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 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.54K+ 4.69% |
$119K - $134K
|
56.7K
$3.41M
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
2.51K+ 31.52% |
$117K - $133K
|
10.5K
$630K
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.49K+ 33.38% |
$116K - $131K
|
9.95K
$597K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.23K+ 29.75% |
$104K - $117K
|
9.7K
$583K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.22K+ 43.36% |
$103K - $117K
|
7.34K
$441K
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
2.21K+ 12.96% |
$103K - $117K
|
19.3K
$1.16M
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
2.2K+ 28.52% |
$103K - $116K
|
9.93K
$596K
|
|
Apr 14, 2022
Q1 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
2.18K+ 3.48% |
$102K - $115K
|
64.8K
$3.89M
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
2.15K+ 1.28% |
$100K - $114K
|
170K
$10.2M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.14K+ 13.25% |
$99.9K - $113K
|
18.3K
$1.1M
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 2.8% |
$90.8K - $103K
|
71.5K
$4.29M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 44.05% |
$84.4K - $95.5K
|
5.92K
$355K
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
1.72K+ 38.54% |
$80K - $90.6K
|
6.17K
$370K
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.72KNew |
$80K - $90.5K
|
1.72K
$103K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.61KNew |
$75.2K - $85.2K
|
1.61K
$96.8K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 14.21% |
$68.2K - $77.2K
|
11.8K
$706K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1.43K+ 1.6% |
$66.4K - $75.2K
|
90.5K
$5.43M
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.4K+ 14.47% |
$65K - $73.6K
|
11K
$663K
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
BUY
|
- |
1.38K+ 35.4% |
$64.2K - $72.7K
|
5.27K
$316K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.34K+ 3.83% |
$62.5K - $70.7K
|
36.3K
$2.18M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.33K+ 11.31% |
$62K - $70.2K
|
13.1K
$786K
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
1.26K+ 20.08% |
$58.7K - $66.5K
|
7.54K
$452K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.24KNew |
$57.6K - $65.2K
|
1.24K
$74.2K
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 4.63% |
$57.4K - $65K
|
27.8K
$1.67M
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.23K+ 7.88% |
$57.4K - $65K
|
16.9K
$1.01M
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.22K+ 7.61% |
$56.6K - $64.1K
|
17.2K
$1.03M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.16K+ 2.66% |
$54K - $61.2K
|
44.7K
$2.68M
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.11K+ 3.62% |
$51.8K - $58.7K
|
31.9K
$1.91M
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
1.07K+ 5.45% |
$49.7K - $56.2K
|
20.6K
$1.24M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.06KNew |
$49.2K - $55.7K
|
1.06K
$63.4K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.04K+ 6.01% |
$48.4K - $54.8K
|
18.3K
$1.1M
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.04K+ 22.86% |
$48.3K - $54.7K
|
5.57K
$335K
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.02K+ 8.95% |
$47.4K - $53.7K
|
12.4K
$744K
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.02K+ 11.94% |
$47.3K - $53.6K
|
9.52K
$571K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
966+ 51.71% |
$45K - $51K
|
2.83K
$170K
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
882+ 4.47% |
$41.1K - $46.6K
|
20.6K
$1.24M
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
875+ 4.54% |
$40.8K - $46.2K
|
20.2K
$1.21M
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
864+ 73.72% |
$40.3K - $45.6K
|
2.04K
$122K
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
855+ 10.3% |
$39.9K - $45.1K
|
9.15K
$550K
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
854+ 5.65% |
$39.8K - $45.1K
|
16K
$958K
|
|
May 27, 2022
Q1 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
836+ 16.56% |
$39K - $44.1K
|
5.89K
$353K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
769+ 16.03% |
$35.9K - $40.6K
|
5.57K
$334K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
745New |
$34.7K - $39.3K
|
745
$44.7K
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
672+ 6.42% |
$31.3K - $35.5K
|
11.1K
$668K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
647+ 8.68% |
$30.2K - $34.2K
|
8.1K
$486K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
615+ 17.02% |
$28.7K - $32.5K
|
4.23K
$254K
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
610+ 1.0% |
$28.4K - $32.2K
|
61.3K
$3.68M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
604+ 7.93% |
$28.2K - $31.9K
|
8.22K
$494K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
556New |
$25.9K - $29.4K
|
556
$33.4K
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
450+ 6.9% |
$21K - $23.8K
|
6.97K
$418K
|