Kmg Fiduciary Partners, LLC First Trust Rising Dividend Ac Transaction History

Kmg Fiduciary Partners, LLC

$1.45 Billion
Q3 2025

A detailed history of Kmg Fiduciary Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 181,672 shares of RDVY stock, worth $12.1 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

181,672

Previous 179,753 1.07%

Holding current value

$12.1 Million

Previous $11.3 Million 8.35%

% of portfolio

0.84%

Previous 0.86%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$62.38 - $67.29 $119,707 - $129,129	1,919 Added 1.07%	181,672 $12.2 Million
Q2 2025 Jul 09, 2025	BUY	$51.6 - $62.74 $356,349 - $433,282	6,906 Added 4.0%	179,753 $11.3 Million
Q1 2025 Apr 14, 2025	BUY	$57.22 - $63.39 $1.1 Million - $1.21 Million	19,152 Added 12.46%	172,847 $10 Million
Q4 2024 Jan 14, 2025	BUY	$58.65 - $64.37 $1.34 Million - $1.47 Million	22,903 Added 17.51%	153,695 $9.09 Million
Q3 2024 Oct 17, 2024	BUY	$53.68 - $59.24 $5.62 Million - $6.21 Million	104,750 Added 402.23%	130,792 $7.74 Million
Q2 2024 Jul 17, 2024	BUY	$53.05 - $55.95 $1.38 Million - $1.46 Million	26,042 New	26,042 $1.43 Million

Others Institutions Holding RDVY

# of Institutions

716

Shares Held

190M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Kmg Fiduciary Partners, LLC First Trust Rising Dividend Ac Transaction History