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 13,014 shares of RDVY stock, worth $776,415. This represents 0.47% of its overall portfolio holdings.

Number of Shares
13,014
Previous 13,014 -0.0%
Holding current value
$776,415
Previous $713 Million 7.67%
% of portfolio
0.47%
Previous 0.47%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
Track This Portfolio

Track Kapstone Financial Advisors LLC Portfolio

Follow Kapstone Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kapstone Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kapstone Financial Advisors LLC with notifications on news.