Cerity Partners LLC First Trust Rising Dividend Ac Transaction History

Cerity Partners LLC

$60.5 Billion
Q3 2025

A detailed history of Cerity Partners LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Cerity Partners LLC holds 9,817 shares of RDVY stock, worth $657,051. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,817

Previous 5,657 73.54%

Holding current value

$657,051

Previous $354,000 86.44%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$62.38 - $67.29 $259,500 - $279,926	4,160 Added 73.54%	9,817 $660,000
Q2 2025 Aug 13, 2025	BUY	$51.6 - $62.74 $80,547 - $97,937	1,561 Added 38.11%	5,657 $354,000
Q1 2025 Apr 30, 2025	SELL	$57.22 - $63.39 $538,497 - $596,563	-9,411 Reduced 69.67%	4,096 $239,000
Q4 2024 Feb 13, 2025	BUY	$58.65 - $64.37 $5,395 - $5,922	92 Added 0.69%	13,507 $798,000
Q3 2024 Nov 12, 2024	SELL	$53.68 - $59.24 $277,096 - $305,796	-5,162 Reduced 27.79%	13,415 $794,000

Q2 2024 Aug 13, 2024	BUY	$53.05 - $55.95 $985,509 - $1.04 Million	18,577 New	18,577 $1.02 Million

Others Institutions Holding RDVY

# of Institutions

748

Shares Held

204M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Cerity Partners LLC First Trust Rising Dividend Ac Transaction History