Kapstone Financial Advisors LLC First Trust Rising Dividend Ac Transaction History

Kapstone Financial Advisors LLC

$187 Billion
Q4 2024

A detailed history of Kapstone Financial Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 13,154 shares of RDVY stock, worth $821,204. This represents 0.44% of its overall portfolio holdings.

Number of Shares

13,154

Previous 13,014 1.08%

Holding current value

$821,204

Previous $767 Million 7.54%

% of portfolio

0.44%

Previous 0.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$58.65 - $64.37 $8,211 - $9,011	140 Added 1.08%	13,154 $825 Million
Q1 2024 May 13, 2024	BUY	$50.05 - $56.17 $95,695 - $107,397	1,912 Added 17.22%	13,014 $731 Million
Q4 2023 Feb 05, 2024	SELL	$43.44 - $52.04 $1,259 - $1,509	-29 Reduced 0.26%	11,102 $571 Million
Q3 2023 Nov 03, 2023	SELL	$45.58 - $49.58 $23,838 - $25,930	-523 Reduced 4.49%	11,131 $511 Million
Q2 2023 Aug 08, 2023	BUY	$42.83 - $47.25 $104,548 - $115,337	2,441 Added 26.5%	11,654 $575 Million
Q1 2023 Apr 20, 2023	BUY	$42.66 - $48.92 $9,470 - $10,860	222 Added 2.47%	9,213 $420 Million
Q4 2022 Feb 15, 2023	BUY	$39.34 - $47.06 $353,705 - $423,116	8,991 New	8,991 $440 Million

Others Institutions Holding RDVY

# of Institutions

650

Shares Held

162M

Call Options Held

100

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kapstone Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kapstone Financial Advisors LLC with notifications on news.

Account

Kapstone Financial Advisors LLC First Trust Rising Dividend Ac Transaction History