A detailed history of Sound Income Strategies, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sound Income Strategies, LLC holds 410 shares of RDVY stock, worth $27,297. This represents 0.0% of its overall portfolio holdings.

Number of Shares
410
Previous 322 27.33%
Holding current value
$27,297
Previous $20,000 35.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025

BUY
$62.38 - $67.29 $5,489 - $5,921
88 Added 27.33%
410 $27,000
Q2 2025

Jul 17, 2025

SELL
$51.6 - $62.74 $2,580 - $3,137
-50 Reduced 13.44%
322 $20,000
Q1 2025

Apr 17, 2025

SELL
$57.22 - $63.39 $17,108 - $18,953
-299 Reduced 44.56%
372 $21,000
Q4 2024

Jan 21, 2025

BUY
$58.65 - $64.37 $39,354 - $43,192
671 New
671 $39,000
Q3 2024

Oct 10, 2024

BUY
$53.68 - $59.24 $0 - $0
0 New
0 $0
Q2 2024

Jul 12, 2024

SELL
$53.05 - $55.95 $1,007 - $1,063
-19 Closed
0 $0
Q1 2024

Apr 15, 2024

BUY
$50.05 - $56.17 $950 - $1,067
19 New
19 $1,000
Q4 2023

Jan 10, 2024

BUY
$43.44 - $52.04 $0 - $0
0 New
0 $0
Q3 2023

Oct 12, 2023

SELL
$45.58 - $49.58 $7,338 - $7,982
-161 Closed
0 $0
Q2 2023

Jul 10, 2023

BUY
$42.83 - $47.25 $6,895 - $7,607
161 New
161 $7,000
Q4 2022

Jan 11, 2023

BUY
$39.34 - $47.06 $12,824 - $15,341
326 New
326 $0
Q2 2021

Jul 13, 2021

SELL
$46.13 - $49.37 $25,371 - $27,153
-550 Closed
0 $0
Q1 2021

Apr 14, 2021

BUY
$39.09 - $45.86 $21,499 - $25,223
550 New
550 $25,000

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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