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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-173- 75.22% |
$8.66K - $9.72K
|
57
$3.36K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-141- 49.3% |
$7.06K - $7.92K
|
145
$8.54K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-88- 7.28% |
$4.4K - $4.94K
|
1.12K
$65.9K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-61- 3.46% |
$3.05K - $3.43K
|
1.7K
$100K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-32- 0.69% |
$1.6K - $1.8K
|
4.6K
$271K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-4- 0.03% |
$200 - $225
|
15.5K
$910K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22K- 70.7% |
$956K - $1.15M
|
9.12K
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-15.4K- 3.92% |
$670K - $802K
|
378K
$22.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.33K- 8.15% |
$275K - $329K
|
71.4K
$4.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.32K- 16.21% |
$101K - $121K
|
12K
$707K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-600- 86.46% |
$26.1K - $31.2K
|
94
$5.53K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-188- 5.9% |
$8.17K - $9.78K
|
3K
$177K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-90.1K- 67.61% |
$4.11M - $4.47M
|
43.2K
$2.54M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-60.9K- 9.53% |
$2.78M - $3.02M
|
578K
$34M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-20K- 62.79% |
$914K - $994K
|
11.9K
$699K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-2.79K- 20.94% |
$127K - $138K
|
10.5K
$620K
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
SELL
|
- |
-2.35K- 20.23% |
$107K - $116K
|
9.26K
$545K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.19K- 29.0% |
$99.6K - $108K
|
5.35K
$315K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 6.53% |
$52.3K - $56.9K
|
16.4K
$967K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-460- 43.4% |
$21K - $22.8K
|
600
$35.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-380- 27.66% |
$17.3K - $18.8K
|
994
$58.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-236- 14.92% |
$10.8K - $11.7K
|
1.35K
$79.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-160- 43.24% |
$7.29K - $7.93K
|
210
$12.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-132- 0.27% |
$6.02K - $6.54K
|
48.2K
$2.84M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-60- 32.97% |
$2.73K - $2.97K
|
122
$7.18K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-15.2K- 3.1% |
$651K - $718K
|
475K
$27.9M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8.22KClosed |
$352K - $389K
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.17K- 16.77% |
$136K - $150K
|
15.7K
$926K
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.36K- 18.06% |
$58K - $64K
|
6.15K
$362K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-496- 56.05% |
$21.2K - $23.4K
|
389
$22.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-376- 8.12% |
$16.1K - $17.8K
|
4.26K
$250K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-110Closed |
$4.71K - $5.2K
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.12% |
$2.14K - $2.36K
|
4.41K
$260K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-65.4K- 93.52% |
$2.79M - $3.2M
|
4.53K
$267K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.3K- 19.36% |
$312K - $357K
|
30.4K
$1.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-6.88K- 12.26% |
$293K - $336K
|
49.2K
$2.9M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.26K- 50.8% |
$224K - $257K
|
5.1K
$300K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2.58K- 2.79% |
$110K - $126K
|
89.7K
$5.28M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-836- 9.18% |
$35.7K - $40.9K
|
8.27K
$487K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-834Closed |
$35.6K - $40.8K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-300- 3.8% |
$12.8K - $14.7K
|
7.6K
$447K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-146- 2.56% |
$6.23K - $7.14K
|
5.56K
$327K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.63M- 97.72% |
$64.3M - $76.9M
|
38.1K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-47.9K- 59.67% |
$1.88M - $2.25M
|
32.4K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-46K- 28.24% |
$1.81M - $2.17M
|
117K
$6.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-6.55K- 7.04% |
$258K - $308K
|
86.5K
$5.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-4.27K- 26.61% |
$168K - $201K
|
11.8K
$694K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.28K- 5.87% |
$50.5K - $60.4K
|
20.6K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.19K- 16.77% |
$46.6K - $55.8K
|
5.88K
$346K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-602- 42.48% |
$23.7K - $28.3K
|
815
$48K
|
|