Purchases and Sales Made in Q3 2021 in First Trust Rising Dividend Ac (RDVY)

RDVY Quotes by TradingView

This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q3 2021. 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
Oct 18, 2021 Q3 2021
Asset Dedication, LLC

BUY
 -
3.67K
New
$170K - $183K
3.67K $219K
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
3.63K
+ 446.8%
$168K - $181K
4.44K $265K
Nov 15, 2021 Q3 2021
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
3.62K
+ 46.11%
$168K - $181K
11.5K $686K
Nov 15, 2021 Q3 2021
Claro Advisors LLC

Boston, MA
BUY
 -
3.6K
+ 25.91%
$167K - $180K
17.5K $1.05M
Oct 18, 2021 Q3 2021
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
3.57K
+ 47.71%
$166K - $178K
11K $659K
Nov 03, 2021 Q3 2021
Harvest Group Wealth Management, LLC

BUY
 -
3.55K
+ 2.83%
$165K - $177K
129K $7.71M
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.2K
+ 25.57%
$149K - $160K
15.7K $938K
Oct 28, 2021 Q3 2021
Capital Investment Advisory Services, LLC

BUY
 -
3.06K
+ 39.64%
$142K - $152K
10.8K $643K
Oct 08, 2021 Q3 2021
Hbw Advisory Services LLC

BUY
 -
2.91K
+ 21.0%
$135K - $145K
16.8K $1M
Oct 14, 2021 Q3 2021
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
2.79K
+ 9.21%
$129K - $139K
33K $1.97M
Oct 22, 2021 Q3 2021
Lineweaver Wealth Advisors, LLC

BUY
 -
2.74K
+ 4.16%
$127K - $137K
68.6K $4.1M
Oct 14, 2021 Q3 2021
Purus Wealth Management, LLC

BUY
 -
2.58K
+ 4.24%
$120K - $129K
63.4K $3.78M
Nov 15, 2021 Q3 2021
Titus Wealth Management

Larskpur, CA
BUY
 -
2.57K
+ 9.62%
$119K - $128K
29.3K $1.75M
Nov 01, 2021 Q3 2021
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
2.45K
+ 5.52%
$114K - $122K
46.8K $2.79M
Oct 21, 2021 Q3 2021
Total Clarity Wealth Management, Inc.

BUY
 -
2.45K
+ 3.27%
$114K - $122K
77.3K $4.61M
Nov 05, 2021 Q3 2021
Sandy Spring Bank

BUY
 -
2.29K
New
$106K - $114K
2.29K $137K
Nov 15, 2021 Q3 2021
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
2.27K
+ 93.71%
$105K - $113K
4.68K $280K
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

BUY
 -
2.15K
+ 21.27%
$100K - $108K
12.3K $733K
Nov 04, 2021 Q3 2021
Accel Wealth Management

BUY
 -
2.13K
+ 9.23%
$98.9K - $106K
25.2K $1.51M
Nov 12, 2021 Q3 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
2.08K
+ 488.94%
$96.5K - $104K
2.5K $149K
Nov 15, 2021 Q3 2021
Founders Financial Securities LLC

BUY
 -
2.07K
+ 6.22%
$95.9K - $103K
35.3K $2.11M
Oct 19, 2021 Q3 2021
Central Trust CO

Jefferson City, MO
BUY
 -
1.94K
New
$90.2K - $96.9K
1.94K $116K
Oct 26, 2021 Q3 2021
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
1.94K
+ 2.54%
$90K - $96.8K
78.1K $4.67M
Oct 27, 2021 Q3 2021
Westside Investment Management, Inc.

BUY
 -
1.94K
+ 70.85%
$89.9K - $96.7K
4.67K $279K
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
1.92K
+ 10.27%
$89.1K - $95.7K
20.6K $1.23M
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

BUY
 -
1.69K
+ 54.55%
$78.3K - $84.1K
4.78K $285K
Nov 03, 2021 Q3 2021
Wade G W & Inc

Wellesley, MA
BUY
 -
1.65K
+ 23.26%
$76.4K - $82.1K
8.72K $521K
Nov 12, 2021 Q3 2021
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
1.64K
New
$76.1K - $81.8K
1.64K $97.9K
Nov 08, 2021 Q3 2021
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
1.57K
+ 23.73%
$72.7K - $78.2K
8.16K $488K
Nov 15, 2021 Q3 2021
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
1.56K
+ 31.21%
$72.4K - $77.9K
6.56K $392K
Nov 08, 2021 Q3 2021
Stonebridge Financial Planning Group, LLC

BUY
 -
1.42K
+ 75.53%
$65.9K - $70.9K
3.3K $197K
Nov 12, 2021 Q3 2021
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
1.36K
+ 10.85%
$63.1K - $67.8K
13.9K $829K
Nov 15, 2021 Q3 2021
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
1.3K
+ 14.72%
$60.5K - $65K
10.2K $606K
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

BUY
 -
1.27K
+ 24.65%
$59K - $63.4K
6.42K $384K
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
1.05K
+ 3.26%
$48.5K - $52.2K
33.1K $1.98M
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

BUY
 -
986
+ 162.98%
$45.8K - $49.2K
1.59K $95K
Nov 10, 2021 Q3 2021
Wellington Shields & Co., LLC

New York, NY
BUY
 -
917
+ 6.89%
$42.6K - $45.8K
14.2K $849K
Nov 12, 2021 Q3 2021
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
793
+ 2.77%
$36.8K - $39.6K
29.4K $1.76M
Nov 01, 2021 Q3 2021
Element Wealth, LLC

BUY
 -
730
New
$33.9K - $36.4K
730 $43.6K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
700
+ 372.34%
$32.5K - $34.9K
888 $53K
Nov 12, 2021 Q3 2021
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
605
+ 12.62%
$28.1K - $30.2K
5.4K $322K
Dec 10, 2021 Q3 2021
Jackson Wealth Management, LLC

BUY
 -
583
+ 6.18%
$27.1K - $29.1K
10K $598K
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
540
+ 3.34%
$25.1K - $27K
16.7K $998K
Oct 29, 2021 Q3 2021
Harvest Investment Services, LLC

BUY
 -
427
+ 1.23%
$19.8K - $21.3K
35.1K $2.1M
Oct 26, 2021 Q3 2021
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
426
New
$19.8K - $21.3K
426 $25.4K
Nov 08, 2021 Q3 2021
Meeder Asset Management Inc

BUY
 -
401
New
$18.6K - $20K
401 $23.9K
Nov 08, 2021 Q3 2021
Aft, Forsyth & Company, Inc.

BUY
 -
347
+ 7.8%
$16.1K - $17.3K
4.8K $286K
Nov 15, 2021 Q3 2021
Claraphi Advisory Network, LLC

BUY
 -
336
+ 2.72%
$15.6K - $16.8K
12.7K $759K
Oct 22, 2021 Q3 2021
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
301
+ 1.08%
$14K - $15K
28.2K $1.69M

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