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
$312K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-247K- 83.44% |
$14.2M - $15.7M
|
49.1K
$2.8M
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-204K- 95.32% |
$11.7M - $12.9M
|
10K
$571K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-173K- 49.99% |
$9.89M - $11M
|
173K
$9.86M
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-46.3K- 82.61% |
$2.65M - $2.94M
|
9.75K
$556K
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-42.4K- 65.0% |
$2.43M - $2.69M
|
22.8K
$1.3M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-33.5K- 29.0% |
$1.92M - $2.12M
|
82K
$4.68M
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-25K- 13.0% |
$1.43M - $1.58M
|
167K
$9.53M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-24.4K- 2.88% |
$1.4M - $1.55M
|
822K
$46.9M
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-22.9K- 7.7% |
$1.31M - $1.45M
|
275K
$15.7M
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-21.6K- 18.92% |
$1.24M - $1.37M
|
92.6K
$5.28M
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-18.7K- 7.5% |
$1.07M - $1.19M
|
231K
$13.2M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-18.1K- 24.04% |
$1.04M - $1.15M
|
57.2K
$3.26M
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-16.9K- 7.92% |
$965K - $1.07M
|
196K
$11.2M
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-16.6K- 12.17% |
$948K - $1.05M
|
120K
$6.82M
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-10.4K- 22.52% |
$593K - $657K
|
35.7K
$2.03M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-9.93K- 18.31% |
$568K - $629K
|
44.3K
$2.53M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.41K- 69.67% |
$538K - $597K
|
4.1K
$234K
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-9.41K- 4.65% |
$538K - $596K
|
193K
$11M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.88K- 8.4% |
$508K - $563K
|
96.8K
$5.52M
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.76K- 12.64% |
$501K - $555K
|
60.5K
$3.45M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.43K- 2.83% |
$425K - $471K
|
255K
$14.5M
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-6.93K- 14.54% |
$396K - $439K
|
40.7K
$2.32M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.54K- 14.46% |
$374K - $415K
|
38.7K
$2.21M
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-6.16K- 9.58% |
$352K - $390K
|
58.1K
$3.31M
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-5.88K- 5.68% |
$336K - $372K
|
97.6K
$5.56M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.47K- 6.95% |
$256K - $283K
|
59.8K
$3.41M
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3.6K- 13.52% |
$206K - $228K
|
23K
$1.31M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.25K- 9.28% |
$186K - $206K
|
31.8K
$1.81M
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.13K- 3.2% |
$179K - $199K
|
94.9K
$5.41M
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.88K- 11.41% |
$165K - $183K
|
22.4K
$1.28M
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-2.72K- 0.48% |
$156K - $173K
|
564K
$32.2M
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-2.7K- 0.95% |
$154K - $171K
|
282K
$16.1M
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-2.65K- 3.71% |
$152K - $168K
|
68.7K
$3.92M
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.5K- 11.07% |
$143K - $158K
|
20.1K
$1.14M
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.32K- 2.92% |
$133K - $147K
|
76.9K
$4.39M
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.11K- 3.42% |
$121K - $134K
|
59.6K
$3.4M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.01K- 2.5% |
$115K - $128K
|
78.4K
$4.47M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.58K- 10.07% |
$90.3K - $100K
|
14.1K
$803K
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-1.54K- 8.27% |
$87.8K - $97.3K
|
17K
$971K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.48K- 5.17% |
$84.9K - $94K
|
27.2K
$1.55M
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.42K- 1.66% |
$81.4K - $90.2K
|
84.1K
$4.79M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.34K- 6.24% |
$76.8K - $85.1K
|
20.2K
$1.15M
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.26K- 3.3% |
$72.3K - $80.1K
|
37.1K
$2.12M
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.06K- 0.36% |
$60.6K - $67.1K
|
293K
$16.7M
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1.04K- 4.2% |
$59.6K - $66K
|
23.7K
$1.35M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.02K- 1.06% |
$58.5K - $64.8K
|
95.5K
$5.44M
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.01K- 5.36% |
$58K - $64.3K
|
17.9K
$1.02M
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-970- 1.39% |
$55.5K - $61.5K
|
69K
$3.93M
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-950- 2.04% |
$54.4K - $60.2K
|
45.7K
$2.61M
|