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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 10.54% |
$66K - $69.7K
|
10.6K
$605K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.23K- 3.55% |
$65.4K - $68.9K
|
33.5K
$1.92M
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.22K- 3.98% |
$64.7K - $68.2K
|
29.4K
$1.68M
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.2K- 18.59% |
$63.4K - $66.9K
|
5.23K
$300K
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 2.0% |
$62.2K - $65.6K
|
57.3K
$3.28M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.13K- 7.12% |
$60.1K - $63.4K
|
14.8K
$847K
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.03K- 1.96% |
$54.6K - $57.6K
|
51.5K
$2.95M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.02K- 2.63% |
$53.9K - $56.8K
|
37.6K
$2.15M
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1K- 8.15% |
$53.1K - $56K
|
11.3K
$645K
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-977- 18.61% |
$51.8K - $54.7K
|
4.27K
$245K
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-975- 4.39% |
$51.7K - $54.6K
|
21.2K
$1.22M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-968- 1.54% |
$51.4K - $54.2K
|
61.8K
$3.54M
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-860- 65.6% |
$45.6K - $48.1K
|
451
$25.8K
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-851- 10.33% |
$45.1K - $47.6K
|
7.39K
$423K
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-819- 0.24% |
$43.4K - $45.8K
|
340K
$19.4M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-782- 7.62% |
$41.5K - $43.8K
|
9.49K
$543K
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-778- 9.03% |
$41.3K - $43.5K
|
7.84K
$449K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-715- 11.75% |
$37.9K - $40K
|
5.37K
$307K
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-715- 14.07% |
$37.9K - $40K
|
4.37K
$250K
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-616- 1.26% |
$32.7K - $34.5K
|
48.3K
$2.76M
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-598- 12.95% |
$31.7K - $33.5K
|
4.02K
$230K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-587- 1.01% |
$31.1K - $32.8K
|
57.8K
$3.31M
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-556- 2.98% |
$29.5K - $31.1K
|
18.1K
$1.04M
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-532- 2.33% |
$28.2K - $29.8K
|
22.3K
$1.28M
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-527- 2.67% |
$28K - $29.5K
|
19.2K
$1.1M
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-508- 10.23% |
$26.9K - $28.4K
|
4.46K
$255K
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-417- 4.67% |
$22.1K - $23.3K
|
8.5K
$487K
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-392- 6.53% |
$20.8K - $21.9K
|
5.61K
$321K
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-383- 8.99% |
$20.3K - $21.4K
|
3.88K
$222K
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-357- 54.34% |
$18.9K - $20K
|
300
$17.2K
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-353- 1.92% |
$18.7K - $19.8K
|
18.1K
$1.03M
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-351- 1.67% |
$18.6K - $19.6K
|
20.7K
$1.19M
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-349- 0.64% |
$18.5K - $19.5K
|
53.9K
$3.09M
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-343- 7.95% |
$18.2K - $19.2K
|
3.97K
$227K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-318- 1.78% |
$16.9K - $17.8K
|
17.5K
$1M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-300- 1.93% |
$15.9K - $16.8K
|
15.2K
$873K
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-290- 0.3% |
$15.4K - $16.2K
|
94.8K
$5.43M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-284- 5.59% |
$15.1K - $15.9K
|
4.8K
$275K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-269- 2.18% |
$14.3K - $15.1K
|
12.1K
$690K
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-269- 1.7% |
$14.3K - $15.1K
|
15.6K
$890K
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-267- 1.94% |
$14.2K - $14.9K
|
13.5K
$772K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-246- 2.18% |
$13.1K - $13.8K
|
11.1K
$633K
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-246- 1.63% |
$13.1K - $13.8K
|
14.8K
$848K
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-237- 3.03% |
$12.6K - $13.3K
|
7.57K
$434K
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-233- 1.91% |
$12.4K - $13K
|
12K
$686K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-200- 66.67% |
$10.6K - $11.2K
|
100
$5.72K
|
|
Aug 05, 2024
Q2 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 3.89% |
$10.6K - $11.2K
|
4.94K
$282K
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-196- 2.76% |
$10.4K - $11K
|
6.9K
$395K
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-196- 2.73% |
$10.4K - $11K
|
6.97K
$399K
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-140- 2.58% |
$7.43K - $7.83K
|
5.28K
$302K
|