Purchases and Sales Made in Q1 2022 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 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
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
115K
+ 152.86%
$5.37M - $6.08M
191K $12M
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

BUY
 -
113K
+ 38.14%
$5.29M - $5.99M
411K $25.8M
May 13, 2022 Q1 2022
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
113K
New
$5.28M - $5.97M
113K $7.1M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
112K
+ 35.88%
$5.24M - $5.93M
425K $26.7M
Apr 12, 2022 Q1 2022
Ewg Elevate Inc.

BUY
 -
112K
+ 91.69%
$5.23M - $5.92M
235K $14.7M
Apr 19, 2022 Q1 2022
Sanchez Wealth Management Group

BUY
 -
107K
New
$5.01M - $5.67M
107K $6.74M
May 09, 2022 Q1 2022
Beaumont Financial Partners, LLC

BUY
 -
104K
+ 56.92%
$4.86M - $5.51M
288K $18M
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
103K
+ 1612.31%
$4.78M - $5.41M
109K $6.83M
May 09, 2022 Q1 2022
Ascension Capital Advisors, Inc.

Houston, TX
BUY
 -
99.5K
+ 26.69%
$4.64M - $5.25M
472K $29.6M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
94.3K
New
$4.4M - $4.98M
94.3K $5.92M
Apr 07, 2022 Q1 2022
Weitzel Financial Services, Inc.

BUY
 -
88.8K
New
$4.14M - $4.69M
88.8K $5.57M
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

BUY
 -
88.7K
+ 62.3%
$4.14M - $4.68M
231K $14.5M
May 11, 2022 Q1 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
87.5K
+ 95.38%
$4.08M - $4.62M
179K $11.2M
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
BUY
 -
86.4K
+ 39.72%
$4.03M - $4.56M
304K $19.1M
Apr 20, 2022 Q1 2022
Hfg Advisors, Inc.

BUY
 -
86.1K
New
$4.01M - $4.54M
86.1K $5.4M
May 13, 2022 Q1 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
85.1K
+ 71.25%
$3.97M - $4.49M
205K $12.8M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
84.5K
+ 84.05%
$3.94M - $4.46M
185K $11.6M
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
82.9K
+ 11.05%
$3.87M - $4.38M
833K $52.3M
Apr 01, 2022 Q1 2022
Park National Corp

BUY
 -
82.1K
+ 51.07%
$3.83M - $4.33M
243K $15.2M
May 10, 2022 Q1 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
81.1K
New
$3.78M - $4.28M
81.1K $5.09M
Apr 29, 2022 Q1 2022
Bka Wealth Consulting, Inc.

BUY
 -
78.6K
New
$3.66M - $4.15M
78.6K $4.93M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
75K
+ 136.36%
$3.5M - $3.96M
130K $8.15M
May 11, 2022 Q1 2022
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
74.4K
New
$3.47M - $3.93M
74.4K $4.67M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
74.2K
+ 177.08%
$3.46M - $3.92M
116K $7.28M
May 12, 2022 Q1 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
73.1K
New
$3.41M - $3.86M
73.1K $4.59M
May 04, 2022 Q1 2022
Ifg Advisory, LLC

BUY
 -
73K
+ 55.71%
$3.4M - $3.85M
204K $12.8M
May 16, 2022 Q1 2022
Kingsbury Capital Investment Advisors LLC

Evanston, IL
BUY
 -
72.4K
New
$3.37M - $3.82M
72.4K $4.54M
May 12, 2022 Q1 2022
Principle Wealth Partners LLC

BUY
 -
72.3K
+ 64.92%
$3.37M - $3.82M
184K $11.5M
May 12, 2022 Q1 2022
D.A. Davidson & Co.

BUY
 -
70.3K
+ 31.59%
$3.28M - $3.71M
293K $18.4M
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
69K
+ 1.72%
$3.22M - $3.64M
4.07M $255M
Apr 26, 2022 Q1 2022
Ogorek Anthony Joseph

BUY
 -
67.7K
New
$3.16M - $3.58M
67.7K $4.25M
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
66.4K
+ 231.73%
$3.1M - $3.51M
95.1K $5.96M
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
64.8K
+ 33.26%
$3.02M - $3.42M
260K $16.3M
May 16, 2022 Q1 2022
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
63.5K
New
$2.96M - $3.35M
63.5K $3.98M
May 11, 2022 Q1 2022
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
58.7K
+ 446.8%
$2.74M - $3.1M
71.9K $4.51M
Jan 19, 2024 Q1 2022
Cedrus LLC

Littleton, CO
BUY
 -
57K
+ 54.41%
$2.66M - $3.01M
162K $10.2M
May 03, 2022 Q1 2022
Triumph Capital Management

BUY
 -
56.9K
+ 103.59%
$2.65M - $3.01M
112K $7.02M
Apr 19, 2022 Q1 2022
Secure Asset Management, LLC

BUY
 -
56.3K
+ 51.97%
$2.62M - $2.97M
165K $10.3M
Apr 18, 2022 Q1 2022
Key Client Fiduciary Advisors, LLC

BUY
 -
54.7K
+ 241.35%
$2.55M - $2.89M
77.4K $4.85M
May 03, 2022 Q1 2022
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
54K
New
$2.52M - $2.85M
54K $3.39M
Apr 19, 2022 Q1 2022
Pfg Advisors

BUY
 -
53.1K
+ 36.8%
$2.48M - $2.81M
198K $12.4M
May 10, 2022 Q1 2022
Shelton Wealth Management, LLC

BUY
 -
52.6K
+ 80.85%
$2.45M - $2.78M
118K $7.38M
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

BUY
 -
52.2K
New
$2.43M - $2.75M
52.2K $3.27M
May 10, 2022 Q1 2022
Valmark Advisers, Inc.

BUY
 -
51.1K
+ 25.19%
$2.38M - $2.7M
254K $15.9M
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
51K
+ 37.85%
$2.38M - $2.69M
186K $11.6M
May 16, 2022 Q1 2022
Kovack Advisors, Inc.

BUY
 -
50.6K
+ 71.57%
$2.36M - $2.67M
121K $7.61M
May 13, 2022 Q1 2022
Private Advisory Group LLC

Redmond, WA
BUY
 -
49.2K
+ 246.63%
$2.29M - $2.6M
69.2K $4.34M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
47K
+ 6.57%
$2.19M - $2.48M
762K $47.8M
Apr 29, 2022 Q1 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
45.7K
+ 118.77%
$2.13M - $2.41M
84.1K $5.28M

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