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 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-46.7K- 67.98% |
$2.41M - $2.93M
|
22K
$1.39M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-42K- 32.3% |
$2.17M - $2.63M
|
88K
$5.57M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-38K- 25.94% |
$1.96M - $2.38M
|
108K
$6.87M
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-13.2K- 4.79% |
$679K - $826K
|
262K
$16.6M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.1K- 4.76% |
$627K - $762K
|
243K
$15.4M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.62K- 46.91% |
$496K - $603K
|
10.9K
$690K
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-9.25K- 8.2% |
$477K - $580K
|
104K
$6.56M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.06K- 11.84% |
$364K - $443K
|
52.5K
$3.33M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.99K- 42.77% |
$206K - $251K
|
5.35K
$339K
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-3.91K- 39.11% |
$202K - $246K
|
6.09K
$386K
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.9K- 4.64% |
$201K - $245K
|
80.2K
$5.08M
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3.87K- 0.58% |
$200K - $243K
|
658K
$41.7M
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.62K- 23.23% |
$187K - $227K
|
12K
$758K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.4K- 5.69% |
$176K - $213K
|
56.4K
$3.57M
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.35K- 0.77% |
$121K - $147K
|
302K
$19.1M
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-2.01K- 1.48% |
$104K - $126K
|
134K
$8.49M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.83K- 11.38% |
$94.5K - $115K
|
14.3K
$904K
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.64K- 0.56% |
$84.4K - $103K
|
292K
$18.5M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.6K- 2.21% |
$82.3K - $100K
|
70.6K
$4.47M
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 3.28% |
$77.4K - $94.1K
|
44.2K
$2.8M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-938- 13.61% |
$48.4K - $58.9K
|
5.95K
$377K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-905- 3.16% |
$46.7K - $56.8K
|
27.8K
$1.76M
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-826- 1.42% |
$42.6K - $51.8K
|
57.3K
$3.63M
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-603- 1.13% |
$31.1K - $37.8K
|
53K
$3.36M
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-528- 2.34% |
$27.2K - $33.1K
|
22K
$1.39M
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-279- 1.05% |
$14.4K - $17.5K
|
26.3K
$1.67M
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-223- 0.43% |
$11.5K - $14K
|
51.8K
$3.28M
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-102- 0.46% |
$5.26K - $6.4K
|
22.2K
$1.41M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-102- 0.18% |
$5.26K - $6.4K
|
56.4K
$3.58M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-73- 1.8% |
$3.77K - $4.58K
|
3.99K
$253K
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-45- 0.13% |
$2.32K - $2.82K
|
34.5K
$2.19M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 0.51% |
$774 - $941
|
2.93K
$185K
|
|
Q1 2025 | |||||||
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-315K- 98.29% |
$18M - $20M
|
5.48K
$347K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-247K- 83.44% |
$14.2M - $15.7M
|
49.1K
$3.11M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-173K- 49.99% |
$9.89M - $11M
|
173K
$11M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-152K- 20.96% |
$8.68M - $9.62M
|
572K
$36.2M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-97.2K- 25.26% |
$5.56M - $6.16M
|
288K
$18.2M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-94.8K- 41.18% |
$5.43M - $6.01M
|
135K
$8.58M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-87.1K- 12.29% |
$4.98M - $5.52M
|
622K
$39.4M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-57.4K- 6.21% |
$3.29M - $3.64M
|
868K
$55M
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-57.4K- 34.67% |
$3.28M - $3.64M
|
108K
$6.85M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-56.2K- 18.85% |
$3.21M - $3.56M
|
242K
$15.3M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46.6K- 1.81% |
$2.67M - $2.95M
|
2.53M
$160M
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-46.3K- 82.61% |
$2.65M - $2.94M
|
9.75K
$618K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44.4KClosed |
$2.54M - $2.81M
|
0
$0
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-42.4K- 65.0% |
$2.43M - $2.69M
|
22.8K
$1.45M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-33.5K- 29.0% |
$1.92M - $2.12M
|
82K
$5.2M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.4K- 1.77% |
$1.45M - $1.61M
|
1.41M
$89.3M
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-25K- 13.0% |
$1.43M - $1.58M
|
167K
$10.6M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-24.4K- 2.88% |
$1.4M - $1.55M
|
822K
$52.1M
|