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
$93.4M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-18.6K- 8.31% |
$1.07M - $1.18M
|
205K
$13.6M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-14.9K- 12.68% |
$851K - $942K
|
102K
$6.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-9.41K- 4.65% |
$538K - $596K
|
193K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.37K- 45.08% |
$421K - $467K
|
8.97K
$595K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.29K- 9.2% |
$303K - $335K
|
52.2K
$3.46M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-4.29K- 2.14% |
$245K - $272K
|
196K
$13M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.5K- 11.07% |
$143K - $158K
|
20.1K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.75K- 7.39% |
$100K - $111K
|
21.9K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.36K- 35.29% |
$77.8K - $86.2K
|
2.49K
$165K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-970- 1.39% |
$55.5K - $61.5K
|
69K
$4.58M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-912- 58.13% |
$52.2K - $57.8K
|
657
$43.6K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-895- 10.49% |
$51.2K - $56.7K
|
7.64K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-704- 41.31% |
$40.3K - $44.6K
|
1K
$66.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-630- 14.81% |
$36K - $39.9K
|
3.63K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-339- 0.78% |
$19.4K - $21.5K
|
43.3K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-250- 4.98% |
$14.3K - $15.8K
|
4.77K
$316K
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 4.51% |
$11.4K - $12.7K
|
4.24K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-189- 1.31% |
$10.8K - $12K
|
14.3K
$945K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-168- 1.41% |
$9.61K - $10.6K
|
11.7K
$778K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-122- 2.64% |
$6.98K - $7.73K
|
4.5K
$298K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-121- 0.6% |
$6.92K - $7.67K
|
19.9K
$1.32M
|
|
| Q4 2024 | |||||||
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-135K- 99.96% |
$7.92M - $8.7M
|
60
$3.98K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-12.1K- 35.63% |
$711K - $780K
|
21.9K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.7K- 4.69% |
$626K - $687K
|
217K
$14.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.42K- 29.83% |
$83.1K - $91.2K
|
3.33K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.23K- 20.62% |
$71.8K - $78.9K
|
4.72K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.14K- 64.35% |
$66.7K - $73.2K
|
630
$41.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-821- 17.73% |
$48.2K - $52.8K
|
3.81K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-754- 15.69% |
$44.2K - $48.5K
|
4.05K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-515- 29.28% |
$30.2K - $33.2K
|
1.24K
$82.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-422- 10.88% |
$24.8K - $27.2K
|
3.46K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-386- 3.14% |
$22.6K - $24.8K
|
11.9K
$788K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-352- 6.33% |
$20.6K - $22.7K
|
5.21K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-350- 6.52% |
$20.5K - $22.5K
|
5.02K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-267- 4.05% |
$15.7K - $17.2K
|
6.32K
$419K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-200- 40.0% |
$11.7K - $12.9K
|
300
$19.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-128- 0.87% |
$7.51K - $8.24K
|
14.5K
$964K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-126- 6.86% |
$7.39K - $8.11K
|
1.71K
$113K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-97- 13.27% |
$5.69K - $6.24K
|
634
$42K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-51.6K- 1.83% |
$2.77M - $3.06M
|
2.77M
$183M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-7.92K- 2.01% |
$425K - $469K
|
386K
$25.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.33K- 9.83% |
$286K - $316K
|
48.9K
$3.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.02K- 44.78% |
$162K - $179K
|
3.72K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.8K- 18.4% |
$150K - $166K
|
12.4K
$824K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.48K- 10.31% |
$79.6K - $87.8K
|
12.9K
$855K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-973- 67.62% |
$52.2K - $57.6K
|
466
$30.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-742- 1.43% |
$39.8K - $44K
|
51.2K
$3.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-410- 10.77% |
$22K - $24.3K
|
3.4K
$225K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-377- 6.72% |
$20.2K - $22.3K
|
5.24K
$347K
|
|