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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
45.2K+ 61.01% |
$2.11M - $2.39M
|
119K
$7.48M
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
45.1K+ 35.53% |
$2.1M - $2.38M
|
172K
$10.8M
|
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
44.9K+ 54.99% |
$2.09M - $2.37M
|
126K
$7.93M
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
44.2K+ 108.28% |
$2.06M - $2.33M
|
85K
$5.33M
|
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
43.1KNew |
$2.01M - $2.28M
|
43.1K
$2.71M
|
|
|
Apr 20, 2022
Q1 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
42.2K+ 79.85% |
$1.97M - $2.23M
|
95.1K
$5.97M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
42.1KNew |
$1.96M - $2.22M
|
42.1K
$2.64M
|
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
42K+ 19.66% |
$1.96M - $2.22M
|
256K
$16M
|
|
|
Apr 25, 2022
Q1 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
42K+ 32.88% |
$1.96M - $2.22M
|
170K
$10.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
41.8K+ 93.72% |
$1.95M - $2.2M
|
86.3K
$5.41M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
41K+ 671.91% |
$1.91M - $2.16M
|
47.1K
$2.95M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
41K+ 140.46% |
$1.91M - $2.16M
|
70.1K
$4.4M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.6K+ 17.57% |
$1.85M - $2.09M
|
265K
$16.6M
|
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
39.2K+ 51.24% |
$1.83M - $2.07M
|
116K
$7.26M
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
38.4KNew |
$1.79M - $2.02M
|
38.4K
$2.41M
|
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
37.8KNew |
$1.76M - $1.99M
|
37.8K
$2.37M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
36K+ 28.26% |
$1.68M - $1.9M
|
163K
$10.2M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
35.6KNew |
$1.66M - $1.88M
|
35.6K
$2.23M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.5K+ 84.85% |
$1.56M - $1.77M
|
72.9K
$4.57M
|
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
33KNew |
$1.54M - $1.74M
|
33K
$2.07M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.7K+ 17.47% |
$1.52M - $1.73M
|
220K
$13.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
32.2KNew |
$1.5M - $1.7M
|
32.2K
$2.02M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
31.5K+ 32.12% |
$1.47M - $1.66M
|
129K
$8.12M
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
29.6K+ 88.44% |
$1.38M - $1.56M
|
63.1K
$3.96M
|
|
|
May 16, 2022
Q1 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
26.7K+ 13.41% |
$1.25M - $1.41M
|
226K
$14.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
26.7K+ 120.67% |
$1.24M - $1.41M
|
48.8K
$3.06M
|
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
25.6K+ 15.84% |
$1.19M - $1.35M
|
187K
$11.8M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25.5K+ 27.48% |
$1.19M - $1.34M
|
118K
$7.41M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23.6K+ 5.54% |
$1.1M - $1.25M
|
450K
$28.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
23.3K+ 23.52% |
$1.09M - $1.23M
|
122K
$7.68M
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
22K+ 7.57% |
$1.03M - $1.16M
|
313K
$19.6M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21.5K+ 4.88% |
$1M - $1.14M
|
463K
$29M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21.2K+ 13.95% |
$987K - $1.12M
|
173K
$10.8M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20.6K+ 15069.34% |
$962K - $1.09M
|
20.8K
$1.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
20.4K+ 6.8% |
$950K - $1.08M
|
320K
$20.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
19.9K+ 451.31% |
$930K - $1.05M
|
24.4K
$1.53M
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
19.7K+ 477.57% |
$918K - $1.04M
|
23.8K
$1.49M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
19.3K+ 28.78% |
$898K - $1.02M
|
86.2K
$5.41M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
19.2KNew |
$894K - $1.01M
|
19.2K
$1.2M
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
18.5K+ 26.93% |
$865K - $979K
|
87.4K
$5.48M
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
18.1K+ 6.45% |
$845K - $957K
|
299K
$18.8M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.8K+ 50.44% |
$783K - $886K
|
50.1K
$3.14M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
16.8K+ 9.94% |
$781K - $885K
|
185K
$11.6M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
16.5K+ 80.51% |
$767K - $869K
|
36.9K
$2.32M
|
|
|
Apr 18, 2022
Q1 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
16.3KNew |
$760K - $861K
|
16.3K
$1.02M
|
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
15.1K+ 7.54% |
$704K - $797K
|
215K
$13.5M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
15.1K+ 227.09% |
$704K - $797K
|
21.7K
$1.36M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.1K+ 170.56% |
$704K - $797K
|
23.9K
$1.5M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
15.1K+ 227.08% |
$704K - $797K
|
21.7K
$1.36M
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
15KNew |
$700K - $793K
|
15K
$942K
|