Purchases and Sales Made in Q2 2022 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q2 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 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.23K+ 100.1% |
$333K - $404K
|
16.5K
$1.02M
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
8.17K+ 6.76% |
$330K - $401K
|
129K
$7.97M
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8.11K+ 39.04% |
$328K - $399K
|
28.9K
$1.78M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.98K+ 21.35% |
$323K - $392K
|
45.4K
$2.8M
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.79K+ 35.81% |
$315K - $382K
|
29.5K
$1.82M
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.79K+ 35.81% |
$315K - $382K
|
29.5K
$1.82M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.46K+ 15.84% |
$301K - $366K
|
54.6K
$3.37M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.44K+ 16.65% |
$301K - $365K
|
52.1K
$3.22M
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.43KNew |
$300K - $365K
|
7.43K
$458K
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
7.33KNew |
$296K - $360K
|
7.33K
$453K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.6K+ 23.77% |
$267K - $324K
|
34.3K
$2.12M
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
6.48K+ 2.76% |
$262K - $318K
|
241K
$14.9M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.3K+ 44.06% |
$255K - $309K
|
20.6K
$1.27M
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.18K+ 1.9% |
$250K - $304K
|
332K
$20.5M
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.9K+ 11.31% |
$238K - $290K
|
58K
$3.58M
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.63K+ 7.17% |
$228K - $277K
|
84.2K
$5.2M
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.48KNew |
$221K - $269K
|
5.48K
$338K
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.22K+ 3.57% |
$211K - $256K
|
151K
$9.35M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.08K+ 0.3% |
$205K - $250K
|
1.7M
$105M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.06K+ 5.36% |
$204K - $248K
|
99.4K
$6.13M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.01K+ 2.78% |
$203K - $246K
|
185K
$11.4M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.97K+ 13.95% |
$201K - $244K
|
40.6K
$2.5M
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
4.95K+ 24.03% |
$200K - $243K
|
25.6K
$1.58M
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.93K+ 49.55% |
$199K - $242K
|
14.9K
$918K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
4.84K+ 118.12% |
$196K - $238K
|
8.93K
$551K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.74K+ 9.7% |
$191K - $233K
|
53.6K
$3.31M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.73K+ 50.12% |
$191K - $232K
|
14.2K
$874K
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.72K+ 55.1% |
$191K - $232K
|
13.3K
$820K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
4.65K+ 25.17% |
$188K - $228K
|
23.1K
$1.43M
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.54K+ 3.59% |
$184K - $223K
|
131K
$8.09M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.47K+ 2.41% |
$181K - $219K
|
190K
$11.7M
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
4.4K+ 2.38% |
$178K - $216K
|
189K
$11.7M
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
4.29KNew |
$173K - $211K
|
4.29K
$265K
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.28K+ 23.08% |
$173K - $210K
|
22.8K
$1.41M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.27K+ 50.24% |
$172K - $210K
|
12.8K
$787K
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.27K+ 50.24% |
$172K - $210K
|
12.8K
$787K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.24K+ 9.79% |
$172K - $208K
|
47.6K
$2.94M
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.67K+ 0.74% |
$148K - $180K
|
499K
$30.8M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
3.62K+ 1.83% |
$146K - $178K
|
201K
$12.4M
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.5K+ 19.13% |
$142K - $172K
|
21.8K
$1.35M
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
3.43K+ 35.33% |
$139K - $168K
|
13.1K
$811K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.4KNew |
$137K - $167K
|
3.4K
$210K
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
3.31K+ 27.49% |
$134K - $163K
|
15.4K
$948K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.26KNew |
$132K - $160K
|
3.26K
$201K
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.2K+ 3.72% |
$130K - $157K
|
89.3K
$5.51M
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.19K+ 13.08% |
$129K - $156K
|
27.5K
$1.7M
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.02K+ 4.78% |
$122K - $148K
|
66.2K
$4.09M
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.94K+ 28.85% |
$119K - $145K
|
13.1K
$811K
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 20.21% |
$115K - $140K
|
17K
$1.05M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 14.72% |
$105K - $128K
|
20.3K
$1.25M
|