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 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.73K+ 12.48% |
$82.6K - $90.2K
|
15.6K
$933K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.68K+ 288.32% |
$80K - $87.4K
|
2.26K
$135K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.59KNew |
$75.9K - $82.9K
|
1.59K
$95.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.54K+ 16.58% |
$73.6K - $80.4K
|
10.9K
$648K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.53K+ 12.02% |
$72.8K - $79.5K
|
14.2K
$850K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.51K+ 15.47% |
$71.8K - $78.5K
|
11.2K
$672K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
1.5K+ 0.9% |
$71.7K - $78.3K
|
168K
$10M
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.48K+ 18.09% |
$70.4K - $76.9K
|
9.64K
$576K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.43K+ 30.28% |
$68.1K - $74.3K
|
6.14K
$367K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.38KNew |
$65.5K - $71.6K
|
1.38K
$82.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.36K+ 8.51% |
$64.6K - $70.6K
|
17.3K
$1.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.36K+ 4.61% |
$64.6K - $70.5K
|
30.7K
$1.84M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.3K+ 4.77% |
$62K - $67.7K
|
28.6K
$1.71M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 27.72% |
$62K - $67.7K
|
5.99K
$358K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.2K+ 13.76% |
$57.2K - $62.5K
|
9.92K
$592K
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Advisors, Inc.
|
BUY
|
- |
1.18K+ 1.92% |
$56.2K - $61.4K
|
62.6K
$3.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.1K+ 0.2% |
$52.2K - $57K
|
548K
$32.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.08K+ 16.84% |
$51.2K - $56K
|
7.46K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.06K+ 16.18% |
$50.6K - $55.2K
|
7.62K
$455K
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1K+ 1.46% |
$47.7K - $52.1K
|
69.6K
$4.16M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1K+ 9.29% |
$47.7K - $52.1K
|
11.8K
$702K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
901New |
$42.9K - $46.9K
|
901
$53.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
859+ 11.55% |
$40.9K - $44.7K
|
8.3K
$496K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
858New |
$40.9K - $44.7K
|
858
$51.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
780+ 3.35% |
$37.2K - $40.6K
|
24.1K
$1.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
695+ 14.15% |
$33.1K - $36.2K
|
5.61K
$335K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
682+ 1.59% |
$32.5K - $35.5K
|
43.5K
$2.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
620+ 8.03% |
$29.5K - $32.3K
|
8.35K
$498K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
595+ 12.91% |
$28.4K - $31K
|
5.2K
$311K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
502+ 6.69% |
$23.9K - $26.1K
|
8K
$478K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
476+ 7.32% |
$22.7K - $24.8K
|
6.98K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
455+ 51.24% |
$21.7K - $23.7K
|
1.34K
$80.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
442+ 60.55% |
$21.1K - $23K
|
1.17K
$70K
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
439+ 4.38% |
$20.9K - $22.9K
|
10.5K
$625K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
428+ 13.43% |
$20.4K - $22.3K
|
3.61K
$216K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
408+ 3.72% |
$19.4K - $21.2K
|
11.4K
$679K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
404+ 9.44% |
$19.3K - $21K
|
4.68K
$280K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
393+ 2.42% |
$18.7K - $20.5K
|
16.7K
$995K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
377+ 8.05% |
$18K - $19.6K
|
5.06K
$302K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
363+ 0.69% |
$17.3K - $18.9K
|
52.8K
$3.16M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
340+ 10.3% |
$16.2K - $17.7K
|
3.64K
$217K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
329+ 98.21% |
$15.7K - $17.1K
|
664
$39.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
312+ 5.14% |
$14.9K - $16.2K
|
6.38K
$381K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
286New |
$13.6K - $14.9K
|
286
$17.1K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
286New |
$13.6K - $14.9K
|
286
$17.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
285+ 4.44% |
$13.6K - $14.8K
|
6.71K
$401K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
275+ 2.24% |
$13.1K - $14.3K
|
12.6K
$750K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
270New |
$12.9K - $14.1K
|
270
$16.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
254+ 0.57% |
$12.1K - $13.2K
|
45.1K
$2.69M
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
236+ 2.69% |
$11.2K - $12.3K
|
9K
$538K
|