Latest Institutional Sells of First Trust Rising Dividend Ac (RDVY)
This list provides information on the latest institutional transactions involving First Trust Rising Dividend Ac (RDVY) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-117K- 83.72% |
$6.27M - $6.91M
|
22.7K
$1.46M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-77.7K- 0.89% |
$4.17M - $4.61M
|
8.68M
$558M
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-70.3K- 18.87% |
$3.77M - $4.16M
|
302K
$19.4M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-65.4K- 6.2% |
$3.51M - $3.87M
|
989K
$63.6M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-65.1K- 11.2% |
$3.49M - $3.86M
|
516K
$33.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-51.6K- 1.83% |
$2.77M - $3.06M
|
2.77M
$178M
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-51.2K- 49.32% |
$2.75M - $3.03M
|
52.6K
$3.38M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-50.8K- 91.42% |
$2.73M - $3.01M
|
4.77K
$306K
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-49.4K- 32.49% |
$2.65M - $2.93M
|
103K
$6.6M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-48.8K- 36.66% |
$2.62M - $2.89M
|
84.4K
$5.42M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-46.9K- 66.38% |
$2.52M - $2.78M
|
23.7K
$1.53M
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-44.8K- 46.02% |
$2.4M - $2.65M
|
52.5K
$3.38M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-44.3K- 11.52% |
$2.38M - $2.62M
|
340K
$21.9M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.7K- 1.33% |
$2.13M - $2.35M
|
2.95M
$190M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-39.1K- 76.49% |
$2.1M - $2.32M
|
12K
$773K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37.6K- 24.46% |
$2.02M - $2.23M
|
116K
$7.47M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.1K- 45.0% |
$1.99M - $2.2M
|
45.4K
$2.92M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-36.9K- 14.19% |
$1.98M - $2.19M
|
223K
$14.4M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-36.1K- 62.58% |
$1.94M - $2.14M
|
21.6K
$1.39M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-27.9K- 7.7% |
$1.5M - $1.65M
|
334K
$21.5M
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-27.4K- 8.08% |
$1.47M - $1.63M
|
312K
$20.1M
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-27.1K- 30.7% |
$1.46M - $1.61M
|
61.3K
$3.94M
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-25.7K- 11.15% |
$1.38M - $1.52M
|
205K
$13.2M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-24.9K- 17.44% |
$1.34M - $1.47M
|
118K
$7.57M
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-24.5K- 83.95% |
$1.32M - $1.45M
|
4.69K
$301K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.9K- 27.76% |
$1.23M - $1.36M
|
59.6K
$3.83M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-22.3K- 74.83% |
$1.2M - $1.32M
|
7.5K
$482K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-21.9K- 31.83% |
$1.18M - $1.3M
|
46.9K
$3.02M
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-20.4K- 21.79% |
$1.1M - $1.21M
|
73.4K
$4.72M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-19.6K- 79.59% |
$1.05M - $1.16M
|
5.02K
$323K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19K- 0.74% |
$1.02M - $1.12M
|
2.53M
$162M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.5K- 11.42% |
$942K - $1.04M
|
136K
$8.75M
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-16.4K- 3.38% |
$880K - $971K
|
469K
$30.1M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-16K- 89.69% |
$857K - $946K
|
1.84K
$118K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.4K- 20.37% |
$827K - $913K
|
60.2K
$3.87M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14K- 2.3% |
$750K - $828K
|
593K
$38.1M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.9K- 2.38% |
$694K - $766K
|
530K
$34.1M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.6K- 25.0% |
$674K - $744K
|
37.7K
$2.42M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.5K- 6.37% |
$672K - $742K
|
184K
$11.8M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.5K- 75.92% |
$620K - $684K
|
3.66K
$235K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-11.2K- 1.02% |
$601K - $663K
|
1.08M
$69.7M
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-11.1K- 68.16% |
$597K - $659K
|
5.2K
$334K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10.9K- 67.76% |
$584K - $645K
|
5.18K
$333K
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-10.8K- 12.94% |
$582K - $643K
|
73K
$4.69M
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.8K- 30.86% |
$579K - $638K
|
24.1K
$1.55M
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-10.5K- 65.44% |
$566K - $624K
|
5.56K
$358K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-10K- 3.24% |
$539K - $595K
|
299K
$19.2M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.36K- 4.12% |
$503K - $555K
|
218K
$14M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.98K- 3.08% |
$482K - $532K
|
283K
$18.2M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-8.53K- 4.64% |
$458K - $505K
|
175K
$11.3M
|