A detailed history of Harvest Group Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 89,741 shares of RDVY stock, worth $5.38 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
89,741
Previous 92,318 2.79%
Holding current value
$5.38 Million
Previous $4.05 Million 0.69%
% of portfolio
2.62%
Previous 2.79%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023

SELL
$42.66 - $48.92 $109,934 - $126,066
-2,577 Reduced 2.79%
89,741 $4.03 Million
Q4 2022

Jan 27, 2023

SELL
$39.34 - $47.06 $5,625 - $6,729
-143 Reduced 0.15%
92,318 $4.05 Million
Q3 2022

Nov 08, 2022

BUY
$38.88 - $46.42 $1,555 - $1,856
40 Added 0.04%
92,461 $3.84 Million
Q2 2022

Aug 04, 2022

BUY
$40.42 - $49.12 $3.47 Million - $4.21 Million
85,752 Added 1285.83%
92,421 $4.05 Million
Q1 2022

Apr 21, 2022

SELL
$46.62 - $52.79 $5.94 Million - $6.72 Million
-127,307 Reduced 95.02%
6,669 $327,000
Q4 2021

Jan 21, 2022

BUY
$47.66 - $52.06 $230,340 - $251,605
4,833 Added 3.74%
133,976 $6.94 Million
Q3 2021

Nov 03, 2021

BUY
$46.43 - $49.91 $165,012 - $177,380
3,554 Added 2.83%
129,143 $6.13 Million
Q2 2021

Aug 02, 2021

BUY
$46.13 - $49.37 $697,716 - $746,721
15,125 Added 13.69%
125,589 $6.03 Million
Q1 2021

May 04, 2021

BUY
$39.09 - $45.86 $4.32 Million - $5.07 Million
110,464 New
110,464 $5.3 Million

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
Track This Portfolio

Track Harvest Group Wealth Management, LLC Portfolio

Follow Harvest Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harvest Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harvest Group Wealth Management, LLC with notifications on news.