Captrust Financial Advisors First Trust Rising Dividend Ac Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025

A detailed history of Captrust Financial Advisors transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Captrust Financial Advisors holds 14,110 shares of RDVY stock, worth $944,382. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,110
Previous 9,963 41.62%
Holding current value
$944,382
Previous $583,000 51.8%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$51.6 - $62.74 $213,985 - $260,182
4,147 Added 41.62%
14,110 $885,000
Q1 2025

May 14, 2025
BUY
$57.22 - $63.39 $278,432 - $308,455
4,866 Added 95.47%
9,963 $583,000
Q4 2024

Feb 14, 2025
BUY
$58.65 - $64.37 $53,899 - $59,156
919 Added 22.0%
5,097 $301,000
Q3 2024

Nov 14, 2024
BUY
$53.68 - $59.24 $224,275 - $247,504
4,178 New
4,178 $247,000
Q4 2023

Feb 14, 2024
BUY
$43.44 - $52.04 $168,764 - $202,175
3,885 New
3,885 $200,000
Q2 2022

Aug 16, 2022
SELL
$40.42 - $49.12 $82,416 - $100,155
-2,039 Reduced 48.59%
2,157 $88,000
Q1 2022

May 16, 2022
BUY
$46.62 - $52.79 $133,006 - $150,609
2,853 Added 212.43%
4,196 $206,000
Q4 2021

Feb 14, 2022
BUY
$47.66 - $52.06 $21,685 - $23,687
455 Added 51.24%
1,343 $70,000
Q3 2021

Nov 16, 2021
BUY
$46.43 - $49.91 $32,501 - $34,937
700 Added 372.34%
888 $42,000
Q2 2021

Aug 16, 2021
BUY
$46.13 - $49.37 $8,672 - $9,281
188 New
188 $9,000

Others Institutions Holding RDVY

# of Institutions
739
Shares Held
200M
Call Options Held
0
Put Options Held
0
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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