A detailed history of Delta Investment Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Delta Investment Management, LLC holds 10,476 shares of RDVY stock, worth $627,826. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,476
Previous 8,504 23.19%
Holding current value
$627,826
Previous $465,000 33.33%
% of portfolio
0.14%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$53.68 - $59.24 $105,856 - $116,821
1,972 Added 23.19%
10,476 $620,000
Q2 2024

Aug 13, 2024

SELL
$53.05 - $55.95 $22,121 - $23,331
-417 Reduced 4.67%
8,504 $465,000
Q1 2024

May 08, 2024

BUY
$50.05 - $56.17 $446,496 - $501,092
8,921 New
8,921 $501,000

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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