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 7,705 shares of RDVY stock, worth $494,044. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,705
Previous 8,197 6.0%
Holding current value
$494,044
Previous $448,000 1.79%
% of portfolio
0.03%
Previous 0.04%

Shares

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

About FIRST TRUST RISING DIVIDEND AC


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