Rockport Wealth LLC First Trust Rising Dividend Ac Transaction History

Rockport Wealth LLC

  • $432 Billion
  • Q2 2025

A detailed history of Rockport Wealth LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Rockport Wealth LLC holds 87,291 shares of RDVY stock, worth $5.72 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
87,291
Previous 125,349 30.36%
Holding current value
$5.72 Million
Previous $7.34 Billion 25.37%
% of portfolio
1.27%
Previous 2.59%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$51.6 - $62.74 $1.96 Million - $2.39 Million
-38,058 Reduced 30.36%
87,291 $5.48 Billion
Q1 2025

May 15, 2025
BUY
$57.22 - $63.39 $412,498 - $456,978
7,209 Added 6.1%
125,349 $7.34 Billion
Q4 2024

Feb 10, 2025
BUY
$58.65 - $64.37 $545,972 - $599,220
9,309 Added 8.55%
118,140 $6.97 Billion
Q3 2024

Nov 13, 2024
BUY
$53.68 - $59.24 $5.84 Million - $6.45 Million
108,831 New
108,831 $6.44 Billion

Others Institutions Holding RDVY

# of Institutions
705
Shares Held
185M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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