Bar Harbor Wealth Management First Trust Rising Dividend Ac Transaction History

Bar Harbor Wealth Management

  • $1.52 Billion
  • Q2 2025

A detailed history of Bar Harbor Wealth Management transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Bar Harbor Wealth Management holds 6,145 shares of RDVY stock, worth $395,184. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,145
Previous 5,258 16.87%
Holding current value
$395,184
Previous $307,000 25.41%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$51.6 - $62.74 $45,769 - $55,650
887 Added 16.87%
6,145 $385,000
Q3 2024

Oct 16, 2024
SELL
$53.68 - $59.24 $805 - $888
-15 Reduced 0.28%
5,258 $311,000
Q2 2024

Jul 17, 2024
BUY
$53.05 - $55.95 $279,732 - $295,024
5,273 New
5,273 $288,000

Others Institutions Holding RDVY

# of Institutions
702
Shares Held
181M
Call Options Held
0
Put Options Held
567
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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