Strategic Planning Group, LLC First Trust Rising Dividend Ac Transaction History

Strategic Planning Group, LLC

$616 Billion
Q2 2025

A detailed history of Strategic Planning Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Strategic Planning Group, LLC holds 233,307 shares of RDVY stock, worth $15.3 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares

233,307

Previous 227,326 2.63%

Holding current value

$15.3 Million

Previous $13.3 Billion 9.99%

% of portfolio

2.38%

Previous 2.6%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$51.6 - $62.74 $308,619 - $375,247	5,981 Added 2.63%	233,307 $14.6 Billion
Q1 2025 Apr 10, 2025	BUY	$57.22 - $63.39 $1.95 Million - $2.16 Million	34,010 Added 17.59%	227,326 $13.3 Billion
Q4 2024 Jan 23, 2025	BUY	$58.65 - $64.37 $11.3 Million - $12.4 Million	193,316 New	193,316 $11.4 Billion

Others Institutions Holding RDVY

# of Institutions

705

Shares Held

185M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

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Strategic Planning Group, LLC First Trust Rising Dividend Ac Transaction History