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 |
---|---|---|---|---|---|---|---|
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
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.2K- 0.31% |
$1.1M - $1.22M
|
6.12M
$388M
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-18.7K- 7.5% |
$1.07M - $1.19M
|
231K
$14.6M
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-18.7K- 33.33% |
$1.07M - $1.18M
|
37.3K
$2.37M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-18.6K- 8.31% |
$1.07M - $1.18M
|
205K
$13M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-18.1K- 24.04% |
$1.04M - $1.15M
|
57.2K
$3.62M
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-16.6K- 12.17% |
$948K - $1.05M
|
120K
$7.58M
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-16.2K- 46.14% |
$929K - $1.03M
|
19K
$1.2M
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-14.9K- 12.68% |
$851K - $942K
|
102K
$6.49M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-14.6K- 1.31% |
$836K - $926K
|
1.1M
$69.8M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14K- 43.69% |
$803K - $890K
|
18.1K
$1.15M
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-13.2K- 17.62% |
$754K - $836K
|
61.6K
$3.91M
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-12.9K- 8.7% |
$737K - $817K
|
135K
$8.56M
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-12.5K- 7.69% |
$716K - $793K
|
150K
$9.52M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.2K- 3.21% |
$643K - $712K
|
338K
$21.4M
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10.9K- 30.02% |
$626K - $694K
|
25.5K
$1.62M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-9.93K- 18.31% |
$568K - $629K
|
44.3K
$2.81M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.41K- 69.67% |
$538K - $597K
|
4.1K
$260K
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-9.41K- 4.65% |
$538K - $596K
|
193K
$12.2M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.88K- 8.4% |
$508K - $563K
|
96.8K
$6.14M
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.76K- 12.64% |
$501K - $555K
|
60.5K
$3.84M
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-8.01K- 20.16% |
$458K - $508K
|
31.7K
$2.01M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.37K- 45.08% |
$421K - $467K
|
8.97K
$568K
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-7.21K- 3.77% |
$413K - $457K
|
184K
$11.7M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.04K- 43.25% |
$403K - $447K
|
9.24K
$586K
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-6.93K- 14.54% |
$396K - $439K
|
40.7K
$2.58M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.82K- 9.17% |
$390K - $432K
|
67.5K
$4.28M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.54K- 14.46% |
$374K - $415K
|
38.7K
$2.45M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.27K- 1.88% |
$358K - $397K
|
326K
$20.7M
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-5.88K- 5.68% |
$336K - $372K
|
97.6K
$6.18M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.6K- 29.12% |
$263K - $292K
|
11.2K
$710K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.59K- 13.24% |
$263K - $291K
|
30.1K
$1.91M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.47K- 6.95% |
$256K - $283K
|
59.8K
$3.79M
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-4.29K- 2.14% |
$245K - $272K
|
196K
$12.4M
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-3.6K- 13.52% |
$206K - $228K
|
23K
$1.46M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.35K- 3.84% |
$192K - $213K
|
83.9K
$5.32M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.34K- 7.87% |
$191K - $211K
|
39.1K
$2.47M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-3.25K- 9.28% |
$186K - $206K
|
31.8K
$2.01M
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.24K- 21.63% |
$185K - $205K
|
11.7K
$743K
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.13K- 3.2% |
$179K - $199K
|
94.9K
$6.01M
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-2.99K- 61.91% |
$171K - $189K
|
1.84K
$117K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 1.2% |
$162K - $179K
|
233K
$14.8M
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-2.72K- 0.48% |
$156K - $173K
|
564K
$35.7M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.57K- 11.62% |
$147K - $163K
|
19.5K
$1.24M
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-2.56K- 2.33% |
$146K - $162K
|
107K
$6.78M
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.5K- 11.07% |
$143K - $158K
|
20.1K
$1.27M
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.41K- 3.5% |
$138K - $153K
|
66.4K
$4.21M
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.32K- 2.92% |
$133K - $147K
|
76.9K
$4.87M
|