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 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
$1.09M
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.06K- 2.04% |
$42.7K - $51.9K
|
50.6K
$3.21M
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-702- 77.83% |
$28.4K - $34.5K
|
200
$12.7K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-584- 3.19% |
$23.6K - $28.7K
|
17.7K
$1.12M
|
|
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
$12.2K
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-172- 74.46% |
$6.95K - $8.45K
|
59
$3.74K
|
|
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
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.97KClosed |
$185K - $210K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.38KClosed |
$64.1K - $72.6K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-335- 50.45% |
$15.6K - $17.7K
|
329
$20.8K
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-286Closed |
$13.3K - $15.1K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-50.1KClosed |
$2.39M - $2.61M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-4.6KClosed |
$219K - $239K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3KClosed |
$143K - $156K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-207Closed |
$9.87K - $10.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-115Closed |
$5.48K - $5.99K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-23.1KClosed |
$1.07M - $1.15M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-8.17KClosed |
$379K - $408K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.27KClosed |
$198K - $213K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.39KClosed |
$64.1K - $68.6K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-990Closed |
$45.7K - $48.9K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-50Closed |
$2.31K - $2.47K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-20Closed |
$923 - $987
|
0
$0
|
|
Q1 2021 | |||||||
May 04, 2021
Q1 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-12.5KClosed |
$487K - $571K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1KClosed |
$39.1K - $45.9K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-780Closed |
$30.5K - $35.8K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-625Closed |
$24.4K - $28.7K
|
0
$0
|