A detailed history of New Edge Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, New Edge Wealth, LLC holds 60,571 shares of RDVY stock, worth $3.88 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
60,571
Previous 61,766 1.93%
Holding current value
$3.88 Million
Previous $3.38 Million 6.06%
% of portfolio
0.07%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$53.68 - $59.24 $64,147 - $70,791
-1,195 Reduced 1.93%
60,571 $3.59 Million
Q2 2024

Aug 01, 2024

SELL
$53.05 - $55.95 $51,352 - $54,159
-968 Reduced 1.54%
61,766 $3.38 Million
Q1 2024

May 06, 2024

SELL
$50.05 - $56.17 $19,019 - $21,344
-380 Reduced 0.6%
62,734 $3.52 Million
Q4 2023

Jan 29, 2024

SELL
$43.44 - $52.04 $41,224 - $49,385
-949 Reduced 1.48%
63,114 $3.26 Million
Q3 2023

Nov 08, 2023

BUY
$45.58 - $49.58 $871,990 - $948,514
19,131 Added 42.58%
64,063 $2.94 Million
Q2 2023

Aug 09, 2023

BUY
$42.83 - $47.25 $1.65 Million - $1.81 Million
38,408 Added 588.72%
44,932 $2.12 Million
Q1 2023

May 08, 2023

BUY
$42.66 - $48.92 $278,313 - $319,154
6,524 New
6,524 $292,000

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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