Sequent Planning LLC First Trust Rising Dividend Ac Transaction History

Sequent Planning LLC

$278 Billion
Q1 2025

A detailed history of Sequent Planning LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sequent Planning LLC holds 18,250 shares of RDVY stock, worth $1.04 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

18,250

Previous 18,631 2.04%

Holding current value

$1.04 Million

Previous $1.1 Billion 3.04%

% of portfolio

0.38%

Previous 0.4%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$57.22 - $63.39 $21,800 - $24,151	-381 Reduced 2.04%	18,250 $1.07 Billion
Q4 2024 Feb 11, 2025	SELL	$58.65 - $64.37 $60,233 - $66,107	-1,027 Reduced 5.22%	18,631 $1.1 Billion
Q3 2024 Nov 14, 2024	BUY	$53.68 - $59.24 $91,739 - $101,241	1,709 Added 9.52%	19,658 $1.16 Billion
Q2 2024 Aug 12, 2024	SELL	$53.05 - $55.95 $202,279 - $213,337	-3,813 Reduced 17.52%	17,949 $981 Million
Q1 2024 May 14, 2024	BUY	$50.05 - $56.17 $1.09 Million - $1.22 Million	21,762 New	21,762 $1.22 Billion

Others Institutions Holding RDVY

# of Institutions

694

Shares Held

180M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Sequent Planning LLC First Trust Rising Dividend Ac Transaction History