Perigon Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025

A detailed history of Perigon Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 72,373 shares of RDVY stock, worth $4.84 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
72,373
Previous 69,993 3.4%
Holding current value
$4.84 Million
Previous $4.71 Million 2.89%
% of portfolio
0.09%
Previous 0.1%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$65.02 - $68.31 $154,747 - $162,577
2,380 Added 3.4%
72,373 $4.84 Million
Q3 2025

Oct 17, 2025
BUY
$62.38 - $67.29 $167,303 - $180,471
2,682 Added 3.98%
69,993 $4.71 Million
Q2 2025

Jul 15, 2025
SELL
$51.6 - $62.74 $6,862 - $8,344
-133 Reduced 0.2%
67,311 $4.22 Million
Q1 2025

Apr 23, 2025
BUY
$57.22 - $63.39 $40,912 - $45,323
715 Added 1.07%
67,444 $3.95 Million
Q4 2024

Jan 22, 2025
BUY
$58.65 - $64.37 $1,407 - $1,544
24 Added 0.04%
66,729 $3.95 Million
Q3 2024

Oct 16, 2024
BUY
$53.68 - $59.24 $315,692 - $348,390
5,881 Added 9.67%
66,705 $3.95 Million
Q2 2024

Aug 02, 2024
SELL
$53.05 - $55.95 $5,251 - $5,539
-99 Reduced 0.16%
60,824 $3.33 Million
Q1 2024

Apr 29, 2024
BUY
$50.05 - $56.17 $4,504 - $5,055
90 Added 0.15%
60,923 $3.42 Million
Q4 2023

Jan 29, 2024
BUY
$43.44 - $52.04 $2.08 Million - $2.49 Million
47,774 Added 365.83%
60,833 $3.14 Million
Q3 2023

Oct 30, 2023
SELL
$45.58 - $49.58 $85,052 - $92,516
-1,866 Reduced 12.5%
13,059 $600,000
Q2 2023

Aug 02, 2023
SELL
$42.83 - $47.25 $112,000 - $123,558
-2,615 Reduced 14.91%
14,925 $702,000
Q1 2023

May 03, 2023
SELL
$42.66 - $48.92 $6,654 - $7,631
-156 Reduced 0.88%
17,540 $787,000
Q4 2022

May 01, 2023
BUY
$39.34 - $47.06 $696,160 - $832,773
17,696 New
17,696 $777,000
Q3 2022

Dec 13, 2022
BUY
$38.88 - $46.42 $43,351 - $51,758
1,115 Added 6.72%
17,696 $688,000
Q2 2022

Aug 11, 2022
BUY
$40.42 - $49.12 $94,016 - $114,253
2,326 Added 16.32%
16,581 $678,000
Q1 2022

May 16, 2022
BUY
$46.62 - $52.79 $664,568 - $752,521
14,255 New
14,255 $698,000
Q3 2011

Nov 14, 2022
BUY
N/A
1,115
17,696 $688,000

Others Institutions Holding RDVY

# of Institutions
760
Shares Held
206M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
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