Element Wealth, LLC First Trust Rising Dividend Ac Transaction History

Element Wealth, LLC

  • $187 Million
  • Q4 2024

A detailed history of Element Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Element Wealth, LLC holds 5,370 shares of RDVY stock, worth $313,822. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,370
Previous 4,163 28.99%
Holding current value
$313,822
Previous $246,000 28.86%
% of portfolio
0.17%
Previous 0.13%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$58.65 - $64.37 $70,790 - $77,694
1,207 Added 28.99%
5,370 $317,000
Q3 2024

Oct 23, 2024
SELL
$53.68 - $59.24 $697 - $770
-13 Reduced 0.31%
4,163 $246,000
Q2 2024

Aug 08, 2024
BUY
$53.05 - $55.95 $32,997 - $34,800
622 Added 17.5%
4,176 $228,000
Q1 2024

May 09, 2024
BUY
$50.05 - $56.17 $13,113 - $14,716
262 Added 7.96%
3,554 $199,000
Q4 2023

Feb 01, 2024
BUY
$43.44 - $52.04 $25,933 - $31,067
597 Added 22.15%
3,292 $170,000
Q3 2023

Nov 08, 2023
BUY
$45.58 - $49.58 $45 - $49
1 Added 0.04%
2,695 $123,000
Q2 2023

Aug 07, 2023
BUY
$42.83 - $47.25 $10,707 - $11,812
250 Added 10.23%
2,694 $126,000
Q1 2023

May 03, 2023
SELL
$42.66 - $48.92 $22,353 - $25,634
-524 Reduced 17.65%
2,444 $109,000
Q4 2022

Jan 17, 2023
BUY
$39.34 - $47.06 $2,793 - $3,341
71 Added 2.45%
2,968 $0
Q3 2022

Nov 08, 2022
BUY
$38.88 - $46.42 $31,142 - $37,182
801 Added 38.22%
2,897 $113,000
Q2 2022

Jul 22, 2022
BUY
$40.42 - $49.12 $2,425 - $2,947
60 Added 2.95%
2,096 $86,000
Q1 2022

Apr 28, 2022
BUY
$46.62 - $52.79 $40,279 - $45,610
864 Added 73.72%
2,036 $100,000
Q4 2021

Feb 03, 2022
BUY
$47.66 - $52.06 $21,065 - $23,010
442 Added 60.55%
1,172 $61,000
Q3 2021

Nov 01, 2021
BUY
$46.43 - $49.91 $33,893 - $36,434
730 New
730 $35,000

Others Institutions Holding RDVY

# of Institutions
689
Shares Held
170M
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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