A detailed history of Creative Planning transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Creative Planning holds 3,713 shares of RDVY stock, worth $238,077. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,713
Previous 4,746 21.77%
Holding current value
$238,077
Previous $259,000 15.44%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$53.68 - $59.24 $55,451 - $61,194
-1,033 Reduced 21.77%
3,713 $219,000
Q2 2024

Aug 15, 2024

BUY
$53.05 - $55.95 $251,775 - $265,538
4,746 New
4,746 $259,000
Q4 2023

Feb 14, 2024

BUY
$43.44 - $52.04 $237,312 - $284,294
5,463 New
5,463 $282,000
Q1 2023

May 15, 2023

SELL
$42.66 - $48.92 $47,736 - $54,741
-1,119 Reduced 19.39%
4,652 $208,000
Q4 2022

Feb 10, 2023

BUY
$39.34 - $47.06 $227,031 - $271,583
5,771 New
5,771 $253,000
Q2 2022

Aug 15, 2022

SELL
$40.42 - $49.12 $175,584 - $213,377
-4,344 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$46.62 - $52.79 $202,517 - $229,319
4,344 New
4,344 $213,000

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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