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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-96- 75.59% |
$3.88K - $4.72K
|
31
$1.85K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-133- 0.42% |
$5.38K - $6.53K
|
31.6K
$1.89M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-144Closed |
$5.82K - $7.07K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-150- 0.24% |
$6.06K - $7.37K
|
61.2K
$3.65M
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-172- 74.46% |
$6.95K - $8.45K
|
59
$3.52K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-185- 48.94% |
$7.48K - $9.09K
|
193
$11.5K
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-194- 2.04% |
$7.84K - $9.53K
|
9.32K
$557K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-195Closed |
$7.88K - $9.58K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-200- 0.67% |
$8.08K - $9.82K
|
29.8K
$1.78M
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-202Closed |
$8.16K - $9.92K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-210Closed |
$8.49K - $10.3K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-224Closed |
$9.05K - $11K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-230- 1.2% |
$9.3K - $11.3K
|
18.9K
$1.13M
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-234Closed |
$9.46K - $11.5K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-236- 2.46% |
$9.54K - $11.6K
|
9.37K
$559K
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
SELL
|
- |
-251- 1.45% |
$10.1K - $12.3K
|
17.1K
$1.02M
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-263- 0.83% |
$10.6K - $12.9K
|
31.6K
$1.89M
|
|
Jul 18, 2022
Q2 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-281- 1.14% |
$11.4K - $13.8K
|
24.4K
$1.46M
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-284- 10.02% |
$11.5K - $14K
|
2.55K
$152K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-292Closed |
$11.8K - $14.3K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-297- 0.16% |
$12K - $14.6K
|
185K
$11.1M
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-300- 25.91% |
$12.1K - $14.7K
|
858
$51.2K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-316- 54.3% |
$12.8K - $15.5K
|
266
$15.9K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-327- 1.24% |
$13.2K - $16.1K
|
26K
$1.55M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-343- 9.42% |
$13.9K - $16.8K
|
3.3K
$197K
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-357- 1.85% |
$14.4K - $17.5K
|
18.9K
$1.13M
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-384- 28.05% |
$15.5K - $18.9K
|
985
$58.8K
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-408- 5.85% |
$16.5K - $20K
|
6.56K
$392K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-409Closed |
$16.5K - $20.1K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-450- 7.0% |
$18.2K - $22.1K
|
5.98K
$357K
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-450- 7.02% |
$18.2K - $22.1K
|
5.96K
$356K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-536- 2.17% |
$21.7K - $26.3K
|
24.2K
$1.44M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-571- 3.41% |
$23.1K - $28K
|
16.2K
$967K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-584- 3.19% |
$23.6K - $28.7K
|
17.7K
$1.06M
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-635- 6.94% |
$25.7K - $31.2K
|
8.52K
$509K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-684- 11.77% |
$27.6K - $33.6K
|
5.13K
$306K
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-702- 77.83% |
$28.4K - $34.5K
|
200
$11.9K
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-706- 3.71% |
$28.5K - $34.7K
|
18.3K
$1.1M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-738- 0.09% |
$29.8K - $36.3K
|
833K
$49.7M
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-745Closed |
$30.1K - $36.6K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-763- 1.16% |
$30.8K - $37.5K
|
65.1K
$3.89M
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-809- 4.5% |
$32.7K - $39.7K
|
17.2K
$1.03M
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-862- 2.24% |
$34.8K - $42.3K
|
37.6K
$2.25M
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-1K- 15.73% |
$40.5K - $49.2K
|
5.37K
$321K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.06KClosed |
$42.7K - $51.9K
|
0
$0
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.06K- 2.04% |
$42.7K - $51.9K
|
50.6K
$3.02M
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-1.12K- 10.64% |
$45.1K - $54.8K
|
9.37K
$560K
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.28K- 3.97% |
$51.5K - $62.6K
|
30.8K
$1.84M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.4K- 3.02% |
$56.7K - $69K
|
45K
$2.69M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.42K- 0.47% |
$57.2K - $69.6K
|
303K
$18.1M
|