Kapstone Financial Advisors LLC First Trust Rising Dividend Ac Transaction History

Kapstone Financial Advisors LLC

$212 Billion
Q3 2025

A detailed history of Kapstone Financial Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 14,591 shares of RDVY stock, worth $976,575. This represents 0.46% of its overall portfolio holdings.

Number of Shares

14,591

Previous 14,854 1.77%

Holding current value

$976,575

Previous $932 Million 5.31%

% of portfolio

0.46%

Previous 0.46%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$62.38 - $67.29 $16,405 - $17,697	-263 Reduced 1.77%	14,591 $981 Million
Q2 2025 Jul 11, 2025	BUY	$51.6 - $62.74 $106,038 - $128,930	2,055 Added 16.06%	14,854 $932 Million
Q1 2025 Apr 11, 2025	SELL	$57.22 - $63.39 $20,313 - $22,503	-355 Reduced 2.7%	12,799 $749 Million
Q4 2024 Feb 06, 2025	BUY	$58.65 - $64.37 $8,211 - $9,011	140 Added 1.08%	13,154 $825 Million
Q1 2024 May 13, 2024	BUY	$50.05 - $56.17 $95,695 - $107,397	1,912 Added 17.22%	13,014 $731 Million

Q4 2023 Feb 05, 2024	SELL	$43.44 - $52.04 $1,259 - $1,509	-29 Reduced 0.26%	11,102 $571 Million
Q3 2023 Nov 03, 2023	SELL	$45.58 - $49.58 $23,838 - $25,930	-523 Reduced 4.49%	11,131 $511 Million
Q2 2023 Aug 08, 2023	BUY	$42.83 - $47.25 $104,548 - $115,337	2,441 Added 26.5%	11,654 $575 Million
Q1 2023 Apr 20, 2023	BUY	$42.66 - $48.92 $9,470 - $10,860	222 Added 2.47%	9,213 $420 Million
Q4 2022 Feb 15, 2023	BUY	$39.34 - $47.06 $353,705 - $423,116	8,991 New	8,991 $440 Million

Others Institutions Holding RDVY

# of Institutions

746

Shares Held

204M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Kapstone Financial Advisors LLC First Trust Rising Dividend Ac Transaction History