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 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-4.18K- 3.67% |
$245K - $269K
|
110K
$6.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.11K- 9.67% |
$241K - $264K
|
38.4K
$2.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.09K- 5.57% |
$240K - $263K
|
69.3K
$4.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.93K- 8.46% |
$230K - $253K
|
42.5K
$2.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.89K- 9.04% |
$228K - $250K
|
39.2K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.84K- 1.94% |
$225K - $247K
|
194K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.49K- 4.59% |
$205K - $225K
|
72.5K
$4.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.22K- 3.63% |
$189K - $207K
|
85.5K
$5.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.1K- 16.51% |
$182K - $199K
|
15.7K
$950K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.04K- 48.84% |
$178K - $196K
|
3.19K
$193K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.83K- 5.43% |
$166K - $182K
|
49.2K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.52K- 3.95% |
$148K - $162K
|
61.3K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.45K- 6.29% |
$143K - $157K
|
36.5K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.43K- 7.65% |
$142K - $156K
|
29.3K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.41K- 8.32% |
$142K - $155K
|
26.6K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.31K- 29.92% |
$135K - $148K
|
5.4K
$327K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.21K- 8.38% |
$130K - $142K
|
24.2K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.16K- 6.25% |
$127K - $139K
|
32.4K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.08K- 12.55% |
$122K - $134K
|
14.5K
$880K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.01K- 2.17% |
$118K - $129K
|
90.5K
$5.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2K- 9.6% |
$117K - $129K
|
18.8K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.93K- 2.82% |
$113K - $124K
|
66.5K
$4.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.71K- 2.59% |
$100K - $110K
|
64.3K
$3.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.68K- 0.56% |
$98.6K - $108K
|
298K
$18.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.67K- 6.2% |
$97.9K - $107K
|
25.3K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.66K- 13.78% |
$97.6K - $107K
|
10.4K
$631K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 6.99% |
$97.4K - $107K
|
22.1K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.62K- 3.45% |
$94.8K - $104K
|
45.3K
$2.74M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.55K- 1.19% |
$91.1K - $100K
|
129K
$7.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.48K- 6.42% |
$86.6K - $95.1K
|
21.5K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.42K- 29.83% |
$83.1K - $91.2K
|
3.33K
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.39K- 0.26% |
$81.5K - $89.4K
|
525K
$31.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.35K- 2.62% |
$79.1K - $86.8K
|
50.1K
$3.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1.33K- 0.52% |
$77.8K - $85.4K
|
255K
$15.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.32K- 14.44% |
$77.5K - $85.1K
|
7.83K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.28K- 1.71% |
$74.8K - $82.1K
|
73.1K
$4.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.23K- 0.61% |
$72.1K - $79.1K
|
200K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.23K- 20.62% |
$71.8K - $78.9K
|
4.72K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 1.5% |
$70.9K - $77.8K
|
79.2K
$4.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 23.11% |
$68.1K - $74.7K
|
3.86K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.16K- 0.78% |
$67.9K - $74.5K
|
147K
$8.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.15K- 22.78% |
$67.2K - $73.7K
|
3.88K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1.15K- 4.42% |
$67.2K - $73.7K
|
24.8K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.14K- 64.35% |
$66.7K - $73.2K
|
630
$38.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 6.06% |
$66K - $72.5K
|
17.5K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.11K- 21.65% |
$65.1K - $71.5K
|
4.02K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.09K- 7.27% |
$63.9K - $70.2K
|
13.9K
$843K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.07K- 9.63% |
$62.9K - $69.1K
|
10.1K
$611K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.07K- 16.65% |
$62.9K - $69K
|
5.37K
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.03K- 5.22% |
$60.2K - $66.1K
|
18.6K
$1.13M
|