Fee Only Financial Planning, L.C. First Trust Rising Dividend Ac Transaction History

Fee Only Financial Planning, L.C.

$155 Billion
Q4 2024

A detailed history of Fee Only Financial Planning, L.C. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Fee Only Financial Planning, L.C. holds 4,435 shares of RDVY stock, worth $277,808. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,435

Previous 4,635 4.31%

Holding current value

$277,808

Previous $274 Million 4.43%

% of portfolio

0.17%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$58.65 - $64.37 $11,730 - $12,874	-200 Reduced 4.31%	4,435 $262 Million
Q3 2024 Nov 01, 2024	SELL	$53.68 - $59.24 $16,104 - $17,772	-300 Reduced 6.08%	4,635 $274 Million
Q2 2024 Aug 05, 2024	SELL	$53.05 - $55.95 $10,610 - $11,190	-200 Reduced 3.89%	4,935 $270 Million
Q1 2024 Apr 25, 2024	SELL	$50.05 - $56.17 $31,531 - $35,387	-630 Reduced 10.93%	5,135 $288 Million
Q4 2023 Feb 05, 2024	SELL	$43.44 - $52.04 $4,344 - $5,204	-100 Reduced 1.71%	5,765 $298 Million
Q1 2023 Apr 22, 2024	BUY	$42.66 - $48.92 $4,266 - $4,892	100 Added 1.73%	5,865 $263 Million
Q1 2023 Apr 28, 2023	SELL	$42.66 - $48.92 $12,797 - $14,676	-300 Reduced 4.87%	5,865 $263 Million
Q4 2022 Feb 03, 2023	BUY	$39.34 - $47.06 $242,531 - $290,124	6,165 New	6,165 $271 Million

Others Institutions Holding RDVY

# of Institutions

675

Shares Held

169M

Call Options Held

100

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fee Only Financial Planning, L.C., based on Form 13F filings with the SEC.

News

Stay updated on Fee Only Financial Planning, L.C. with notifications on news.

Account

Fee Only Financial Planning, L.C. First Trust Rising Dividend Ac Transaction History