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 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
425+ 21.27% |
$19.8K - $22.4K
|
2.42K
$152K
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
409New |
$19.1K - $21.6K
|
409
$25.7K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
394+ 2.11% |
$18.4K - $20.8K
|
19K
$1.19M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
375+ 0.58% |
$17.5K - $19.8K
|
65.5K
$4.11M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
332+ 2.64% |
$15.5K - $17.5K
|
12.9K
$809K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
300+ 34.97% |
$14K - $15.8K
|
1.16K
$72.6K
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
224New |
$10.4K - $11.8K
|
224
$14.1K
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
215+ 1.29% |
$10K - $11.3K
|
16.9K
$1.06M
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
205+ 2.76% |
$9.56K - $10.8K
|
7.64K
$479K
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
200+ 3.57% |
$9.32K - $10.6K
|
5.81K
$364K
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
200+ 4.27% |
$9.32K - $10.6K
|
4.88K
$306K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
195New |
$9.09K - $10.3K
|
195
$12.2K
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
171+ 371.74% |
$7.97K - $9.03K
|
217
$13.6K
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
133+ 3.16% |
$6.2K - $7.02K
|
4.35K
$273K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
110New |
$5.13K - $5.81K
|
110
$6.9K
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
110New |
$5.13K - $5.81K
|
110
$6.9K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
105New |
$4.9K - $5.54K
|
105
$6.59K
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
105+ 0.07% |
$4.9K - $5.54K
|
150K
$9.43M
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
100+ 90.91% |
$4.66K - $5.28K
|
210
$13.2K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
94New |
$4.38K - $4.96K
|
94
$5.9K
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
80+ 0.07% |
$3.73K - $4.22K
|
114K
$7.16M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
71+ 0.47% |
$3.31K - $3.75K
|
15.2K
$952K
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
54+ 0.22% |
$2.52K - $2.85K
|
24.7K
$1.55M
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
35+ 0.55% |
$1.63K - $1.85K
|
6.41K
$402K
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
26+ 0.59% |
$1.21K - $1.37K
|
4.46K
$279K
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12+ 0.24% |
$559 - $633
|
5.07K
$318K
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7+ 0.1% |
$326 - $370
|
6.97K
$437K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7+ 5.11% |
$326 - $370
|
144
$9.03K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.11% |
$46.6 - $52.8
|
902
$56.6K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-1Closed |
$46.6 - $52.8
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-17- 4.3% |
$793 - $897
|
378
$23.7K
|
|
Apr 26, 2022
Q1 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-21- 0.46% |
$979 - $1.11K
|
4.58K
$287K
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
SELL
|
- |
-95- 0.29% |
$4.43K - $5.02K
|
32.2K
$2.02M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-97- 2.32% |
$4.52K - $5.12K
|
4.08K
$256K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-102- 99.03% |
$4.76K - $5.38K
|
1
$62.7
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-109- 27.18% |
$5.08K - $5.75K
|
292
$18.3K
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-123- 2.56% |
$5.73K - $6.49K
|
4.68K
$293K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-151- 3.98% |
$7.04K - $7.97K
|
3.64K
$228K
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-185- 1.02% |
$8.62K - $9.77K
|
18K
$1.13M
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-200- 2.22% |
$9.32K - $10.6K
|
8.8K
$552K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-223- 14.01% |
$10.4K - $11.8K
|
1.37K
$85.9K
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-249- 0.07% |
$11.6K - $13.1K
|
381K
$23.9M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-286Closed |
$13.3K - $15.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-292- 0.32% |
$13.6K - $15.4K
|
91.6K
$5.75M
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-292- 2.78% |
$13.6K - $15.4K
|
10.2K
$640K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-335- 50.45% |
$15.6K - $17.7K
|
329
$20.6K
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-341- 0.19% |
$15.9K - $18K
|
177K
$11.1M
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-412- 7.92% |
$19.2K - $21.7K
|
4.79K
$301K
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-500- 3.42% |
$23.3K - $26.4K
|
14.1K
$884K
|