A detailed history of Financial Partners Group, Inc transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Financial Partners Group, Inc holds 468,542 shares of RDVY stock, worth $29.4 Million. This represents 4.2% of its overall portfolio holdings.

Number of Shares
468,542
Previous 484,936 3.38%
Holding current value
$29.4 Million
Previous $26.6 Million 4.49%
% of portfolio
4.2%
Previous 4.25%

Shares

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

Oct 30, 2024

SELL
$53.68 - $59.24 $880,029 - $971,180
-16,394 Reduced 3.38%
468,542 $27.7 Million
Q2 2024

Jul 19, 2024

BUY
$53.05 - $55.95 $1.45 Million - $1.53 Million
27,359 Added 5.98%
484,936 $26.6 Million
Q1 2024

May 07, 2024

BUY
$50.05 - $56.17 $2.36 Million - $2.64 Million
47,068 Added 11.47%
457,577 $25.7 Million
Q4 2023

Feb 09, 2024

BUY
$43.44 - $52.04 $612,677 - $733,972
14,104 Added 3.56%
410,509 $21.2 Million
Q3 2023

Nov 13, 2023

BUY
$45.58 - $49.58 $1.62 Million - $1.77 Million
35,608 Added 9.87%
396,405 $18.2 Million
Q2 2023

Aug 08, 2023

SELL
$42.83 - $47.25 $416,050 - $458,986
-9,714 Reduced 2.62%
360,797 $17 Million
Q1 2023

May 12, 2023

SELL
$42.66 - $48.92 $59,468 - $68,194
-1,394 Reduced 0.37%
370,511 $16.6 Million
Q4 2022

Feb 14, 2023

SELL
$39.34 - $47.06 $11.9 Million - $14.3 Million
-303,216 Reduced 44.91%
371,905 $16.3 Million
Q3 2022

Nov 14, 2022

SELL
$38.88 - $46.42 $860,803 - $1.03 Million
-22,140 Reduced 3.18%
675,121 $26.2 Million
Q2 2022

Aug 12, 2022

BUY
$40.42 - $49.12 $1.29 Million - $1.57 Million
31,986 Added 4.81%
697,261 $28.5 Million
Q1 2022

Apr 29, 2022

BUY
$46.62 - $52.79 $8.47 Million - $9.59 Million
181,588 Added 37.54%
665,275 $32.6 Million
Q4 2021

Feb 10, 2022

BUY
$47.66 - $52.06 $3.05 Million - $3.34 Million
64,061 Added 15.27%
483,687 $24.3 Million
Q3 2021

Nov 05, 2021

BUY
$46.43 - $49.91 $1.37 Million - $1.48 Million
29,560 Added 7.58%
419,626 $19.9 Million
Q2 2021

Aug 13, 2021

BUY
$46.13 - $49.37 $7.47 Million - $8 Million
162,037 Added 71.06%
390,066 $18.7 Million
Q1 2021

May 04, 2021

BUY
$39.09 - $45.86 $853,569 - $1 Million
21,836 Added 10.59%
228,029 $10.4 Million
Q4 2020

Feb 16, 2021

BUY
$31.97 - $39.94 $6.2 Million - $7.75 Million
194,056 Added 1598.88%
206,193 $8.52 Million
Q3 2020

Nov 13, 2020

BUY
$30.37 - $34.47 $166,275 - $188,723
5,475 Added 82.18%
12,137 $397,000
Q2 2020

Aug 06, 2020

BUY
$23.99 - $33.86 $159,821 - $225,575
6,662 New
6,662 $205,000

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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