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 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-145- 1.14% |
$8.5K - $9.33K
|
12.6K
$749K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-135- 2.76% |
$7.92K - $8.69K
|
4.75K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-128- 0.87% |
$7.51K - $8.24K
|
14.5K
$862K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-126- 6.86% |
$7.39K - $8.11K
|
1.71K
$101K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-97- 13.27% |
$5.69K - $6.24K
|
634
$37.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-96- 0.47% |
$5.63K - $6.18K
|
20.3K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-70- 1.49% |
$4.11K - $4.51K
|
4.62K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-56- 98.25% |
$3.28K - $3.6K
|
1
$59.3
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-56- 0.62% |
$3.28K - $3.6K
|
8.96K
$532K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-48- 0.45% |
$2.82K - $3.09K
|
10.6K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-42- 0.87% |
$2.46K - $2.7K
|
4.79K
$284K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-40- 0.16% |
$2.35K - $2.57K
|
25.3K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-32- 0.8% |
$1.88K - $2.06K
|
3.99K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-18- 0.01% |
$1.06K - $1.16K
|
129K
$7.64M
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-9- 0.13% |
$528 - $579
|
6.78K
$402K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1- 0.01% |
$58.7 - $64.4
|
6.72K
$399K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-51.6K- 1.83% |
$2.77M - $3.06M
|
2.77M
$164M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-49.4K- 32.49% |
$2.65M - $2.93M
|
103K
$6.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-7.92K- 2.01% |
$425K - $469K
|
386K
$22.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-6.42K- 7.46% |
$345K - $380K
|
79.7K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.33K- 9.83% |
$286K - $316K
|
48.9K
$2.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.53K- 2.31% |
$189K - $209K
|
149K
$8.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.02K- 44.78% |
$162K - $179K
|
3.72K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.83K- 12.67% |
$152K - $167K
|
19.5K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.8K- 18.4% |
$150K - $166K
|
12.4K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.48K- 10.31% |
$79.6K - $87.8K
|
12.9K
$765K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.4K- 18.57% |
$75.3K - $83.1K
|
6.15K
$365K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 2.41% |
$61.7K - $68.1K
|
46.7K
$2.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-973- 67.62% |
$52.2K - $57.6K
|
466
$27.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-866- 18.6% |
$46.5K - $51.3K
|
3.79K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-742- 1.43% |
$39.8K - $44K
|
51.2K
$3.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-655- 6.8% |
$35.2K - $38.8K
|
8.98K
$533K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-647- 20.57% |
$34.7K - $38.3K
|
2.5K
$148K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-410- 10.77% |
$22K - $24.3K
|
3.4K
$202K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-400- 2.36% |
$21.5K - $23.7K
|
16.6K
$983K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-377- 6.72% |
$20.2K - $22.3K
|
5.24K
$311K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-203- 67.67% |
$10.9K - $12K
|
97
$5.76K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-200- 11.11% |
$10.7K - $11.8K
|
1.6K
$94.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-117- 22.03% |
$6.28K - $6.93K
|
414
$24.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-61- 1.28% |
$3.27K - $3.61K
|
4.69K
$278K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-15- 0.28% |
$805 - $889
|
5.26K
$312K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 0.46% |
$483 - $533
|
1.96K
$116K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-93.7K- 68.62% |
$4.97M - $5.24M
|
42.9K
$2.54M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-8.26K- 15.89% |
$438K - $462K
|
43.7K
$2.6M
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.59K- 2.81% |
$84.5K - $89.1K
|
55K
$3.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 10.54% |
$66K - $69.7K
|
10.6K
$627K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-290- 0.3% |
$15.4K - $16.2K
|
94.8K
$5.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-200- 66.67% |
$10.6K - $11.2K
|
100
$5.93K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-140- 2.58% |
$7.43K - $7.83K
|
5.28K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-136- 34.61% |
$7.21K - $7.61K
|
257
$15.3K
|
|