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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-569K- 59.67% |
$30.2M - $31.8M
|
385K
$21.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-337K- 41.32% |
$17.9M - $18.9M
|
479K
$27.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-180K- 70.84% |
$9.55M - $10.1M
|
74.1K
$4.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-165K- 5.22% |
$8.73M - $9.21M
|
2.99M
$170M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-163K- 92.8% |
$8.62M - $9.09M
|
12.6K
$716K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-137K- 75.08% |
$7.27M - $7.67M
|
45.5K
$2.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-108K- 93.78% |
$5.71M - $6.02M
|
7.14K
$405K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-93.7K- 68.62% |
$4.97M - $5.24M
|
42.9K
$2.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-75K- 43.52% |
$3.98M - $4.19M
|
97.3K
$5.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-69.1K- 90.42% |
$3.66M - $3.86M
|
7.32K
$415K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-63.9K- 24.44% |
$3.39M - $3.57M
|
197K
$11.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-56.1K- 91.64% |
$2.97M - $3.14M
|
5.12K
$290K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-46.3K- 66.52% |
$2.46M - $2.59M
|
23.3K
$1.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-42.6K- 32.51% |
$2.26M - $2.38M
|
88.4K
$5.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-40.9KClosed |
$2.17M - $2.29M
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39.5K- 20.54% |
$2.09M - $2.21M
|
153K
$8.67M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-31.3K- 10.28% |
$1.66M - $1.75M
|
273K
$15.5M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-31K- 17.85% |
$1.64M - $1.73M
|
143K
$8.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-30.5K- 73.25% |
$1.62M - $1.71M
|
11.1K
$633K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-26.8K- 36.35% |
$1.42M - $1.5M
|
46.9K
$2.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-26.2K- 66.84% |
$1.39M - $1.47M
|
13K
$738K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-24.2K- 40.96% |
$1.29M - $1.36M
|
34.9K
$1.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23K- 3.8% |
$1.22M - $1.29M
|
581K
$33M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.4K- 23.97% |
$1.19M - $1.25M
|
71K
$4.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.2K- 12.61% |
$1.18M - $1.24M
|
154K
$8.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-19K- 6.36% |
$1.01M - $1.06M
|
280K
$15.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-18.5K- 10.75% |
$982K - $1.04M
|
154K
$8.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-16.8K- 55.14% |
$890K - $938K
|
13.6K
$774K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-16.5K- 16.42% |
$874K - $922K
|
83.9K
$4.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.2K- 15.59% |
$808K - $852K
|
82.4K
$4.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-14.3K- 49.31% |
$759K - $801K
|
14.7K
$835K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-13.6K- 14.04% |
$721K - $761K
|
83.2K
$4.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-13.5K- 10.87% |
$715K - $754K
|
111K
$6.27M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-13K- 12.04% |
$691K - $729K
|
95.1K
$5.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-12K- 2.48% |
$634K - $669K
|
470K
$26.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.6K- 65.97% |
$616K - $649K
|
5.99K
$340K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.5K- 5.65% |
$609K - $642K
|
192K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-11K- 56.87% |
$585K - $617K
|
8.37K
$475K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10.2K- 18.42% |
$542K - $572K
|
45.3K
$2.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.67K- 59.11% |
$513K - $541K
|
6.69K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-9.61K- 14.74% |
$510K - $538K
|
55.6K
$3.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-8.7K- 15.4% |
$462K - $487K
|
47.8K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.62K- 2.87% |
$457K - $482K
|
292K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-8.48K- 27.53% |
$450K - $474K
|
22.3K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-8.32K- 2.62% |
$441K - $465K
|
309K
$17.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-7.85K- 7.19% |
$416K - $439K
|
101K
$5.75M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.71K- 1.16% |
$409K - $431K
|
656K
$37.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.52K- 1.37% |
$399K - $421K
|
543K
$30.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-7.35K- 2.51% |
$390K - $411K
|
286K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.34K- 12.76% |
$390K - $411K
|
50.2K
$2.85M
|