Purchases and Sales Made in Q2 2022 in First Trust Rising Dividend Ac (RDVY)

RDVY Quotes by TradingView

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 10, 2022 Q2 2022
Cibc World Market Inc.

Toronto, A6
SELL
 -
-7.98K
- 53.49%
$323K - $392K
6.94K $414K
Aug 08, 2022 Q2 2022
One Ascent Wealth Management LLC

Birmingham, AL
SELL
 -
-8.1K
Closed
$327K - $398K
0 $0
Jul 20, 2022 Q2 2022
Nadler Financial Group, Inc.

SELL
 -
-8.35K
Closed
$337K - $410K
0 $0
Aug 05, 2022 Q2 2022
Wealth Advisory Solutions, LLC

SELL
 -
-8.53K
Closed
$345K - $419K
0 $0
Jul 14, 2022 Q2 2022
Raymond James Trust N.A.

SELL
 -
-9.06K
- 10.52%
$366K - $445K
77.1K $4.61M
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

SELL
 -
-9.69K
- 13.09%
$392K - $476K
64.4K $3.84M
Aug 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-9.88K
Closed
$399K - $485K
0 $0
Aug 15, 2022 Q2 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-10.2K
- 4.97%
$411K - $499K
194K $11.6M
Aug 12, 2022 Q2 2022
Kestra Private Wealth Services, LLC

SELL
 -
-10.8K
- 4.67%
$436K - $530K
220K $13.2M
Aug 08, 2022 Q2 2022
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-11K
Closed
$446K - $542K
0 $0
Jul 18, 2022 Q2 2022
Psi Advisors, LLC

SELL
 -
-12.5K
- 13.84%
$506K - $615K
77.9K $4.65M
Jul 15, 2022 Q2 2022
Fsc Wealth Advisors, LLC

SELL
 -
-14.2K
Closed
$574K - $697K
0 $0
Jul 13, 2022 Q2 2022
Pcg Wealth Advisors, LLC

SELL
 -
-14.4K
- 5.64%
$584K - $709K
241K $14.4M
Jul 19, 2022 Q2 2022
Lion Street Advisors, LLC

SELL
 -
-14.6K
Closed
$590K - $717K
0 $0
Jul 13, 2022 Q2 2022
Sfg Wealth Management, Llc.

SELL
 -
-14.7K
- 58.56%
$596K - $724K
10.4K $623K
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-17.2K
- 57.87%
$694K - $843K
12.5K $746K
Aug 15, 2022 Q2 2022
Barometer Capital Management Inc.

Toronto, A6
SELL
 -
-17.5K
Closed
$707K - $860K
0 $0
Jul 26, 2022 Q2 2022
Brendel Financial Advisors LLC

SELL
 -
-18K
Closed
$726K - $882K
0 $0
Jul 20, 2022 Q2 2022
Wolf Group Capital Advisors

SELL
 -
-20.7K
- 25.21%
$838K - $1.02M
61.5K $3.67M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-20.9K
- 2.33%
$843K - $1.02M
875K $52.3M
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

SELL
 -
-21.2K
- 8.35%
$856K - $1.04M
233K $13.9M
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-22.8K
- 25.38%
$920K - $1.12M
66.9K $4M
Aug 10, 2022 Q2 2022
Stegent Equity Advisors, Inc.

Houston, TX
SELL
 -
-23.3K
- 36.85%
$940K - $1.14M
39.9K $2.38M
Aug 08, 2022 Q2 2022
Mba Advisors LLC

Hermitage, PA
SELL
 -
-23.8K
Closed
$963K - $1.17M
0 $0
Aug 15, 2022 Q2 2022
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-24K
Closed
$971K - $1.18M
0 $0
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-25.2K
- 2.82%
$1.02M - $1.24M
867K $51.8M
Jul 12, 2022 Q2 2022
First Heartland Consultants, Inc.

SELL
 -
-25.7K
- 6.76%
$1.04M - $1.26M
355K $21.2M
Sep 06, 2024 Q2 2022
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-26.7K
Closed
$1.08M - $1.31M
0 $0
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-26.9K
- 5.01%
$1.09M - $1.32M
511K $30.5M
Aug 01, 2022 Q2 2022
Empowered Funds, LLC

SELL
 -
-27.1K
Closed
$1.1M - $1.33M
0 $0
Aug 12, 2022 Q2 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-27.5K
- 45.92%
$1.11M - $1.35M
32.4K $1.93M
Aug 04, 2022 Q2 2022
Ifg Advisory, LLC

SELL
 -
-27.7K
- 13.59%
$1.12M - $1.36M
176K $10.5M
Aug 01, 2022 Q2 2022
American Financial Advisors, LLC

SELL
 -
-27.8K
Closed
$1.12M - $1.37M
0 $0
Jul 25, 2022 Q2 2022
Mattern Wealth Management LLC

SELL
 -
-27.9K
- 8.43%
$1.13M - $1.37M
302K $18.1M
Aug 04, 2022 Q2 2022
Cornerstone Wealth Management, LLC

SELL
 -
-31.3K
- 19.72%
$1.27M - $1.54M
127K $7.61M
Jul 20, 2022 Q2 2022
Secure Asset Management, LLC

SELL
 -
-33.2K
- 20.16%
$1.34M - $1.63M
131K $7.84M
Jul 13, 2022 Q2 2022
Flagship Harbor Advisors, LLC

SELL
 -
-34.9K
- 40.45%
$1.41M - $1.71M
51.4K $3.07M
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-36.8K
- 9.63%
$1.49M - $1.81M
345K $20.6M
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-39.3K
- 4.35%
$1.59M - $1.93M
865K $51.7M
Aug 10, 2022 Q2 2022
Kovack Advisors, Inc.

SELL
 -
-42.7K
- 35.16%
$1.72M - $2.1M
78.7K $4.7M
Aug 10, 2022 Q2 2022
Citigroup Inc

SELL
 -
-42.9K
- 9.66%
$1.73M - $2.11M
401K $24M
Jul 19, 2022 Q2 2022
Gps Wealth Strategies Group, LLC

SELL
 -
-49.6K
- 41.59%
$2.01M - $2.44M
69.7K $4.16M
Jul 28, 2022 Q2 2022
Zimmermann Investment Management & Planning LLC

SELL
 -
-54.5K
- 29.06%
$2.2M - $2.68M
133K $7.94M
Aug 15, 2022 Q2 2022
Fortress Wealth Group, LLC

Orlando, FL
SELL
 -
-57.6K
- 19.72%
$2.33M - $2.83M
235K $14M
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-58.8K
- 7.72%
$2.38M - $2.89M
703K $42M
Aug 10, 2022 Q2 2022
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-68.8K
- 39.77%
$2.78M - $3.38M
104K $6.22M
Aug 12, 2022 Q2 2022
Private Advisory Group LLC

Redmond, WA
SELL
 -
-69.2K
Closed
$2.8M - $3.4M
0 $0
Jul 13, 2022 Q2 2022
Castle Rock Wealth Management, LLC

SELL
 -
-69.8K
- 58.9%
$2.82M - $3.43M
48.7K $2.91M
Aug 02, 2022 Q2 2022
Triumph Capital Management

SELL
 -
-70.1K
- 62.61%
$2.83M - $3.44M
41.8K $2.5M

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