Ethos Financial Group, LLC First Trust Rising Dividend Ac Transaction History

Ethos Financial Group, LLC

  • $665 Million
  • Q4 2024

A detailed history of Ethos Financial Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Ethos Financial Group, LLC holds 4,017 shares of RDVY stock, worth $252,588. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,017
Previous 5,127 21.65%
Holding current value
$252,588
Previous $303,000 21.78%
% of portfolio
0.04%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$58.65 - $64.37 $65,101 - $71,450
-1,110 Reduced 21.65%
4,017 $237,000
Q3 2024

Nov 07, 2024
BUY
$53.68 - $59.24 $7,354 - $8,115
137 Added 2.75%
5,127 $303,000
Q2 2024

Aug 12, 2024
BUY
$53.05 - $55.95 $264,719 - $279,190
4,990 New
4,990 $273,000
Q4 2023

Feb 07, 2024
BUY
$43.44 - $52.04 $751,425 - $900,187
17,298 New
17,298 $894,000

Others Institutions Holding RDVY

# of Institutions
642
Shares Held
161M
Call Options Held
100
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
Track This Portfolio

Track Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email