Principle Wealth Partners LLC First Trust Rising Dividend Ac Transaction History

Principle Wealth Partners LLC

$1.3 Billion
Q1 2025

A detailed history of Principle Wealth Partners LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Principle Wealth Partners LLC holds 5,230 shares of RDVY stock, worth $335,295. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,230

Previous 5,400 3.15%

Holding current value

$335,295

Previous $319,000 4.08%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$57.22 - $63.39 $9,727 - $10,776	-170 Reduced 3.15%	5,230 $306,000
Q4 2024 Jan 29, 2025	SELL	$58.65 - $64.37 $135,188 - $148,372	-2,305 Reduced 29.92%	5,400 $319,000
Q3 2024 Nov 13, 2024	SELL	$53.68 - $59.24 $26,410 - $29,146	-492 Reduced 6.0%	7,705 $456,000
Q2 2024 Aug 13, 2024	SELL	$53.05 - $55.95 $4,509 - $4,755	-85 Reduced 1.03%	8,197 $448,000
Q1 2024 Apr 23, 2024	BUY	$50.05 - $56.17 $4,854 - $5,448	97 Added 1.19%	8,282 $465,000
Q4 2023 Feb 05, 2024	BUY	$43.44 - $52.04 $50,911 - $60,990	1,172 Added 16.71%	8,185 $422,000
Q3 2023 Nov 01, 2023	SELL	$45.58 - $49.58 $27,302 - $29,698	-599 Reduced 7.87%	7,013 $322,000
Q2 2023 Jul 31, 2023	SELL	$42.83 - $47.25 $1,841 - $2,031	-43 Reduced 0.56%	7,612 $358,000
Q4 2022 Feb 02, 2023	SELL	$39.34 - $47.06 $38,789 - $46,401	-986 Reduced 11.41%	7,655 $336,000
Q3 2022 Nov 14, 2022	SELL	$38.88 - $46.42 $7.88 Million - $9.41 Million	-202,636 Reduced 95.91%	8,641 $336,000
Q2 2022 Aug 02, 2022	BUY	$40.42 - $49.12 $1.11 Million - $1.35 Million	27,574 Added 15.01%	211,277 $8.65 Million
Q1 2022 May 12, 2022	BUY	$46.62 - $52.79 $3.37 Million - $3.82 Million	72,313 Added 64.92%	183,703 $9 Million
Q4 2021 Feb 11, 2022	BUY	$47.66 - $52.06 $5.04 Million - $5.5 Million	105,664 Added 1845.34%	111,390 $5.77 Million
Q3 2021 Nov 16, 2021	BUY	$46.43 - $49.91 $265,858 - $285,784	5,726 New	5,726 $272,000

Others Institutions Holding RDVY

# of Institutions

703

Shares Held

181M

Call Options Held

Put Options Held

567

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Principle Wealth Partners LLC First Trust Rising Dividend Ac Transaction History