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 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
30.2K+ 32.37% |
$1.22M - $1.48M
|
124K
$7.38M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
29.6K+ 6.48% |
$1.2M - $1.46M
|
487K
$29.1M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.8K+ 7.01% |
$1.16M - $1.41M
|
439K
$26.2M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.3K+ 10.42% |
$1.14M - $1.39M
|
300K
$17.9M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.6K+ 37.84% |
$1.11M - $1.35M
|
100K
$6M
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
27.6K+ 15.01% |
$1.11M - $1.35M
|
211K
$12.6M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
22.4K+ 42.67% |
$907K - $1.1M
|
75.1K
$4.48M
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
22.1KNew |
$895K - $1.09M
|
22.1K
$1.32M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.4K+ 13.09% |
$864K - $1.05M
|
185K
$11M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
21.3K+ 33.78% |
$863K - $1.05M
|
84.5K
$5.05M
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
21.3K+ 479.75% |
$859K - $1.04M
|
25.7K
$1.53M
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
21.1KNew |
$853K - $1.04M
|
21.1K
$1.26M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.3KNew |
$820K - $996K
|
20.3K
$1.21M
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$738K - $897K
|
18.3K
$1.09M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18K+ 10.18% |
$729K - $886K
|
195K
$11.7M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
17.8K+ 8.78% |
$720K - $875K
|
221K
$13.2M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.8K+ 26.31% |
$718K - $872K
|
85.3K
$5.09M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.2K+ 0.55% |
$697K - $846K
|
3.18M
$190M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.1K+ 71.5% |
$692K - $841K
|
41.1K
$2.45M
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
15.5K+ 5.88% |
$626K - $760K
|
279K
$16.7M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
15.3K+ 41.38% |
$617K - $750K
|
52.2K
$3.12M
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
15.2KNew |
$614K - $747K
|
15.2K
$908K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
14.6K+ 4.55% |
$589K - $715K
|
335K
$20M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.4K+ 195.64% |
$580K - $705K
|
21.7K
$1.3M
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
BUY
|
- |
13.5KNew |
$548K - $665K
|
13.5K
$809K
|
|
Jul 28, 2022
Q2 2022
|
Concentrum Wealth Management
|
BUY
|
- |
13.5KNew |
$545K - $663K
|
13.5K
$806K
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
13.3KNew |
$538K - $654K
|
13.3K
$795K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
13.2KNew |
$533K - $648K
|
13.2K
$788K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.6K+ 52.41% |
$509K - $618K
|
36.6K
$2.19M
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.4K+ 35.81% |
$500K - $608K
|
46.9K
$2.8M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
12K+ 22.95% |
$484K - $588K
|
64.1K
$3.83M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.9K+ 4.6% |
$482K - $586K
|
271K
$16.2M
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.1K+ 24.47% |
$451K - $548K
|
56.7K
$3.39M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.1K+ 11.62% |
$447K - $543K
|
106K
$6.34M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.8K+ 19.0% |
$436K - $530K
|
67.5K
$4.03M
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.5K+ 55.19% |
$425K - $516K
|
29.5K
$1.76M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5K+ 3.96% |
$424K - $515K
|
275K
$16.4M
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
10.2K+ 4.5% |
$411K - $500K
|
236K
$14.1M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
10.2K+ 107.49% |
$411K - $500K
|
19.6K
$1.17M
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10KNew |
$404K - $491K
|
10K
$597K
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
9.82K+ 2.03% |
$397K - $482K
|
493K
$29.5M
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
9.42K+ 14.85% |
$381K - $463K
|
72.9K
$4.35M
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.33K+ 28.27% |
$377K - $458K
|
42.3K
$2.53M
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
9.33K+ 14.39% |
$377K - $458K
|
74.1K
$4.43M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
9.16K+ 13.74% |
$370K - $450K
|
75.8K
$4.53M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.11K+ 1.03% |
$368K - $447K
|
897K
$53.6M
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.81K+ 27.99% |
$356K - $433K
|
40.3K
$2.4M
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
8.75K+ 7.15% |
$354K - $430K
|
131K
$7.84M
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8.75K+ 10.4% |
$354K - $430K
|
92.9K
$5.55M
|
|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
8.58K+ 7.58% |
$347K - $421K
|
122K
$7.27M
|