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

Goldstone Financial Group, LLC

$661 Billion
Q1 2025

A detailed history of Goldstone Financial Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 58,684 shares of RDVY stock, worth $3.35 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

58,684

Previous 52,007 12.84%

Holding current value

$3.35 Million

Previous $3.08 Billion 11.69%

% of portfolio

0.52%

Previous 0.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$57.22 - $63.39 $382,057 - $423,255	6,677 Added 12.84%	58,684 $3.44 Billion
Q4 2024 Jan 14, 2025	BUY	$58.65 - $64.37 $226,975 - $249,111	3,870 Added 8.04%	52,007 $3.08 Billion
Q3 2024 Oct 28, 2024	BUY	$53.68 - $59.24 $2.58 Million - $2.85 Million	48,137 New	48,137 $2.85 Billion
Q2 2024 Jan 15, 2025	SELL	$53.05 - $55.95 $438,299 - $462,258	-8,262 Reduced 15.89%	43,745 $2.4 Billion
Q1 2024 Jan 15, 2025	BUY	$50.05 - $56.17 $12,062 - $13,536	241 Added 0.61%	39,766 $2.23 Billion
Q4 2023 Jan 15, 2025	SELL	$43.44 - $52.04 $542,218 - $649,563	-12,482 Reduced 24.0%	39,525 $2.04 Billion

Others Institutions Holding RDVY

# of Institutions

694

Shares Held

180M

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 Goldstone Financial Group, LLC, based on Form 13F filings with the SEC.

News

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

Account

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