Strategic Planning Group, LLC First Trust Rising Dividend Ac Transaction History

Strategic Planning Group, LLC

  • $740 Billion
  • Q3 2025

A detailed history of Strategic Planning Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Strategic Planning Group, LLC holds 3,750 shares of RDVY stock, worth $250,987. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,750
Previous 233,307 98.39%
Holding current value
$250,987
Previous $14.6 Billion 98.28%
% of portfolio
0.03%
Previous 2.38%

Shares

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

Oct 23, 2025
SELL
$62.38 - $67.29 $14.3 Million - $15.4 Million
-229,557 Reduced 98.39%
3,750 $252 Million
Q2 2025

Jul 14, 2025
BUY
$51.6 - $62.74 $308,619 - $375,247
5,981 Added 2.63%
233,307 $14.6 Billion
Q1 2025

Apr 10, 2025
BUY
$57.22 - $63.39 $1.95 Million - $2.16 Million
34,010 Added 17.59%
227,326 $13.3 Billion
Q4 2024

Jan 23, 2025
BUY
$58.65 - $64.37 $11.3 Million - $12.4 Million
193,316 New
193,316 $11.4 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
Track This Portfolio

Track Strategic Planning Group, LLC Portfolio

Follow Strategic Planning Group, LLC 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 Strategic Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Planning Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email