A detailed history of Sfg Wealth Management, Llc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 11,270 shares of RDVY stock, worth $706,967. This represents 0.37% of its overall portfolio holdings.

Number of Shares
11,270
Previous 10,582 6.5%
Holding current value
$706,967
Previous $579,000 15.2%
% of portfolio
0.37%
Previous 0.35%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$53.68 - $59.24 $36,931 - $40,757
688 Added 6.5%
11,270 $667,000
Q2 2024

Jul 19, 2024

BUY
$53.05 - $55.95 $111,670 - $117,774
2,105 Added 24.83%
10,582 $579,000
Q1 2024

Apr 26, 2024

BUY
$50.05 - $56.17 $30,480 - $34,207
609 Added 7.74%
8,477 $476,000
Q4 2023

Jan 19, 2024

SELL
$43.44 - $52.04 $8,688 - $10,408
-200 Reduced 2.48%
7,868 $406,000
Q3 2023

Oct 19, 2023

SELL
$45.58 - $49.58 $14,813 - $16,113
-325 Reduced 3.87%
8,068 $370,000
Q2 2023

Jul 14, 2023

SELL
$42.83 - $47.25 $7,024 - $7,749
-164 Reduced 1.92%
8,393 $395,000
Q1 2023

Apr 11, 2023

SELL
$42.66 - $48.92 $9,171 - $10,517
-215 Reduced 2.45%
8,557 $383,000
Q4 2022

Jan 31, 2023

SELL
$39.34 - $47.06 $61,449 - $73,507
-1,562 Reduced 15.12%
8,772 $385,000
Q3 2022

Oct 12, 2022

SELL
$38.88 - $46.42 $3,654 - $4,363
-94 Reduced 0.9%
10,334 $402,000
Q2 2022

Jul 13, 2022

SELL
$40.42 - $49.12 $595,629 - $723,832
-14,736 Reduced 58.56%
10,428 $427,000
Q1 2022

Apr 22, 2022

BUY
$46.62 - $52.79 $244,382 - $276,725
5,242 Added 26.31%
25,164 $1.23 Million
Q4 2021

Feb 14, 2022

BUY
$47.66 - $52.06 $949,482 - $1.04 Million
19,922 New
19,922 $1.03 Million

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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