Purchases and Sales Made in Q4 2021 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
87.7K+ 766.72% |
$4.18M - $4.57M
|
99.1K
$5.95M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
85.9K+ 1460.81% |
$4.09M - $4.47M
|
91.8K
$5.51M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
83.3K+ 38.91% |
$3.97M - $4.33M
|
297K
$17.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
81.3K+ 1258.82% |
$3.88M - $4.23M
|
87.8K
$5.27M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
81.1K+ 267.17% |
$3.86M - $4.22M
|
111K
$6.69M
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
76.5KNew |
$3.65M - $3.98M
|
76.5K
$4.59M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
76K+ 47.72% |
$3.62M - $3.96M
|
235K
$14.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
75.8K+ 82.82% |
$3.61M - $3.95M
|
167K
$10.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
73.7K+ 104.2% |
$3.51M - $3.84M
|
144K
$8.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
73.7K+ 31.82% |
$3.51M - $3.83M
|
305K
$18.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
65KNew |
$3.1M - $3.39M
|
65K
$3.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
64.1K+ 15.27% |
$3.05M - $3.34M
|
484K
$29M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
62.1K+ 720.04% |
$2.96M - $3.23M
|
70.7K
$4.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
59.5KNew |
$2.83M - $3.1M
|
59.5K
$3.57M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
59.4KNew |
$2.83M - $3.09M
|
59.4K
$3.57M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
57.5K+ 74.44% |
$2.74M - $2.99M
|
135K
$8.09M
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
52.9KNew |
$2.52M - $2.75M
|
52.9K
$3.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
52.9KNew |
$2.52M - $2.75M
|
52.9K
$3.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
52.6K+ 35.83% |
$2.51M - $2.74M
|
199K
$12M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.6KNew |
$2.41M - $2.63M
|
50.6K
$3.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
49.2K+ 19.63% |
$2.34M - $2.56M
|
300K
$18M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48.3K+ 12.3% |
$2.3M - $2.52M
|
441K
$26.5M
|
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
BUY
|
- |
47.1K+ 41.5% |
$2.25M - $2.45M
|
161K
$9.65M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
44.9K+ 45.97% |
$2.14M - $2.33M
|
142K
$8.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
42.9K+ 14.76% |
$2.04M - $2.23M
|
334K
$20M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.5K+ 22.6% |
$1.98M - $2.16M
|
225K
$13.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
40.8KNew |
$1.94M - $2.12M
|
40.8K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
39.6K+ 34.78% |
$1.89M - $2.06M
|
153K
$9.21M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
37.6K+ 510.02% |
$1.79M - $1.96M
|
45K
$2.7M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
37.3K+ 20.17% |
$1.78M - $1.94M
|
223K
$13.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
36K+ 21.94% |
$1.72M - $1.88M
|
200K
$12M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
34.6KNew |
$1.65M - $1.8M
|
34.6K
$2.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
33.5KNew |
$1.6M - $1.74M
|
33.5K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
32.3K+ 39.43% |
$1.54M - $1.68M
|
114K
$6.85M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
32.3KNew |
$1.54M - $1.68M
|
32.3K
$1.94M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
31K+ 11.01% |
$1.48M - $1.62M
|
313K
$18.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
30.9K+ 31.0% |
$1.47M - $1.61M
|
130K
$7.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.5K+ 267.48% |
$1.45M - $1.59M
|
41.9K
$2.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
29.8K+ 376.22% |
$1.42M - $1.55M
|
37.7K
$2.26M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
29.6K+ 335.11% |
$1.41M - $1.54M
|
38.5K
$2.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
29.3K+ 45.18% |
$1.4M - $1.52M
|
94.1K
$5.65M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
29.2KNew |
$1.39M - $1.52M
|
29.2K
$1.75M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
27.8KNew |
$1.32M - $1.45M
|
27.8K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
26.8K+ 4.51% |
$1.28M - $1.4M
|
621K
$37.3M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
26.4KNew |
$1.26M - $1.37M
|
26.4K
$1.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
25.7K+ 7.42% |
$1.23M - $1.34M
|
373K
$22.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.4K+ 15.02% |
$1.21M - $1.32M
|
195K
$11.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
25.2KNew |
$1.2M - $1.31M
|
25.2K
$1.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.9K+ 49.66% |
$1.19M - $1.29M
|
75K
$4.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
24.6KNew |
$1.17M - $1.28M
|
24.6K
$1.48M
|