Principal Securities, Inc. First Trust Rising Dividend Ac Transaction History

Principal Securities, Inc.

$5.32 Trillion
Q2 2025

A detailed history of Principal Securities, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Principal Securities, Inc. holds 122,456 shares of RDVY stock, worth $8.24 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

122,456

Previous 140,573 12.89%

Holding current value

$8.24 Million

Previous $8.31 Billion 7.59%

% of portfolio

0.14%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$51.6 - $62.74 $934,837 - $1.14 Million	-18,117 Reduced 12.89%	122,456 $7.68 Billion
Q1 2025 Apr 30, 2025	BUY	$57.22 - $63.39 $22,945 - $25,419	401 Added 0.29%	140,573 $8.31 Billion
Q4 2024 Jan 30, 2025	BUY	$58.65 - $64.37 $3.02 Million - $3.32 Million	51,575 Added 58.21%	140,172 $8.29 Billion
Q3 2024 Oct 28, 2024	SELL	$53.68 - $59.24 $81,969 - $90,459	-1,527 Reduced 1.69%	88,597 $5.25 Billion
Q2 2024 Jul 31, 2024	BUY	$53.05 - $55.95 $90,238 - $95,170	1,701 Added 1.92%	90,124 $4.93 Billion
Q1 2024 May 10, 2024	SELL	$50.05 - $56.17 $22,172 - $24,883	-443 Reduced 0.5%	88,423 $4.97 Billion
Q4 2023 Feb 07, 2024	BUY	$43.44 - $52.04 $3.86 Million - $4.62 Million	88,866 New	88,866 $4.59 Billion

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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Principal Securities, Inc. First Trust Rising Dividend Ac Transaction History