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 |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-315K- 98.29% |
$18M - $20M
|
5.48K
$299K
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-46.3K- 82.61% |
$2.65M - $2.94M
|
9.75K
$533K
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-22.9K- 7.7% |
$1.31M - $1.45M
|
275K
$15M
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-21.6K- 18.92% |
$1.24M - $1.37M
|
92.6K
$5.06M
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-16.9K- 7.92% |
$965K - $1.07M
|
196K
$10.7M
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-10.4K- 22.52% |
$593K - $657K
|
35.7K
$1.95M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-9.93K- 18.31% |
$568K - $629K
|
44.3K
$2.42M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.43K- 2.83% |
$425K - $471K
|
255K
$13.9M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.25K- 9.28% |
$186K - $206K
|
31.8K
$1.74M
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-2.7K- 0.95% |
$154K - $171K
|
282K
$15.4M
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.11K- 3.42% |
$121K - $134K
|
59.6K
$3.26M
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-1.54K- 8.27% |
$87.8K - $97.3K
|
17K
$931K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.48K- 5.17% |
$84.9K - $94K
|
27.2K
$1.49M
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.42K- 1.66% |
$81.4K - $90.2K
|
84.1K
$4.59M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.34K- 6.24% |
$76.8K - $85.1K
|
20.2K
$1.1M
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.26K- 3.3% |
$72.3K - $80.1K
|
37.1K
$2.03M
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.06K- 0.36% |
$60.6K - $67.1K
|
293K
$16M
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1.04K- 4.2% |
$59.6K - $66K
|
23.7K
$1.3M
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-950- 2.04% |
$54.4K - $60.2K
|
45.7K
$2.5M
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-695- 1.13% |
$39.8K - $44.1K
|
60.6K
$3.31M
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-630- 14.81% |
$36K - $39.9K
|
3.63K
$198K
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-563- 0.92% |
$32.2K - $35.7K
|
60.6K
$3.31M
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-542- 0.56% |
$31K - $34.4K
|
97.1K
$5.31M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-447- 3.35% |
$25.6K - $28.3K
|
12.9K
$705K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-434- 2.5% |
$24.8K - $27.5K
|
17K
$927K
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-381- 1.68% |
$21.8K - $24.2K
|
22.3K
$1.22M
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-355- 2.7% |
$20.3K - $22.5K
|
12.8K
$699K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-299- 44.56% |
$17.1K - $19K
|
372
$20.3K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-235- 0.55% |
$13.4K - $14.9K
|
42.4K
$2.32M
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-168- 1.41% |
$9.61K - $10.6K
|
11.7K
$641K
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-121- 0.6% |
$6.92K - $7.67K
|
19.9K
$1.09M
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-102- 2.31% |
$5.84K - $6.47K
|
4.32K
$236K
|
|
Q4 2024 | |||||||
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.69M- 98.27% |
$392M - $430M
|
117K
$6.41M
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-2.2M- 98.31% |
$129M - $142M
|
37.9K
$2.07M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-676K- 22.92% |
$39.7M - $43.5M
|
2.27M
$124M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-191K- 85.61% |
$11.2M - $12.3M
|
32.1K
$1.76M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-179K- 5.47% |
$10.5M - $11.5M
|
3.09M
$169M
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-135K- 99.96% |
$7.92M - $8.7M
|
60
$3.28K
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-120K- 90.36% |
$7.05M - $7.74M
|
12.8K
$701K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-76.1K- 81.4% |
$4.47M - $4.9M
|
17.4K
$951K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-58.6K- 2.33% |
$3.44M - $3.77M
|
2.46M
$134M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-50.7K- 20.88% |
$2.97M - $3.26M
|
192K
$10.5M
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-47.3K- 17.51% |
$2.77M - $3.04M
|
223K
$12.2M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32K- 4.63% |
$1.88M - $2.06M
|
660K
$36.1M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-30.3K- 3.4% |
$1.78M - $1.95M
|
860K
$47M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25.6K- 42.46% |
$1.5M - $1.65M
|
34.7K
$1.89M
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-23.6K- 7.8% |
$1.38M - $1.52M
|
279K
$15.2M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.8K- 23.5% |
$1.34M - $1.47M
|
74.3K
$4.06M
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-21.6K- 35.19% |
$1.26M - $1.39M
|
39.7K
$2.17M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-21K- 17.54% |
$1.23M - $1.35M
|
98.7K
$5.39M
|