Purchases and Sales Made in Q1 2022 in First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-500- 3.42% |
$23.3K - $26.4K
|
14.1K
$842K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-600- 6.05% |
$28K - $31.7K
|
9.32K
$556K
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-695- 1.43% |
$32.4K - $36.7K
|
47.9K
$2.86M
|
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-700- 7.1% |
$32.6K - $37K
|
9.15K
$547K
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-727- 1.38% |
$33.9K - $38.4K
|
52.1K
$3.11M
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-765- 2.33% |
$35.7K - $40.4K
|
32.1K
$1.92M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-895- 13.34% |
$41.7K - $47.2K
|
5.81K
$347K
|
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.12K- 1.6% |
$52.2K - $59.1K
|
69K
$4.12M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 6.12% |
$53.8K - $60.9K
|
17.7K
$1.06M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.38KClosed |
$64.1K - $72.6K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.68K- 74.25% |
$78.2K - $88.6K
|
582
$34.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 2.23% |
$78.8K - $89.2K
|
74.1K
$4.42M
|
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.75K- 8.4% |
$81.6K - $92.4K
|
19.1K
$1.14M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.13K- 18.37% |
$99.1K - $112K
|
9.44K
$564K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.25K- 4.98% |
$105K - $119K
|
42.9K
$2.56M
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 14.52% |
$112K - $127K
|
14.2K
$848K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.55K- 6.75% |
$119K - $134K
|
35.2K
$2.1M
|
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.87K- 2.67% |
$134K - $151K
|
105K
$6.25M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.97K- 6.33% |
$138K - $157K
|
43.9K
$2.62M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.2K- 29.47% |
$149K - $169K
|
7.66K
$457K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.63K- 24.91% |
$169K - $192K
|
10.9K
$654K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.64KClosed |
$170K - $192K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.8K- 1.95% |
$177K - $201K
|
191K
$11.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.97KClosed |
$185K - $210K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.01K- 44.74% |
$187K - $212K
|
4.95K
$296K
|
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-4.02KClosed |
$188K - $212K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.14KClosed |
$193K - $219K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-4.24K- 50.85% |
$197K - $224K
|
4.1K
$245K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-4.27K- 33.44% |
$199K - $225K
|
8.49K
$507K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.8K- 6.4% |
$224K - $253K
|
70.2K
$4.19M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.99KClosed |
$279K - $316K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.19K- 39.18% |
$288K - $327K
|
9.6K
$573K
|
|
|
May 10, 2022
Q1 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-6.28K- 25.93% |
$293K - $332K
|
18K
$1.07M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.41KClosed |
$299K - $339K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.2K- 89.89% |
$335K - $380K
|
809
$48.3K
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-8.81KClosed |
$411K - $465K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.51K- 7.29% |
$443K - $502K
|
121K
$7.22M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.4K- 17.25% |
$486K - $550K
|
50K
$2.99M
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-10.9K- 12.75% |
$510K - $577K
|
74.8K
$4.47M
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-11.3K- 67.8% |
$526K - $595K
|
5.36K
$320K
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-12.2K- 31.31% |
$568K - $643K
|
26.7K
$1.6M
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-13K- 4.25% |
$605K - $685K
|
292K
$17.4M
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-13.7KClosed |
$640K - $725K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-14.2KClosed |
$663K - $751K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-14.3K- 6.54% |
$665K - $753K
|
204K
$12.2M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.9KClosed |
$694K - $786K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-15.2K- 51.53% |
$709K - $802K
|
14.3K
$854K
|
|
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-16.7KClosed |
$778K - $881K
|
0
$0
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-17.5K- 38.93% |
$816K - $924K
|
27.5K
$1.64M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-17.6KClosed |
$823K - $931K
|
0
$0
|