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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-550- 7.71% |
$21.6K - $25.9K
|
6.58K
$388K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-414- 10.15% |
$16.3K - $19.5K
|
3.67K
$216K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-306- 5.17% |
$12K - $14.4K
|
5.61K
$330K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-171- 78.8% |
$6.73K - $8.05K
|
46
$2.71K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-5.85K- 7.85% |
$227K - $271K
|
68.7K
$4.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-2.76K- 28.55% |
$107K - $128K
|
6.92K
$407K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-457- 1.78% |
$17.8K - $21.2K
|
25.2K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-298- 2.27% |
$11.6K - $13.8K
|
12.8K
$754K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-285- 3.35% |
$11.1K - $13.2K
|
8.23K
$485K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-278- 67.31% |
$10.8K - $12.9K
|
135
$7.95K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-222- 4.13% |
$8.63K - $10.3K
|
5.15K
$303K
|
|
|
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
$489K
|
|
|
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 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-27.1KClosed |
$1.1M - $1.33M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-23.8KClosed |
$963K - $1.17M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-18KClosed |
$726K - $882K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-14.2KClosed |
$574K - $697K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.88KClosed |
$399K - $485K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-8.53KClosed |
$345K - $419K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-8.35KClosed |
$337K - $410K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-5.57KClosed |
$225K - $273K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-5.33KClosed |
$215K - $262K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-4.58KClosed |
$185K - $225K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.46KClosed |
$180K - $219K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-4.35KClosed |
$176K - $214K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.08KClosed |
$165K - $201K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.02K- 10.52% |
$81.6K - $99.1K
|
17.2K
$1.01M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.61KClosed |
$65.2K - $79.2K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.06K- 2.04% |
$42.7K - $51.9K
|
50.6K
$2.98M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-702- 77.83% |
$28.4K - $34.5K
|
200
$11.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-584- 3.19% |
$23.6K - $28.7K
|
17.7K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-409Closed |
$16.5K - $20.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-292Closed |
$11.8K - $14.3K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-224Closed |
$9.05K - $11K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-210Closed |
$8.49K - $10.3K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-202Closed |
$8.16K - $9.92K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-195Closed |
$7.88K - $9.58K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-185- 48.94% |
$7.48K - $9.09K
|
193
$11.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-172- 74.46% |
$6.95K - $8.45K
|
59
$3.47K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-144Closed |
$5.82K - $7.07K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-26.7KClosed |
$1.24M - $1.41M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-16.7KClosed |
$778K - $881K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.9KClosed |
$694K - $786K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-13.7KClosed |
$640K - $725K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.14KClosed |
$193K - $219K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-4.02KClosed |
$188K - $212K
|
0
$0
|
|