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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-60.9K- 9.53% |
$2.78M - $3.02M
|
578K
$36.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-20K- 62.79% |
$914K - $994K
|
11.9K
$753K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-2.79K- 20.94% |
$127K - $138K
|
10.5K
$667K
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
SELL
|
- |
-2.35K- 20.23% |
$107K - $116K
|
9.26K
$587K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.19K- 29.0% |
$99.6K - $108K
|
5.35K
$339K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 6.53% |
$52.3K - $56.9K
|
16.4K
$1.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-460- 43.4% |
$21K - $22.8K
|
600
$38K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-380- 27.66% |
$17.3K - $18.8K
|
994
$63K
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-236- 14.92% |
$10.8K - $11.7K
|
1.35K
$85.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-132- 0.27% |
$6.02K - $6.54K
|
48.2K
$3.05M
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-15.2K- 3.1% |
$651K - $718K
|
475K
$30.1M
|
|
|
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
$996K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-496- 56.05% |
$21.2K - $23.4K
|
389
$24.6K
|
|
|
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
$280K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.3K- 19.36% |
$312K - $357K
|
30.4K
$1.93M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-6.88K- 12.26% |
$293K - $336K
|
49.2K
$3.12M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.26K- 50.8% |
$224K - $257K
|
5.1K
$323K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2.58K- 2.79% |
$110K - $126K
|
89.7K
$5.69M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-836- 9.18% |
$35.7K - $40.9K
|
8.27K
$524K
|
|
|
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
$482K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-146- 2.56% |
$6.23K - $7.14K
|
5.56K
$352K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.63M- 97.72% |
$64.3M - $76.9M
|
38.1K
$2.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-47.9K- 59.67% |
$1.88M - $2.25M
|
32.4K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-46K- 28.24% |
$1.81M - $2.17M
|
117K
$7.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-6.55K- 7.04% |
$258K - $308K
|
86.5K
$5.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-4.27K- 26.61% |
$168K - $201K
|
11.8K
$747K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.28K- 5.87% |
$50.5K - $60.4K
|
20.6K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.19K- 16.77% |
$46.6K - $55.8K
|
5.88K
$373K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-602- 42.48% |
$23.7K - $28.3K
|
815
$51.6K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-550- 7.71% |
$21.6K - $25.9K
|
6.58K
$417K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-414- 10.15% |
$16.3K - $19.5K
|
3.67K
$232K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-306- 5.17% |
$12K - $14.4K
|
5.61K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-171- 78.8% |
$6.73K - $8.05K
|
46
$2.91K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-5.85K- 7.85% |
$227K - $271K
|
68.7K
$4.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-2.76K- 28.55% |
$107K - $128K
|
6.92K
$438K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-457- 1.78% |
$17.8K - $21.2K
|
25.2K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-298- 2.27% |
$11.6K - $13.8K
|
12.8K
$811K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-285- 3.35% |
$11.1K - $13.2K
|
8.23K
$522K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-278- 67.31% |
$10.8K - $12.9K
|
135
$8.55K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-222- 4.13% |
$8.63K - $10.3K
|
5.15K
$326K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-31Closed |
$1.21K - $1.44K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-424K- 98.08% |
$17.1M - $20.8M
|
8.31K
$526K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-288KClosed |
$11.6M - $14.1M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-224KClosed |
$9.05M - $11M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-105KClosed |
$4.23M - $5.14M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-74.8KClosed |
$3.02M - $3.68M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-23.8KClosed |
$963K - $1.17M
|
0
$0
|
|