Consolidated Planning Corp First Trust Rising Dividend Ac Transaction History

Consolidated Planning Corp

$710 Million
Q2 2025

A detailed history of Consolidated Planning Corp transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Consolidated Planning Corp holds 6,989 shares of RDVY stock, worth $444,570. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,989

Previous 4,616 51.41%

Holding current value

$444,570

Previous $270,000 62.22%

% of portfolio

0.06%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$51.6 - $62.74 $122,446 - $148,882	2,373 Added 51.41%	6,989 $438,000
Q4 2024 Jan 29, 2025	SELL	$58.65 - $64.37 $4,105 - $4,505	-70 Reduced 1.49%	4,616 $272,000
Q3 2024 Oct 31, 2024	SELL	$53.68 - $59.24 $1.32 Million - $1.45 Million	-24,519 Reduced 83.95%	4,686 $277,000
Q2 2024 Aug 02, 2024	BUY	$53.05 - $55.95 $1.32 Million - $1.39 Million	24,805 Added 563.75%	29,205 $1.6 Million
Q1 2024 May 02, 2024	SELL	$50.05 - $56.17 $1,501 - $1,685	-30 Reduced 0.68%	4,400 $247,000
Q4 2023 Feb 02, 2024	SELL	$43.44 - $52.04 $2.84 Million - $3.41 Million	-65,432 Reduced 93.66%	4,430 $228,000
Q3 2023 Nov 08, 2023	SELL	$45.58 - $49.58 $3.13 Million - $3.4 Million	-68,590 Reduced 49.54%	69,862 $3.21 Million
Q2 2023 Aug 14, 2023	BUY	$42.83 - $47.25 $3.38 Million - $3.73 Million	78,939 Added 132.64%	138,452 $6.52 Million
Q1 2023 May 04, 2023	BUY	$42.66 - $48.92 $680,213 - $780,029	15,945 Added 36.6%	59,513 $2.67 Million
Q4 2022 Feb 10, 2023	SELL	$39.34 - $47.06 $511 - $611	-13 Reduced 0.03%	43,568 $1.91 Million
Q3 2022 Nov 04, 2022	BUY	$38.88 - $46.42 $13,102 - $15,643	337 Added 0.78%	43,581 $1.69 Million
Q2 2022 Aug 12, 2022	BUY	$40.42 - $49.12 $1.75 Million - $2.12 Million	43,244 New	43,244 $1.77 Million

Others Institutions Holding RDVY

# of Institutions

703

Shares Held

181M

Call Options Held

Put Options Held

567

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About FIRST TRUST RISING DIVIDEND AC

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Consolidated Planning Corp First Trust Rising Dividend Ac Transaction History