Daymark Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History

Daymark Wealth Partners, LLC

$2.5 Billion
Q2 2025

A detailed history of Daymark Wealth Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 189,775 shares of RDVY stock, worth $12.1 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

189,775

Previous 95,535 98.64%

Holding current value

$12.1 Million

Previous $5.59 Million 112.91%

% of portfolio

0.48%

Previous 0.25%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$51.6 - $62.74 $4.86 Million - $5.91 Million	94,240 Added 98.64%	189,775 $11.9 Million
Q1 2025 Apr 14, 2025	BUY	$57.22 - $63.39 $44,059 - $48,810	770 Added 0.81%	95,535 $5.54 Million
Q4 2024 Jan 17, 2025	BUY	$58.65 - $64.37 $157,651 - $173,026	2,688 Added 2.92%	94,765 $5.6 Million
Q3 2024 Oct 08, 2024	BUY	$53.68 - $59.24 $406,464 - $448,565	7,572 Added 8.96%	92,077 $5.45 Million
Q2 2024 Aug 14, 2024	BUY	$53.05 - $55.95 $248,963 - $262,573	4,693 Added 5.88%	84,505 $4.63 Million
Q1 2024 Apr 10, 2024	BUY	$50.05 - $56.17 $342,191 - $384,034	6,837 Added 9.37%	79,812 $4.48 Million
Q4 2023 Jan 09, 2024	BUY	$43.44 - $52.04 $174,281 - $208,784	4,012 Added 5.82%	72,975 $3.77 Million
Q3 2023 Oct 10, 2023	BUY	$45.58 - $49.58 $414,641 - $451,029	9,097 Added 15.2%	68,963 $3.17 Million
Q2 2023 Jul 19, 2023	BUY	$42.83 - $47.25 $946,371 - $1.04 Million	22,096 Added 58.5%	59,866 $2.82 Million
Q1 2023 Apr 20, 2023	BUY	$42.66 - $48.92 $141,076 - $161,778	3,307 Added 9.6%	37,770 $1.69 Million
Q4 2022 Jan 25, 2023	BUY	$39.34 - $47.06 $1.36 Million - $1.62 Million	34,463 New	34,463 $0

Others Institutions Holding RDVY

# of Institutions

709

Shares Held

183M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Daymark Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History