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

Kmg Fiduciary Partners, LLC

$1.17 Billion
Q4 2024

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 153,695 shares of RDVY stock, worth $9.12 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

153,695

Previous 130,792 17.51%

Holding current value

$9.12 Million

Previous $7.74 Million 17.37%

% of portfolio

0.77%

Previous 0.68%

3 transactions

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

688

Shares Held

170M

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