Naviter Wealth, LLC First Trust Rising Dividend Ac Transaction History

Naviter Wealth, LLC

$814 Million
Q4 2024

A detailed history of Naviter Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Naviter Wealth, LLC holds 167,549 shares of RDVY stock, worth $10.5 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

167,549

Previous 168,192 0.38%

Holding current value

$10.5 Million

Previous $9.96 Million 0.5%

% of portfolio

1.22%

Previous 1.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$58.65 - $64.37 $37,711 - $41,389	-643 Reduced 0.38%	167,549 $9.91 Million
Q3 2024 Oct 16, 2024	BUY	$53.68 - $59.24 $2.05 Million - $2.26 Million	38,232 Added 29.42%	168,192 $9.96 Million
Q2 2024 Aug 01, 2024	BUY	$53.05 - $55.95 $251,987 - $265,762	4,750 Added 3.79%	129,960 $7.12 Million
Q1 2024 Apr 18, 2024	SELL	$50.05 - $56.17 $1.43 Million - $1.6 Million	-28,543 Reduced 18.56%	125,210 $7.03 Million
Q4 2023 Feb 05, 2024	SELL	$43.44 - $52.04 $39,052 - $46,783	-899 Reduced 0.58%	153,753 $7.94 Million
Q3 2023 Nov 14, 2023	SELL	$45.58 - $49.58 $133,822 - $145,566	-2,936 Reduced 1.86%	154,652 $7.11 Million
Q2 2023 Jul 20, 2023	BUY	$42.83 - $47.25 $6.75 Million - $7.45 Million	157,588 New	157,588 $7.42 Million

Others Institutions Holding RDVY

# of Institutions

642

Shares Held

161M

Call Options Held

100

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Naviter Wealth, LLC First Trust Rising Dividend Ac Transaction History