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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-9.5K- 25.44% |
$490K - $596K
|
27.8K
$1.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-9.25K- 8.2% |
$477K - $580K
|
104K
$6.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.67K- 3.39% |
$447K - $544K
|
247K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-8.53K- 5.1% |
$440K - $535K
|
159K
$10.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.06K- 11.84% |
$364K - $443K
|
52.5K
$3.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.03K- 8.97% |
$363K - $441K
|
71.4K
$4.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.36K- 21.14% |
$328K - $399K
|
23.7K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.28K- 5.29% |
$324K - $394K
|
112K
$7.45M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.24K- 10.12% |
$322K - $391K
|
55.4K
$3.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.94K- 30.73% |
$306K - $373K
|
13.4K
$888K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-5.19K- 22.65% |
$268K - $326K
|
17.7K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-4.97K- 2.43% |
$257K - $312K
|
200K
$13.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.91K- 42.81% |
$254K - $308K
|
6.56K
$435K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.51K- 1.39% |
$233K - $283K
|
320K
$21.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-4.43K- 7.26% |
$228K - $278K
|
56.6K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.35K- 44.43% |
$224K - $273K
|
5.44K
$361K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.21K- 20.14% |
$217K - $264K
|
16.7K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.99K- 42.77% |
$206K - $251K
|
5.35K
$354K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-3.91K- 39.11% |
$202K - $246K
|
6.09K
$404K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.9K- 4.64% |
$201K - $245K
|
80.2K
$5.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3.87K- 0.58% |
$200K - $243K
|
658K
$43.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-3.75K- 20.24% |
$194K - $235K
|
14.8K
$980K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.71K- 9.85% |
$191K - $233K
|
33.9K
$2.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.62K- 23.23% |
$187K - $227K
|
12K
$793K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3.47K- 6.82% |
$179K - $217K
|
47.3K
$3.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.4K- 5.69% |
$176K - $213K
|
56.4K
$3.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 1.79% |
$169K - $205K
|
179K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.2K- 75.73% |
$165K - $201K
|
1.03K
$68.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-3.09K- 18.21% |
$159K - $194K
|
13.9K
$920K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.87K- 7.33% |
$148K - $180K
|
36.3K
$2.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.82K- 6.92% |
$145K - $177K
|
37.9K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.76K- 28.09% |
$142K - $173K
|
7.06K
$468K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2.55K- 16.41% |
$131K - $160K
|
13K
$861K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-2.53K- 28.48% |
$131K - $159K
|
6.36K
$422K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.5K- 25.43% |
$129K - $157K
|
7.32K
$486K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.47K- 40.04% |
$128K - $155K
|
3.7K
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.35K- 0.77% |
$121K - $147K
|
302K
$20M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.27K- 23.3% |
$117K - $143K
|
7.48K
$496K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.27K- 19.79% |
$117K - $142K
|
9.18K
$609K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-2.25K- 6.46% |
$116K - $141K
|
32.6K
$2.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.25K- 11.53% |
$116K - $141K
|
17.2K
$1.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-2.2K- 75.6% |
$113K - $138K
|
709
$47K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.17K- 7.73% |
$112K - $136K
|
25.9K
$1.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.15K- 2.26% |
$111K - $135K
|
92.7K
$6.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.14K- 9.26% |
$110K - $134K
|
21K
$1.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.07K- 19.97% |
$107K - $130K
|
8.3K
$550K
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-2.01K- 1.48% |
$104K - $126K
|
134K
$8.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-2.01K- 3.04% |
$103K - $126K
|
64K
$4.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-2K- 9.15% |
$103K - $126K
|
19.9K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.96K- 20.67% |
$101K - $123K
|
7.52K
$499K
|