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

Kmg Fiduciary Partners, LLC

$1.18 Billion
Q1 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 172,847 shares of RDVY stock, worth $10.5 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

172,847

Previous 153,695 12.46%

Holding current value

$10.5 Million

Previous $9.09 Million 10.35%

% of portfolio

0.85%

Previous 0.77%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

698

Shares Held

181M

Call Options Held

Put Options Held

567

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 Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.

Account

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