A detailed history of Sunbelt Securities, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 5,878 shares of RDVY stock, worth $349,741. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,878
Previous 3,555 65.34%
Holding current value
$349,741
Previous $199,000 61.31%
% of portfolio
0.04%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$53.05 - $55.95 $123,235 - $129,971
2,323 Added 65.34%
5,878 $321,000
Q1 2024

Apr 15, 2024

BUY
$50.05 - $56.17 $400 - $449
8 Added 0.23%
3,555 $199,000
Q4 2023

Feb 14, 2024

BUY
$43.44 - $52.04 $608 - $728
14 Added 0.4%
3,547 $183,000
Q3 2023

Dec 11, 2023

BUY
$45.58 - $49.58 $455 - $495
10 Added 0.28%
3,533 $162,000
Q2 2023

Aug 15, 2023

BUY
$42.83 - $47.25 $985 - $1,086
23 Added 0.66%
3,523 $165,000
Q1 2023

May 17, 2023

BUY
$42.66 - $48.92 $149,310 - $171,220
3,500 New
3,500 $157,000

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
Track This Portfolio

Track Sunbelt Securities, Inc. Portfolio

Follow Sunbelt Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.