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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-225- 1.75% |
$14K - $15.1K
|
12.6K
$846K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-225- 3.66% |
$14K - $15.1K
|
5.92K
$396K
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-223- 5.16% |
$13.9K - $15K
|
4.1K
$274K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-200- 2.56% |
$12.5K - $13.5K
|
7.6K
$509K
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-191- 4.11% |
$11.9K - $12.9K
|
4.46K
$298K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-188- 58.75% |
$11.7K - $12.7K
|
132
$8.83K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-182- 0.8% |
$11.4K - $12.2K
|
22.7K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-180- 1.94% |
$11.2K - $12.1K
|
9.08K
$607K
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-174- 4.46% |
$10.9K - $11.7K
|
3.73K
$250K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-160- 65.57% |
$9.98K - $10.8K
|
84
$5.62K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-158- 2.1% |
$9.86K - $10.6K
|
7.36K
$493K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-153- 1.23% |
$9.54K - $10.3K
|
12.3K
$821K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-148- 2.53% |
$9.23K - $9.96K
|
5.7K
$382K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-144- 1.88% |
$8.98K - $9.69K
|
7.51K
$503K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-121- 3.3% |
$7.55K - $8.14K
|
3.55K
$237K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-120- 0.39% |
$7.49K - $8.07K
|
31K
$2.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-118- 0.8% |
$7.36K - $7.94K
|
14.7K
$983K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-115- 11.87% |
$7.17K - $7.74K
|
854
$57.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-108- 0.6% |
$6.74K - $7.27K
|
17.9K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-100- 2.36% |
$6.24K - $6.73K
|
4.14K
$277K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-100- 83.33% |
$6.24K - $6.73K
|
20
$1.34K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-87- 0.17% |
$5.43K - $5.85K
|
51.7K
$3.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-76- 0.15% |
$4.74K - $5.11K
|
52.2K
$3.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-53- 0.11% |
$3.31K - $3.57K
|
50K
$3.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-36- 0.25% |
$2.25K - $2.42K
|
14.2K
$947K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-31- 0.28% |
$1.93K - $2.09K
|
10.9K
$727K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 3.24% |
$1.87K - $2.02K
|
895
$59.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-29- 0.58% |
$1.81K - $1.95K
|
4.96K
$332K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-28- 22.95% |
$1.75K - $1.88K
|
94
$6.29K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-19- 0.46% |
$1.19K - $1.28K
|
4.11K
$275K
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-9- 8.26% |
$561 - $606
|
100
$6.69K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$62.4 - $67.3
|
7.32K
$490K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-140K- 24.47% |
$7.22M - $8.78M
|
432K
$28.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-120K- 100.0% |
$6.17M - $7.51M
|
1
$66.9
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-32.5K- 5.61% |
$1.67M - $2.04M
|
546K
$36.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-27.6K- 87.04% |
$1.42M - $1.73M
|
4.11K
$275K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-25.8K- 11.45% |
$1.33M - $1.62M
|
200K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.35K- 44.43% |
$224K - $273K
|
5.44K
$364K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.82K- 6.92% |
$145K - $177K
|
37.9K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.76K- 28.09% |
$142K - $173K
|
7.06K
$473K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2.55K- 16.41% |
$131K - $160K
|
13K
$869K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.47K- 40.04% |
$128K - $155K
|
3.7K
$248K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-2.2K- 75.6% |
$113K - $138K
|
709
$47.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.14K- 9.26% |
$110K - $134K
|
21K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.93K- 2.7% |
$99.7K - $121K
|
69.6K
$4.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.9K- 11.54% |
$98K - $119K
|
14.6K
$975K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.83K- 11.38% |
$94.5K - $115K
|
14.3K
$955K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-1.82K- 9.78% |
$93.8K - $114K
|
16.8K
$1.12M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-1.72K- 4.11% |
$89K - $108K
|
40.2K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.23K- 14.05% |
$63.2K - $76.9K
|
7.5K
$502K
|
|