Castleview Partners, LLC First Trust Rising Dividend Ac Transaction History

Castleview Partners, LLC

  • $145 Million
  • Q4 2025

A detailed history of Castleview Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Castleview Partners, LLC holds 6,709 shares of RDVY stock, worth $449,033. This represents 0.31% of its overall portfolio holdings.

Number of Shares
6,709
Previous 6,402 4.8%
Holding current value
$449,033
Previous $430,000 4.42%
% of portfolio
0.31%
Previous 0.34%

Shares

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

Jan 12, 2026
BUY
$65.02 - $68.31 $19,961 - $20,971
307 Added 4.8%
6,709 $449,000
Q3 2025

Oct 10, 2025
SELL
$62.38 - $67.29 $93,507 - $100,867
-1,499 Reduced 18.97%
6,402 $430,000
Q2 2025

Jul 15, 2025
BUY
$51.6 - $62.74 $5,882 - $7,152
114 Added 1.46%
7,901 $495,000
Q1 2025

Apr 21, 2025
SELL
$57.22 - $63.39 $2,460 - $2,725
-43 Reduced 0.55%
7,787 $455,000
Q4 2024

Jan 21, 2025
SELL
$58.65 - $64.37 $77,535 - $85,097
-1,322 Reduced 14.44%
7,830 $463,000
Q3 2024

Oct 21, 2024
BUY
$53.68 - $59.24 $27,215 - $30,034
507 Added 5.86%
9,152 $541,000
Q2 2024

Jul 31, 2024
BUY
$53.05 - $55.95 $31,723 - $33,458
598 Added 7.43%
8,645 $473,000
Q1 2024

May 09, 2024
BUY
$50.05 - $56.17 $14,714 - $16,513
294 Added 3.79%
8,047 $451,000
Q4 2023

Feb 05, 2024
BUY
$43.44 - $52.04 $2,172 - $2,602
50 Added 0.65%
7,753 $400,000
Q3 2023

Oct 26, 2023
BUY
$45.58 - $49.58 $21,923 - $23,847
481 Added 6.66%
7,703 $353,000
Q2 2023

Aug 14, 2023
SELL
$42.83 - $47.25 $728 - $803
-17 Reduced 0.23%
7,222 $340,000
Q1 2023

May 15, 2023
BUY
$42.66 - $48.92 $12,414 - $14,235
291 Added 4.19%
7,239 $324,000
Q4 2022

Feb 01, 2023
BUY
$39.34 - $47.06 $28,993 - $34,683
737 Added 11.87%
6,948 $305,000
Q3 2022

Nov 10, 2022
SELL
$38.88 - $46.42 $96,266 - $114,935
-2,476 Reduced 28.5%
6,211 $241,000
Q2 2022

Aug 17, 2022
SELL
$40.42 - $49.12 $9.73 Million - $11.8 Million
-240,843 Reduced 96.52%
8,687 $355,000
Q2 2022

Aug 16, 2022
BUY
$40.42 - $49.12 $9.85 Million - $12 Million
243,667 Added 4156.01%
249,530 $10.2 Million
Q1 2022

May 16, 2022
BUY
$46.62 - $52.79 $273,333 - $309,507
5,863 New
5,863 $287,000

Others Institutions Holding RDVY

# of Institutions
747
Shares Held
204M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

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