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 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.81K+ 22.63% |
$271K - $306K
|
31.5K
$1.97M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.8K+ 20.2% |
$271K - $306K
|
34.5K
$2.17M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.73KNew |
$267K - $302K
|
5.73K
$359K
|
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
5.66KNew |
$264K - $299K
|
5.66K
$355K
|
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.6K+ 13.92% |
$261K - $296K
|
45.8K
$2.88M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.51K+ 48.98% |
$257K - $291K
|
16.8K
$1.05M
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
5.38KNew |
$251K - $284K
|
5.38K
$337K
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
5.33KNew |
$248K - $281K
|
5.33K
$334K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.24K+ 3.42% |
$244K - $277K
|
159K
$9.95M
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
5.24K+ 26.31% |
$244K - $277K
|
25.2K
$1.58M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.23KNew |
$244K - $276K
|
5.23K
$328K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
5.18K+ 13.6% |
$241K - $273K
|
43.2K
$2.71M
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.17K+ 1.28% |
$241K - $273K
|
408K
$25.6M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5.17KNew |
$241K - $273K
|
5.17K
$324K
|
|
|
May 16, 2022
Q1 2022
|
1776 Wealth LLC
|
BUY
|
- |
5.03KNew |
$234K - $265K
|
5.03K
$315K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5K+ 36.94% |
$233K - $264K
|
18.5K
$1.16M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.89K+ 79.64% |
$228K - $258K
|
11K
$692K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.84K+ 85.01% |
$225K - $255K
|
10.5K
$660K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.82K+ 23.32% |
$225K - $255K
|
25.5K
$1.6M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4.79K+ 102.61% |
$223K - $253K
|
9.47K
$594K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.79K+ 5.09% |
$223K - $253K
|
98.9K
$6.2M
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
4.78KNew |
$223K - $252K
|
4.78K
$300K
|
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.69KNew |
$219K - $248K
|
4.69K
$294K
|
|
|
May 10, 2022
Q1 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.64KNew |
$216K - $245K
|
4.64K
$291K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
4.63K+ 12.66% |
$216K - $244K
|
41.2K
$2.58M
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.62K+ 32.02% |
$215K - $244K
|
19K
$1.19M
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.57KNew |
$213K - $241K
|
4.57K
$287K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
4.56K+ 115.28% |
$212K - $241K
|
8.51K
$534K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.55K+ 33.9% |
$212K - $240K
|
18K
$1.13M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.43KNew |
$207K - $234K
|
4.43K
$278K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.34KNew |
$203K - $229K
|
4.34K
$272K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.3K+ 13.12% |
$200K - $227K
|
37K
$2.32M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.1K+ 3.65% |
$191K - $217K
|
116K
$7.31M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.95K+ 2.24% |
$184K - $208K
|
180K
$11.3M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3.94K+ 14.17% |
$184K - $208K
|
31.7K
$1.99M
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
3.84K+ 19.06% |
$179K - $203K
|
24K
$1.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.79K+ 6.39% |
$177K - $200K
|
63.2K
$3.96M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.63K+ 74.68% |
$169K - $192K
|
8.49K
$533K
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.63K+ 34.63% |
$169K - $191K
|
14.1K
$884K
|
|
|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.6K+ 32.65% |
$168K - $190K
|
14.6K
$918K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.39K+ 14.81% |
$158K - $179K
|
26.3K
$1.65M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.33K+ 28.38% |
$155K - $176K
|
15.1K
$946K
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
3.18K+ 35.79% |
$148K - $168K
|
12K
$756K
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
BUY
|
- |
3.07K+ 12.76% |
$143K - $162K
|
27.1K
$1.7M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3K+ 13.8% |
$140K - $158K
|
24.7K
$1.55M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.85K+ 212.43% |
$133K - $151K
|
4.2K
$263K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.71K+ 4.35% |
$126K - $143K
|
65K
$4.08M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
2.67K+ 9.35% |
$124K - $141K
|
31.2K
$1.96M
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.6K+ 0.91% |
$121K - $137K
|
289K
$18.2M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.54K+ 4.69% |
$119K - $134K
|
56.7K
$3.56M
|