Stone Crest Wealth Management, Inc. First Trust Rising Dividend Ac Transaction History

Stone Crest Wealth Management, Inc.

  • $228 Billion
  • Q3 2025

A detailed history of Stone Crest Wealth Management, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 106,352 shares of RDVY stock, worth $7.12 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
106,352
Previous 103,523 2.73%
Holding current value
$7.12 Million
Previous $6.5 Billion 10.13%
% of portfolio
3.13%
Previous 3.09%

Shares

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

Oct 23, 2025
BUY
$62.38 - $67.29 $176,473 - $190,363
2,829 Added 2.73%
106,352 $7.15 Billion
Q2 2025

Jul 15, 2025
SELL
$51.6 - $62.74 $477,403 - $580,470
-9,252 Reduced 8.2%
103,523 $6.5 Billion
Q1 2025

Apr 11, 2025
BUY
$57.22 - $63.39 $6.45 Million - $7.15 Million
112,775 New
112,775 $6.6 Billion

Others Institutions Holding RDVY

# of Institutions
745
Shares Held
204M
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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