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
May 13, 2022 Q1 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
14.7K
+ 158.16%
$686K - $777K
24K $1.51M
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
14.3K
New
$665K - $753K
14.3K $894K
May 16, 2022 Q1 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
14.2K
+ 10198.56%
$661K - $748K
14.3K $898K
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
14.1K
+ 18.48%
$658K - $745K
90.4K $5.67M
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
14K
+ 59.69%
$652K - $738K
37.4K $2.35M
May 13, 2022 Q1 2022
Merit Financial Group, LLC

BUY
 -
13.8K
+ 26.03%
$642K - $727K
66.7K $4.18M
May 02, 2022 Q1 2022
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
13K
+ 43.47%
$608K - $688K
43K $2.7M
May 16, 2022 Q1 2022
Titus Wealth Management

Larskpur, CA
BUY
 -
12.7K
+ 32.41%
$590K - $668K
51.7K $3.24M
Apr 22, 2022 Q1 2022
Allworth Financial LP

BUY
 -
12.4K
New
$579K - $655K
12.4K $779K
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
12.3K
+ 36.15%
$575K - $651K
46.4K $2.91M
May 04, 2022 Q1 2022
Stephens Inc

BUY
 -
11.7K
+ 21.5%
$543K - $615K
65.8K $4.13M
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
11.1K
+ 150.62%
$517K - $586K
18.5K $1.16M
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
10.7K
+ 125.4%
$497K - $563K
19.2K $1.2M
Dec 13, 2023 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
10K
+ 49.29%
$468K - $529K
30.4K $1.91M
May 17, 2022 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
10K
+ 49.29%
$468K - $529K
30.4K $1.91M
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
9.89K
+ 63.64%
$461K - $522K
25.4K $1.6M
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
9.88K
New
$461K - $522K
9.88K $620K
Apr 20, 2022 Q1 2022
Howard Financial Services, Ltd.

BUY
 -
9.79K
New
$456K - $517K
9.79K $614K
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
9.77K
+ 49.13%
$455K - $516K
29.7K $1.86M
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
9.57K
+ 15.16%
$446K - $505K
72.7K $4.56M
May 03, 2022 Q1 2022
Walkner Condon Financial Advisors LLC

BUY
 -
9.5K
+ 52.04%
$443K - $501K
27.8K $1.74M
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
9.43K
New
$440K - $498K
9.43K $592K
May 10, 2022 Q1 2022
Lion Street Advisors, LLC

BUY
 -
9.14K
+ 167.18%
$426K - $482K
14.6K $916K
May 10, 2022 Q1 2022
Allen Capital Group, LLC

BUY
 -
8.67K
New
$404K - $458K
8.67K $544K
Apr 29, 2022 Q1 2022
Columbia Advisory Partners LLC

BUY
 -
8.56K
New
$399K - $452K
8.56K $537K
Apr 20, 2022 Q1 2022
Red Door Wealth Management, LLC

BUY
 -
8.56K
New
$399K - $452K
8.56K $537K
May 16, 2022 Q1 2022
Wealth Advisory Solutions, LLC

BUY
 -
8.53K
New
$398K - $450K
8.53K $535K
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
8.46K
+ 27.54%
$394K - $446K
39.2K $2.46M
Apr 07, 2022 Q1 2022
Rvw Wealth, LLC

BUY
 -
8.19K
+ 1.72%
$382K - $432K
483K $30.3M
May 12, 2022 Q1 2022
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
8.1K
New
$378K - $428K
8.1K $508K
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

BUY
 -
8.04K
+ 13.52%
$375K - $424K
67.5K $4.23M
May 12, 2022 Q1 2022
Cibc World Market Inc.

Toronto, A6
BUY
 -
7.94K
+ 113.69%
$370K - $419K
14.9K $936K
May 13, 2022 Q1 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
7.89K
+ 20.96%
$368K - $417K
45.6K $2.86M
Apr 20, 2022 Q1 2022
Objective Capital Management, LLC

BUY
 -
7.88K
+ 160.3%
$367K - $416K
12.8K $803K
Apr 19, 2022 Q1 2022
Wedbush Securities Inc

BUY
 -
7.19K
+ 19.88%
$335K - $379K
43.3K $2.72M
May 06, 2022 Q1 2022
Life Pro Asset Management

BUY
 -
7.15K
+ 70.23%
$333K - $377K
17.3K $1.09M
Apr 27, 2022 Q1 2022
Baker Tilly Wealth Management, LLC

BUY
 -
6.92K
New
$322K - $365K
6.92K $434K
Apr 25, 2022 Q1 2022
Castle Rock Wealth Management, LLC

BUY
 -
6.78K
+ 6.07%
$316K - $358K
119K $7.44M
May 12, 2022 Q1 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
6.59K
New
$307K - $348K
6.59K $414K
May 20, 2022 Q1 2022
Sawtooth Solutions, LLC

BUY
 -
6.43K
New
$300K - $340K
6.43K $403K
May 02, 2022 Q1 2022
Hudock, Inc.

BUY
 -
6.37K
New
$297K - $336K
6.37K $400K
May 13, 2022 Q1 2022
Bokf, Na

Tulsa, OK
BUY
 -
6.23K
New
$291K - $329K
6.23K $391K
May 09, 2022 Q1 2022
Lincoln National Corp

BUY
 -
6.1K
+ 13.12%
$284K - $322K
52.6K $3.3M
May 05, 2022 Q1 2022
Larson Financial Group LLC

BUY
 -
6K
+ 2985.57%
$280K - $317K
6.2K $389K
May 05, 2022 Q1 2022
True Wealth Advisors, LLC

BUY
 -
5.99K
New
$279K - $316K
5.99K $376K
Apr 06, 2022 Q1 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
5.96K
+ 11.06%
$278K - $315K
59.9K $3.75M
Apr 26, 2022 Q1 2022
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
5.96K
New
$278K - $315K
5.96K $374K
May 16, 2022 Q1 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
5.86K
New
$273K - $310K
5.86K $368K
Apr 21, 2022 Q1 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
5.86K
New
$273K - $309K
5.86K $367K

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