Liberty Square Wealth Partners LLC First Trust Rising Dividend Ac Transaction History

Liberty Square Wealth Partners LLC

  • $324 Billion
  • Q3 2025

A detailed history of Liberty Square Wealth Partners LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 564,503 shares of RDVY stock, worth $37.8 Million. This represents 11.72% of its overall portfolio holdings.

Number of Shares
564,503
Previous 417,481 35.22%
Holding current value
$37.8 Million
Previous $26.2 Billion 44.96%
% of portfolio
11.72%
Previous 9.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$62.38 - $67.29 $9.17 Million - $9.89 Million
147,022 Added 35.22%
564,503 $38 Billion
Q2 2025

Jul 29, 2025
BUY
$51.6 - $62.74 $5.08 Million - $6.18 Million
98,496 Added 30.88%
417,481 $26.2 Billion
Q1 2025

Apr 29, 2025
BUY
$57.22 - $63.39 $2.57 Million - $2.85 Million
44,990 Added 16.42%
318,985 $18.7 Billion
Q4 2024

Feb 24, 2025
BUY
$58.65 - $64.37 $16.1 Million - $17.6 Million
273,995 New
273,995 $17.2 Billion

Others Institutions Holding RDVY

# of Institutions
745
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
Track This Portfolio

Track Liberty Square Wealth Partners LLC Portfolio

Follow Liberty Square Wealth Partners 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 Liberty Square Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Square Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email