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 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-325- 88.56% |
$18.6K - $20.6K
|
42
$2.66K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-299- 44.56% |
$17.1K - $19K
|
372
$23.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-295- 8.62% |
$16.9K - $18.7K
|
3.13K
$198K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-272- 0.41% |
$15.6K - $17.2K
|
66K
$4.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-250- 4.98% |
$14.3K - $15.8K
|
4.77K
$302K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-235- 0.55% |
$13.4K - $14.9K
|
42.4K
$2.69M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-221- 5.51% |
$12.6K - $14K
|
3.79K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-220- 1.18% |
$12.6K - $13.9K
|
18.5K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-210- 17.36% |
$12K - $13.3K
|
1K
$63.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-210- 1.33% |
$12K - $13.3K
|
15.5K
$984K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-204- 3.04% |
$11.7K - $12.9K
|
6.52K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-200- 0.95% |
$11.4K - $12.7K
|
20.9K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 4.51% |
$11.4K - $12.7K
|
4.24K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-189- 1.31% |
$10.8K - $12K
|
14.3K
$903K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-173- 1.24% |
$9.9K - $11K
|
13.7K
$871K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-170- 3.15% |
$9.73K - $10.8K
|
5.23K
$331K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-168- 1.41% |
$9.61K - $10.6K
|
11.7K
$743K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-158- 0.16% |
$9.04K - $10K
|
98.6K
$6.24M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-147- 0.64% |
$8.41K - $9.32K
|
22.8K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-145- 2.57% |
$8.3K - $9.19K
|
5.49K
$348K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-124- 0.36% |
$7.1K - $7.86K
|
34.1K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-122- 2.64% |
$6.98K - $7.73K
|
4.5K
$285K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-121- 0.6% |
$6.92K - $7.67K
|
19.9K
$1.26M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-109- 0.49% |
$6.24K - $6.91K
|
22.2K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-108- 0.53% |
$6.18K - $6.85K
|
20.2K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-100- 0.6% |
$5.72K - $6.34K
|
16.5K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-83- 2.15% |
$4.75K - $5.26K
|
3.78K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-67- 0.67% |
$3.83K - $4.25K
|
9.87K
$625K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-42- 0.4% |
$2.4K - $2.66K
|
10.4K
$657K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-41- 0.84% |
$2.35K - $2.6K
|
4.83K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-39- 0.29% |
$2.23K - $2.47K
|
13.6K
$860K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-37- 0.25% |
$2.12K - $2.35K
|
14.7K
$934K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10- 0.12% |
$572 - $634
|
8.03K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-9- 0.09% |
$515 - $571
|
10.1K
$638K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-5- 0.02% |
$286 - $317
|
20.7K
$1.31M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-408K- 13.45% |
$23.9M - $26.3M
|
2.63M
$166M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-135K- 99.96% |
$7.92M - $8.7M
|
60
$3.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-13.9K- 41.73% |
$815K - $895K
|
19.4K
$1.23M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-12.1K- 35.63% |
$711K - $780K
|
21.9K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.7K- 4.69% |
$626K - $687K
|
217K
$13.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.42K- 29.83% |
$83.1K - $91.2K
|
3.33K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.23K- 20.62% |
$71.8K - $78.9K
|
4.72K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.14K- 64.35% |
$66.7K - $73.2K
|
630
$39.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.11K- 21.65% |
$65.1K - $71.5K
|
4.02K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1K- 6.58% |
$58.7K - $64.4K
|
14.2K
$900K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-821- 17.73% |
$48.2K - $52.8K
|
3.81K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-754- 15.69% |
$44.2K - $48.5K
|
4.05K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-515- 29.28% |
$30.2K - $33.2K
|
1.24K
$78.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-422- 10.88% |
$24.8K - $27.2K
|
3.46K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-386- 3.14% |
$22.6K - $24.8K
|
11.9K
$753K
|
|