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 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.8K+ 8.43% |
$562K - $614K
|
152K
$9.06M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
11.7K+ 138.12% |
$557K - $608K
|
20.1K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11.6K+ 18.52% |
$552K - $603K
|
74.1K
$4.43M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
11.4K+ 4.22% |
$543K - $593K
|
281K
$16.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
11.2K+ 3.91% |
$535K - $584K
|
298K
$17.8M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
11KNew |
$526K - $575K
|
11K
$659K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
11K+ 230.48% |
$525K - $573K
|
15.8K
$943K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.7K+ 53.6% |
$511K - $558K
|
30.7K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.5KNew |
$499K - $545K
|
10.5K
$625K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
10.4K+ 19.74% |
$496K - $542K
|
63.2K
$3.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.3KNew |
$491K - $536K
|
10.3K
$615K
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
10.2KNew |
$485K - $530K
|
10.2K
$608K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9.79K+ 204.53% |
$467K - $510K
|
14.6K
$871K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.74K+ 6.05% |
$464K - $507K
|
171K
$10.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.74K+ 6.05% |
$464K - $507K
|
171K
$10.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
9.72K+ 33.16% |
$463K - $506K
|
39K
$2.33M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.53K+ 40.1% |
$454K - $496K
|
33.3K
$1.99M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.53K+ 14.38% |
$454K - $496K
|
75.8K
$4.52M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.46K+ 9.19% |
$451K - $492K
|
112K
$6.71M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
8.87KNew |
$423K - $462K
|
8.87K
$530K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
8.84K+ 32.34% |
$421K - $460K
|
36.2K
$2.16M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.77K+ 3.91% |
$418K - $457K
|
233K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.62K+ 58.29% |
$411K - $449K
|
23.4K
$1.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
8.6K+ 14.75% |
$410K - $448K
|
66.9K
$4M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.5KNew |
$405K - $443K
|
8.5K
$508K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8.5KNew |
$405K - $443K
|
8.5K
$508K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.41K+ 12.45% |
$401K - $438K
|
76K
$4.54M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
8.34K+ 12.45% |
$398K - $434K
|
75.4K
$4.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
8.26K+ 11801.43% |
$394K - $430K
|
8.33K
$498K
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
7.53K+ 29.74% |
$359K - $392K
|
32.9K
$1.96M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.45KNew |
$355K - $388K
|
7.45K
$445K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.42K+ 15.86% |
$354K - $386K
|
54.2K
$3.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
7.37KNew |
$351K - $384K
|
7.37K
$440K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.31K+ 164.59% |
$348K - $380K
|
11.7K
$702K
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
6.96KNew |
$332K - $363K
|
6.96K
$416K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.95K+ 150.72% |
$331K - $362K
|
11.6K
$691K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.65KNew |
$317K - $346K
|
6.65K
$397K
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
6.52KNew |
$311K - $339K
|
6.52K
$389K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.41KNew |
$306K - $334K
|
6.41K
$383K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.34K+ 3.7% |
$302K - $330K
|
178K
$10.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
6.28KNew |
$299K - $327K
|
6.28K
$375K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.27K+ 27.14% |
$299K - $326K
|
29.4K
$1.75M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.26K+ 4.08% |
$298K - $326K
|
160K
$9.55M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.1KNew |
$291K - $318K
|
6.1K
$364K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
5.77KNew |
$275K - $301K
|
5.77K
$345K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.74K+ 24.96% |
$274K - $299K
|
28.7K
$1.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.69KNew |
$271K - $296K
|
5.69K
$340K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.66K+ 44.93% |
$270K - $295K
|
18.3K
$1.09M
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.47KNew |
$261K - $285K
|
5.47K
$326K
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
5.37K+ 1.14% |
$256K - $279K
|
475K
$28.4M
|