Sunbelt Securities, Inc. First Trust Rising Dividend Ac Transaction History

Sunbelt Securities, Inc.

$924 Million
Q3 2024

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 7,628 shares of RDVY stock, worth $454,247. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,628

Previous 5,878 29.77%

Holding current value

$454,247

Previous $321,000 40.5%

% of portfolio

0.05%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 18, 2024	BUY	$53.68 - $59.24 $93,940 - $103,670	1,750 Added 29.77%	7,628 $451,000
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

# of Institutions

609

Shares Held

154M

Call Options Held

100

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

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.

Account

Sunbelt Securities, Inc. First Trust Rising Dividend Ac Transaction History