Spire Wealth Management First Trust Rising Dividend Ac Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Spire Wealth Management holds 87,530 shares of RDVY stock, worth $5.43 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

87,530

Previous 84,143 4.03%

Holding current value

$5.43 Million

Previous $4.98 Million 3.89%

% of portfolio

0.17%

Previous 0.17%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$58.65 - $64.37 $198,647 - $218,021	3,387 Added 4.03%	87,530 $5.18 Million
Q3 2024 Oct 15, 2024	BUY	$53.68 - $59.24 $193,140 - $213,145	3,598 Added 4.47%	84,143 $4.98 Million
Q2 2024 Jul 31, 2024	BUY	$53.05 - $55.95 $2.7 Million - $2.85 Million	50,863 Added 171.36%	80,545 $4.41 Million
Q1 2024 Apr 24, 2024	SELL	$50.05 - $56.17 $2.54 Million - $2.85 Million	-50,823 Reduced 63.13%	29,682 $1.67 Million
Q4 2023 Feb 06, 2024	SELL	$43.44 - $52.04 $114,203 - $136,813	-2,629 Reduced 3.16%	80,505 $4.16 Million
Q3 2023 Nov 08, 2023	BUY	$45.58 - $49.58 $19,006 - $20,674	417 Added 0.5%	83,134 $3.82 Million
Q2 2023 Aug 09, 2023	BUY	$42.83 - $47.25 $122,579 - $135,229	2,862 Added 3.58%	82,717 $3.9 Million
Q1 2023 May 09, 2023	BUY	$42.66 - $48.92 $2.03 Million - $2.33 Million	47,690 Added 148.27%	79,855 $3.58 Million
Q4 2022 Feb 03, 2023	SELL	$39.34 - $47.06 $1.82 Million - $2.18 Million	-46,220 Reduced 58.97%	32,165 $1.41 Million
Q3 2022 Nov 07, 2022	SELL	$38.88 - $46.42 $239,500 - $285,947	-6,160 Reduced 7.29%	78,385 $3.05 Million
Q2 2022 Jul 22, 2022	BUY	$40.42 - $49.12 $862,845 - $1.05 Million	21,347 Added 33.78%	84,545 $3.46 Million
Q1 2022 Apr 18, 2022	SELL	$46.62 - $52.79 $4.86 Million - $5.5 Million	-104,191 Reduced 62.24%	63,198 $3.1 Million
Q4 2021 Jan 14, 2022	BUY	$47.66 - $52.06 $3.61 Million - $3.95 Million	75,828 Added 82.82%	167,389 $8.67 Million
Q3 2021 Oct 22, 2021	BUY	$46.43 - $49.91 $387,504 - $416,548	8,346 Added 10.03%	91,561 $4.34 Million
Q2 2021 Jul 26, 2021	SELL	$46.13 - $49.37 $1.07 Million - $1.14 Million	-23,097 Reduced 21.73%	83,215 $4 Million
Q1 2021 May 21, 2021	BUY	$39.09 - $45.86 $3.74 Million - $4.39 Million	95,704 Added 902.19%	106,312 $4.7 Million
Q1 2021 May 07, 2021	BUY	$39.09 - $45.86 $414,666 - $486,482	10,608 New	10,608 $483,000

Others Institutions Holding RDVY

# of Institutions

642

Shares Held

161M

Call Options Held

100

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Spire Wealth Management First Trust Rising Dividend Ac Transaction History