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 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
725+ 1.11% |
$29.3K - $35.6K
|
65.8K
$4.06M
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
717+ 1.94% |
$29K - $35.2K
|
37.7K
$2.33M
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
704+ 29.05% |
$28.5K - $34.6K
|
3.13K
$193K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
696+ 4.05% |
$28.1K - $34.2K
|
17.9K
$1.1M
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
692+ 7.56% |
$28K - $34K
|
9.85K
$608K
|
|
Jul 18, 2022
Q2 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
684+ 4.67% |
$27.6K - $33.6K
|
15.3K
$946K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
657+ 65700.0% |
$26.6K - $32.3K
|
658
$40.6K
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
BUY
|
- |
636+ 12.07% |
$25.7K - $31.2K
|
5.91K
$365K
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
632+ 10.89% |
$25.5K - $31K
|
6.44K
$397K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
616+ 258.82% |
$24.9K - $30.3K
|
854
$52.7K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
570+ 0.63% |
$23K - $28K
|
91K
$5.62M
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
560+ 11.93% |
$22.6K - $27.5K
|
5.25K
$324K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
555+ 6.85% |
$22.4K - $27.3K
|
8.65K
$534K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
535+ 1.07% |
$21.6K - $26.3K
|
50.6K
$3.12M
|
|
Aug 15, 2022
Q2 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
522+ 11.25% |
$21.1K - $25.6K
|
5.16K
$318K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
499+ 3.69% |
$20.2K - $24.5K
|
14K
$866K
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
482+ 0.32% |
$19.5K - $23.7K
|
151K
$9.3M
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
480+ 1.88% |
$19.4K - $23.6K
|
26K
$1.6M
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
476+ 2.65% |
$19.2K - $23.4K
|
18.5K
$1.14M
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
429+ 3.46% |
$17.3K - $21.1K
|
12.8K
$791K
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
400+ 4.64% |
$16.2K - $19.6K
|
9.03K
$557K
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
393New |
$15.9K - $19.3K
|
393
$24.3K
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
BUY
|
- |
325+ 5.63% |
$13.1K - $16K
|
6.1K
$376K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
323+ 2.14% |
$13.1K - $15.9K
|
15.4K
$951K
|
|
Aug 15, 2022
Q2 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
303+ 0.06% |
$12.2K - $14.9K
|
473K
$29.2M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
299+ 5.89% |
$12.1K - $14.7K
|
5.37K
$332K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
278+ 205.93% |
$11.2K - $13.7K
|
413
$25.5K
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
271+ 5.38% |
$11K - $13.3K
|
5.31K
$327K
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
255+ 0.59% |
$10.3K - $12.5K
|
43.1K
$2.66M
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
246+ 1.22% |
$9.94K - $12.1K
|
20.4K
$1.26M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
228+ 2.98% |
$9.22K - $11.2K
|
7.89K
$487K
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
203+ 0.3% |
$8.21K - $9.97K
|
67.9K
$4.19M
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
200New |
$8.08K - $9.82K
|
200
$12.3K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
185New |
$7.48K - $9.09K
|
185
$11.4K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
164+ 33.61% |
$6.63K - $8.06K
|
652
$40.2K
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
160+ 2.3% |
$6.47K - $7.86K
|
7.13K
$440K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
100+ 0.32% |
$4.04K - $4.91K
|
31.3K
$1.93M
|
|
Aug 17, 2022
Q2 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
100+ 1.7% |
$4.04K - $4.91K
|
5.99K
$369K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
100+ 1.45% |
$4.04K - $4.91K
|
7.02K
$433K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
91New |
$3.68K - $4.47K
|
91
$5.62K
|
|
Aug 11, 2022
Q2 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
69+ 0.08% |
$2.79K - $3.39K
|
91.7K
$5.66M
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
60+ 2.95% |
$2.43K - $2.95K
|
2.1K
$129K
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
52+ 0.68% |
$2.1K - $2.55K
|
7.69K
$474K
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
41+ 0.09% |
$1.66K - $2.01K
|
45.9K
$2.83M
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
29+ 0.11% |
$1.17K - $1.42K
|
26K
$1.6M
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-15- 0.11% |
$606 - $737
|
13.1K
$807K
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-16- 0.17% |
$647 - $786
|
9.3K
$574K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-70- 1.06% |
$2.83K - $3.44K
|
6.52K
$403K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-90- 1.44% |
$3.64K - $4.42K
|
6.14K
$379K
|