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

Gateway Wealth Partners, LLC

$363 Billion
Q3 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 72,164 shares of RDVY stock, worth $4.53 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

72,164

Previous 77,216 6.54%

Holding current value

$4.53 Million

Previous $4.23 Billion 1.07%

% of portfolio

1.18%

Previous 1.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

587

Shares Held

149M

Call Options Held

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 Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Account

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