Gentry Private Wealth, LLC First Trust Rising Dividend Ac Transaction History

Gentry Private Wealth, LLC

  • $159 Billion
  • Q4 2025

A detailed history of Gentry Private Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Gentry Private Wealth, LLC holds 8,370 shares of RDVY stock, worth $560,204. This represents 0.37% of its overall portfolio holdings.

Number of Shares
8,370
Previous 3,729 124.46%
Holding current value
$560,204
Previous $251 Million 131.83%
% of portfolio
0.37%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$65.02 - $68.31 $301,757 - $317,026
4,641 Added 124.46%
8,370 $581 Million
Q3 2025

Nov 12, 2025
SELL
$62.38 - $67.29 $10,854 - $11,708
-174 Reduced 4.46%
3,729 $251 Million
Q2 2025

Jul 23, 2025
BUY
$51.6 - $62.74 $361 - $439
7 Added 0.18%
3,903 $245 Million
Q4 2024

Feb 06, 2025
BUY
$58.65 - $64.37 $20,527 - $22,529
350 Added 9.87%
3,896 $230 Million
Q3 2024

Nov 12, 2024
BUY
$53.68 - $59.24 $190,349 - $210,065
3,546 New
3,546 $210 Million

Others Institutions Holding RDVY

# of Institutions
755
Shares Held
205M
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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