Cyndeo Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 7,673 shares of RDVY stock, worth $513,553. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,673
Previous 8,002 4.11%
Holding current value
$513,553
Previous $538,000 4.65%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 07, 2026
SELL
$65.02 - $68.31 $21,391 - $22,473
-329 Reduced 4.11%
7,673 $513,000
Q3 2025

Oct 10, 2025
BUY
$62.38 - $67.29 $17,466 - $18,841
280 Added 3.63%
8,002 $538,000
Q2 2025

Jul 24, 2025
SELL
$51.6 - $62.74 $1,909 - $2,321
-37 Reduced 0.48%
7,722 $484,000
Q1 2025

Apr 17, 2025
BUY
$57.22 - $63.39 $9,269 - $10,269
162 Added 2.13%
7,759 $454,000
Q4 2024

Jan 21, 2025
BUY
$58.65 - $64.37 $75,482 - $82,844
1,287 Added 20.4%
7,597 $449,000
Q3 2024

Oct 18, 2024
BUY
$53.68 - $59.24 $64,093 - $70,732
1,194 Added 23.34%
6,310 $373,000
Q2 2024

Jul 30, 2024
SELL
$53.05 - $55.95 $2.97 Million - $3.14 Million
-56,066 Reduced 91.64%
5,116 $280,000
Q1 2024

Apr 16, 2024
BUY
$50.05 - $56.17 $1.91 Million - $2.14 Million
38,140 Added 165.52%
61,182 $3.44 Million
Q4 2023

Jan 12, 2024
BUY
$43.44 - $52.04 $1 Million - $1.2 Million
23,042 New
23,042 $1.19 Million

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

RDVY Quotes by TradingView
  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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