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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.6K+ 27.53% |
$105K - $128K
|
12K
$767K
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.58K+ 24.51% |
$104K - $127K
|
13.1K
$835K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.54K+ 5.79% |
$103K - $125K
|
46.4K
$2.96M
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
2.54K+ 10.57% |
$102K - $125K
|
26.5K
$1.69M
|
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.36K+ 4.93% |
$95.4K - $116K
|
50.2K
$3.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 16.32% |
$94K - $114K
|
16.6K
$1.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.17K+ 36.42% |
$87.8K - $107K
|
8.14K
$518K
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
2.14K+ 2.95% |
$86.3K - $105K
|
74.5K
$4.75M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.14K+ 263.91% |
$86.3K - $105K
|
2.94K
$188K
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.11K+ 12.5% |
$85.1K - $103K
|
19K
$1.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.08K+ 2.79% |
$84K - $102K
|
76.5K
$4.87M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.06KNew |
$83.3K - $101K
|
2.06K
$131K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 34.41% |
$82.3K - $100K
|
7.96K
$507K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.98K+ 1.68% |
$80.2K - $97.4K
|
120K
$7.66M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1.88K+ 15.13% |
$75.9K - $92.2K
|
14.3K
$910K
|
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 4.76% |
$72.7K - $88.4K
|
39.6K
$2.52M
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
1.76K+ 4.06% |
$70.9K - $86.2K
|
45K
$2.87M
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1.68K+ 13.16% |
$68.1K - $82.7K
|
14.5K
$923K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.65K+ 4.53% |
$66.5K - $80.9K
|
38K
$2.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.64K+ 1.52% |
$66.2K - $80.5K
|
109K
$6.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.62K+ 2.47% |
$65.5K - $79.6K
|
67.1K
$4.28M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.57K+ 1.59% |
$63.4K - $77.1K
|
100K
$6.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.43K+ 1.98% |
$57.6K - $70K
|
73.3K
$4.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1.38K+ 1.58% |
$55.9K - $67.9K
|
88.8K
$5.66M
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.35K+ 28.27% |
$54.6K - $66.3K
|
6.13K
$390K
|
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 4.2% |
$54.6K - $66.3K
|
33.5K
$2.13M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.35K+ 10.46% |
$54.5K - $66.2K
|
14.2K
$907K
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.3K+ 28.41% |
$52.5K - $63.8K
|
5.87K
$374K
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.27K+ 12.97% |
$51.3K - $62.3K
|
11.1K
$704K
|
|
|
Aug 03, 2022
Q2 2022
|
Wealth Effects LLC
|
BUY
|
- |
1.26K+ 3.91% |
$50.8K - $61.8K
|
33.4K
$2.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.19K+ 21.39% |
$48.2K - $58.6K
|
6.77K
$431K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.17K+ 13.76% |
$47.3K - $57.5K
|
9.68K
$617K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.17K+ 2.99% |
$47.3K - $57.5K
|
40.3K
$2.57M
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.17K+ 6.9% |
$47.1K - $57.2K
|
18K
$1.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.16K+ 259.51% |
$46.9K - $57K
|
1.61K
$102K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.15K+ 1.64% |
$46.5K - $56.5K
|
71.3K
$4.54M
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
1.14K+ 20.18% |
$46.2K - $56.1K
|
6.8K
$433K
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 1.59% |
$46K - $55.8K
|
72.7K
$4.63M
|
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.1K+ 2.56% |
$44.5K - $54.1K
|
44.2K
$2.82M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.08K+ 20.81% |
$43.5K - $52.8K
|
6.24K
$398K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.05K+ 2.73% |
$42.3K - $51.4K
|
39.4K
$2.51M
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
977+ 2.27% |
$39.5K - $48K
|
44K
$2.8M
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
911+ 4.42% |
$36.8K - $44.7K
|
21.5K
$1.37M
|
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
836+ 17.12% |
$33.8K - $41.1K
|
5.72K
$364K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
801+ 1.16% |
$32.4K - $39.3K
|
69.8K
$4.45M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
786+ 6.68% |
$31.8K - $38.6K
|
12.5K
$799K
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
769+ 0.48% |
$31.1K - $37.8K
|
163K
$10.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
768+ 44.78% |
$31K - $37.7K
|
2.48K
$158K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
767+ 3.02% |
$31K - $37.7K
|
26.2K
$1.67M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
750+ 12.16% |
$30.3K - $36.8K
|
6.92K
$441K
|