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 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-479- 0.83% |
$24.7K - $30.1K
|
57.1K
$3.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-445- 2.21% |
$23K - $27.9K
|
19.7K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-439- 1.04% |
$22.7K - $27.5K
|
42K
$2.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-397- 6.77% |
$20.5K - $24.9K
|
5.46K
$362K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-377- 1.87% |
$19.5K - $23.7K
|
19.8K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-372- 1.99% |
$19.2K - $23.3K
|
18.4K
$1.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-364- 1.76% |
$18.8K - $22.8K
|
20.4K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-359- 2.14% |
$18.5K - $22.5K
|
16.4K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-354- 69.14% |
$18.3K - $22.2K
|
158
$10.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-339- 1.77% |
$17.5K - $21.3K
|
18.8K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-323- 8.09% |
$16.7K - $20.3K
|
3.67K
$243K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-317- 5.77% |
$16.4K - $19.9K
|
5.17K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-310- 1.12% |
$16K - $19.4K
|
27.5K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-302- 0.6% |
$15.6K - $18.9K
|
50K
$3.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-302- 5.39% |
$15.6K - $18.9K
|
5.3K
$352K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-279- 1.05% |
$14.4K - $17.5K
|
26.3K
$1.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-272- 99.63% |
$14K - $17.1K
|
1
$66.3
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-264- 0.17% |
$13.6K - $16.6K
|
158K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-244- 1.53% |
$12.6K - $15.3K
|
15.7K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-239- 1.18% |
$12.3K - $15K
|
20K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-225- 0.7% |
$11.6K - $14.1K
|
31.7K
$2.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-223- 0.43% |
$11.5K - $14K
|
51.8K
$3.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-218- 1.53% |
$11.2K - $13.7K
|
14.1K
$934K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-207- 0.29% |
$10.7K - $13K
|
72.4K
$4.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-205- 5.99% |
$10.6K - $12.9K
|
3.22K
$214K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-197- 0.33% |
$10.2K - $12.4K
|
59.6K
$3.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-133- 0.2% |
$6.86K - $8.34K
|
67.3K
$4.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-121- 0.66% |
$6.24K - $7.59K
|
18.1K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-111- 0.11% |
$5.73K - $6.96K
|
98.4K
$6.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-110- 3.52% |
$5.68K - $6.9K
|
3.02K
$200K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-110- 0.28% |
$5.68K - $6.9K
|
39.3K
$2.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-102- 0.18% |
$5.26K - $6.4K
|
56.4K
$3.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-102- 0.46% |
$5.26K - $6.4K
|
22.2K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-100- 0.72% |
$5.16K - $6.27K
|
13.9K
$919K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-98- 38.28% |
$5.06K - $6.15K
|
158
$10.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-81- 1.55% |
$4.18K - $5.08K
|
5.15K
$341K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
SELL
|
- |
-75- 1.11% |
$3.87K - $4.71K
|
6.7K
$444K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-73- 1.8% |
$3.77K - $4.58K
|
3.99K
$265K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-60- 0.18% |
$3.1K - $3.76K
|
34.1K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-50- 13.44% |
$2.58K - $3.14K
|
322
$21.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-45- 0.13% |
$2.32K - $2.82K
|
34.5K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-39- 0.83% |
$2.01K - $2.45K
|
4.68K
$311K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-38- 1.01% |
$1.96K - $2.38K
|
3.74K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-37- 0.48% |
$1.91K - $2.32K
|
7.72K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-35- 1.12% |
$1.81K - $2.2K
|
3.09K
$205K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 0.51% |
$774 - $941
|
2.93K
$194K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-14- 0.29% |
$722 - $878
|
4.81K
$319K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5- 1.54% |
$258 - $314
|
320
$21.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3- 0.05% |
$155 - $188
|
6.45K
$427K
|
|
| Q1 2025 | |||||||
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-315K- 98.29% |
$18M - $20M
|
5.48K
$363K
|
|