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

Gateway Wealth Partners, LLC

$386 Billion
Q4 2024

A detailed history of Gateway Wealth Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 53,943 shares of RDVY stock, worth $3.16 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

53,943

Previous 72,164 25.25%

Holding current value

$3.16 Million

Previous $4.27 Billion 25.34%

% of portfolio

0.83%

Previous 1.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$58.65 - $64.37 $1.07 Million - $1.17 Million	-18,221 Reduced 25.25%	53,943 $3.19 Billion
Q3 2024 Oct 24, 2024	SELL	$53.68 - $59.24 $271,191 - $299,280	-5,052 Reduced 6.54%	72,164 $4.27 Billion
Q2 2024 Aug 16, 2024	BUY	$53.05 - $55.95 $376,548 - $397,133	7,098 Added 10.12%	77,216 $4.23 Billion
Q1 2024 May 14, 2024	SELL	$50.05 - $56.17 $74,624 - $83,749	-1,491 Reduced 2.08%	70,118 $3.94 Billion
Q4 2023 Feb 13, 2024	BUY	$43.44 - $52.04 $22,501 - $26,956	518 Added 0.73%	71,609 $3.7 Billion
Q3 2023 Nov 14, 2023	BUY	$45.58 - $49.58 $471,251 - $512,607	10,339 Added 17.02%	71,091 $3.27 Billion
Q2 2023 Aug 14, 2023	BUY	$42.83 - $47.25 $249,827 - $275,609	5,833 Added 10.62%	60,752 $2.86 Billion
Q1 2023 May 10, 2023	SELL	$42.66 - $48.92 $248,110 - $284,518	-5,816 Reduced 9.58%	54,919 $2.46 Billion
Q4 2022 Feb 15, 2023	BUY	$39.34 - $47.06 $2.39 Million - $2.86 Million	60,735 New	60,735 $2.67 Billion

Others Institutions Holding RDVY

# of Institutions

691

Shares Held

170M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

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