Creative Planning First Trust Rising Dividend Ac Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Creative Planning holds 6,584 shares of RDVY stock, worth $390,694. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,584

Previous 3,713 77.32%

Holding current value

$390,694

Previous $219,000 77.63%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$58.65 - $64.37 $168,384 - $184,806	2,871 Added 77.32%	6,584 $389,000
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

# of Institutions

687

Shares Held

170M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

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Creative Planning First Trust Rising Dividend Ac Transaction History