|
323K
$20.2M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
303K+ 27.48% |
$14.1M - $16M
|
1.41M
$88.2M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
264K+ 40.27% |
$12.3M - $14M
|
921K
$57.7M
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
263KNew |
$12.3M - $13.9M
|
263K
$16.5M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
246K+ 837.38% |
$11.5M - $13M
|
275K
$17.3M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
242K+ 37.46% |
$11.3M - $12.8M
|
888K
$55.7M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
223K+ 32.74% |
$10.4M - $11.8M
|
904K
$56.7M
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
220K+ 200.91% |
$10.3M - $11.6M
|
330K
$20.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
214KNew |
$9.96M - $11.3M
|
214K
$13.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
197K+ 726.85% |
$9.18M - $10.4M
|
224K
$14M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
185K+ 71.7% |
$8.64M - $9.79M
|
444K
$27.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
182K+ 37.54% |
$8.47M - $9.59M
|
665K
$41.7M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
178K+ 84.55% |
$8.3M - $9.4M
|
389K
$24.4M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
177KNew |
$8.26M - $9.35M
|
177K
$11.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
174K+ 74.74% |
$8.12M - $9.2M
|
407K
$25.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
157K+ 33.26% |
$7.33M - $8.3M
|
630K
$39.5M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
157K+ 136.87% |
$7.32M - $8.29M
|
272K
$17M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
149K+ 19.96% |
$6.92M - $7.84M
|
893K
$56M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
147K+ 62.45% |
$6.85M - $7.76M
|
382K
$24M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
146KNew |
$6.82M - $7.72M
|
146K
$9.17M
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
133K+ 385.11% |
$6.21M - $7.03M
|
168K
$10.5M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
133K+ 17.35% |
$6.18M - $7M
|
896K
$56.2M
|
|
|
May 04, 2022
Q1 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
131K+ 19.96% |
$6.11M - $6.91M
|
787K
$49.4M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
127K+ 167.04% |
$5.92M - $6.7M
|
203K
$12.7M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
123K+ 37.01% |
$5.76M - $6.52M
|
457K
$28.7M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
119KNew |
$5.57M - $6.31M
|
119K
$7.49M
|