Kingswood Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 71,815 shares of RDVY stock, worth $3.95 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

71,815

Previous 51,823 38.58%

Holding current value

$3.95 Million

Previous $3.06 Billion 37.37%

% of portfolio

0.16%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$57.22 - $63.39 $1.14 Million - $1.27 Million	19,992 Added 38.58%	71,815 $4.21 Billion
Q4 2024 Jan 22, 2025	BUY	$58.65 - $64.37 $1.7 Million - $1.86 Million	28,927 Added 126.34%	51,823 $3.06 Billion
Q3 2024 Oct 21, 2024	BUY	$53.68 - $59.24 $929,898 - $1.03 Million	17,323 Added 310.84%	22,896 $1.36 Billion
Q2 2024 Jul 09, 2024	BUY	$53.05 - $55.95 $9,867 - $10,406	186 Added 3.45%	5,573 $305 Million
Q1 2024 Apr 15, 2024	BUY	$50.05 - $56.17 $300 - $337	6 Added 0.11%	5,387 $303 Million
Q4 2023 Jan 16, 2024	BUY	$43.44 - $52.04 $29,626 - $35,491	682 Added 14.51%	5,381 $278 Million
Q3 2023 Oct 23, 2023	BUY	$45.58 - $49.58 $214,180 - $232,976	4,699 New	4,699 $216 Million

Others Institutions Holding RDVY

# of Institutions

695

Shares Held

173M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History