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 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-70.1K- 1.81% |
$2.83M - $3.44M
|
3.81M
$242M
|
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-74.8KClosed |
$3.02M - $3.68M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-84.5K- 13.41% |
$3.41M - $4.15M
|
545K
$34.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-88.8K- 43.54% |
$3.59M - $4.36M
|
115K
$7.33M
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-95.1KClosed |
$3.85M - $4.67M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-103K- 8.28% |
$4.16M - $5.05M
|
1.14M
$72.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-103K- 94.7% |
$4.17M - $5.07M
|
5.77K
$368K
|
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-105KClosed |
$4.23M - $5.14M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-108K- 83.5% |
$4.37M - $5.31M
|
21.4K
$1.36M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-108K- 83.43% |
$4.38M - $5.33M
|
21.5K
$1.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-114K- 1.64% |
$4.59M - $5.58M
|
6.83M
$435M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-129K- 2.74% |
$5.2M - $6.31M
|
4.57M
$291M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-145K- 67.73% |
$5.85M - $7.11M
|
69K
$4.39M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-197K- 7.73% |
$7.96M - $9.67M
|
2.35M
$150M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-207K- 48.62% |
$8.36M - $10.2M
|
219K
$13.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-210K- 64.96% |
$8.47M - $10.3M
|
113K
$7.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-224KClosed |
$9.05M - $11M
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-241K- 96.52% |
$9.73M - $11.8M
|
8.69K
$554K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-249K- 5.04% |
$10.1M - $12.2M
|
4.69M
$299M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-265K- 6.89% |
$10.7M - $13M
|
3.58M
$228M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-288KClosed |
$11.6M - $14.1M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
SELL
|
- |
-298K- 95.24% |
$12M - $14.6M
|
14.9K
$948K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-333K- 99.28% |
$13.5M - $16.4M
|
2.41K
$153K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-336K- 10.3% |
$13.6M - $16.5M
|
2.92M
$186M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-342K- 15.66% |
$13.8M - $16.8M
|
1.84M
$117M
|
|
|
Jul 27, 2022
Q2 2022
|
Presidio Capital Management, LLC
|
SELL
|
- |
-382KClosed |
$15.4M - $18.8M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-382KClosed |
$15.4M - $18.8M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-424K- 98.08% |
$17.1M - $20.8M
|
8.31K
$529K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-506K- 97.48% |
$20.5M - $24.9M
|
13.1K
$835K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-581K- 34.83% |
$23.5M - $28.5M
|
1.09M
$69.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-637K- 10.61% |
$25.7M - $31.3M
|
5.36M
$342M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-657K- 4.43% |
$26.6M - $32.3M
|
14.2M
$904M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-657K- 4.43% |
$26.6M - $32.3M
|
14.2M
$904M
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-773K- 98.18% |
$31.2M - $38M
|
14.4K
$915K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.16M- 10.98% |
$46.9M - $57M
|
9.41M
$599M
|
|
|
Jul 29, 2022
Q2 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.16M- 98.39% |
$47M - $57.1M
|
19.1K
$1.22M
|