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
|
Western Wealth Management, LLC
|
SELL
|
- |
-22.1K- 4.06% |
$1.05M - $1.15M
|
522K
$31.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.6K- 30.93% |
$1.17M - $1.28M
|
55K
$3.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-34.3K- 4.79% |
$1.63M - $1.78M
|
681K
$40.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-37K- 89.3% |
$1.76M - $1.92M
|
4.43K
$266K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-40.7K- 26.72% |
$1.94M - $2.12M
|
112K
$6.71M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-50.1KClosed |
$2.39M - $2.61M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-50.8K- 65.24% |
$2.42M - $2.65M
|
27.1K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54.8K- 47.54% |
$2.61M - $2.85M
|
60.4K
$3.63M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-130K- 24.21% |
$6.2M - $6.77M
|
407K
$24.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-490K- 98.72% |
$23.4M - $25.5M
|
6.36K
$382K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.99M- 89.53% |
$143M - $156M
|
350K
$21M
|