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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-20.6K- 5.12% |
$961K - $1.09M
|
382K
$24M
|
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-21.3K- 54.94% |
$995K - $1.13M
|
17.5K
$1.1M
|
|
|
Jun 08, 2022
Q1 2022
|
Presidio Capital Management, LLC
|
SELL
|
- |
-22.2K- 5.5% |
$1.04M - $1.17M
|
382K
$24M
|
|
|
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-24.1K- 6.89% |
$1.12M - $1.27M
|
326K
$20.4M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
-24.6K- 6.83% |
$1.15M - $1.3M
|
336K
$21.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-26.7KClosed |
$1.24M - $1.41M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-27.8K- 31.64% |
$1.29M - $1.47M
|
60K
$3.76M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-30.7K- 43.01% |
$1.43M - $1.62M
|
40.6K
$2.55M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-30.9K- 10.37% |
$1.44M - $1.63M
|
267K
$16.7M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-36.7K- 32.98% |
$1.71M - $1.94M
|
74.7K
$4.68M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-45.1K- 33.46% |
$2.1M - $2.38M
|
89.7K
$5.63M
|
|
|
May 12, 2022
Q1 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-52.6K- 9.6% |
$2.45M - $2.78M
|
496K
$31.1M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-65.7K- 12.23% |
$3.06M - $3.47M
|
472K
$29.6M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-77.5K- 45.38% |
$3.62M - $4.09M
|
93.3K
$5.85M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-77.5K- 45.38% |
$3.62M - $4.09M
|
93.3K
$5.85M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-81.6KClosed |
$3.8M - $4.31M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-104K- 62.24% |
$4.86M - $5.5M
|
63.2K
$3.96M
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-127K- 95.02% |
$5.94M - $6.72M
|
6.67K
$418K
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-129K- 61.04% |
$6.01M - $6.8M
|
82.2K
$5.16M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-160KClosed |
$7.45M - $8.44M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-363KClosed |
$16.9M - $19.2M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-522K- 95.27% |
$24.3M - $27.6M
|
26K
$1.63M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-575KClosed |
$26.8M - $30.4M
|
0
$0
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.81M- 97.91% |
$131M - $148M
|
60.1K
$3.77M
|