Principle Wealth Partners LLC First Trust Rising Dividend Ac Transaction History

Principle Wealth Partners LLC

  • $1.56 Billion
  • Q3 2025

A detailed history of Principle Wealth Partners LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Principle Wealth Partners LLC holds 4,554 shares of RDVY stock, worth $304,799. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,554
Previous 5,149 11.56%
Holding current value
$304,799
Previous $323,000 5.26%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 03, 2025
SELL
$62.38 - $67.29 $37,116 - $40,037
-595 Reduced 11.56%
4,554 $306,000
Q2 2025

Jul 30, 2025
SELL
$51.6 - $62.74 $4,179 - $5,081
-81 Reduced 1.55%
5,149 $323,000
Q1 2025

May 06, 2025
SELL
$57.22 - $63.39 $9,727 - $10,776
-170 Reduced 3.15%
5,230 $306,000
Q4 2024

Jan 29, 2025
SELL
$58.65 - $64.37 $135,188 - $148,372
-2,305 Reduced 29.92%
5,400 $319,000
Q3 2024

Nov 13, 2024
SELL
$53.68 - $59.24 $26,410 - $29,146
-492 Reduced 6.0%
7,705 $456,000
Q2 2024

Aug 13, 2024
SELL
$53.05 - $55.95 $4,509 - $4,755
-85 Reduced 1.03%
8,197 $448,000
Q1 2024

Apr 23, 2024
BUY
$50.05 - $56.17 $4,854 - $5,448
97 Added 1.19%
8,282 $465,000
Q4 2023

Feb 05, 2024
BUY
$43.44 - $52.04 $50,911 - $60,990
1,172 Added 16.71%
8,185 $422,000
Q3 2023

Nov 01, 2023
SELL
$45.58 - $49.58 $27,302 - $29,698
-599 Reduced 7.87%
7,013 $322,000
Q2 2023

Jul 31, 2023
SELL
$42.83 - $47.25 $1,841 - $2,031
-43 Reduced 0.56%
7,612 $358,000
Q4 2022

Feb 02, 2023
SELL
$39.34 - $47.06 $38,789 - $46,401
-986 Reduced 11.41%
7,655 $336,000
Q3 2022

Nov 14, 2022
SELL
$38.88 - $46.42 $7.88 Million - $9.41 Million
-202,636 Reduced 95.91%
8,641 $336,000
Q2 2022

Aug 02, 2022
BUY
$40.42 - $49.12 $1.11 Million - $1.35 Million
27,574 Added 15.01%
211,277 $8.65 Million
Q1 2022

May 12, 2022
BUY
$46.62 - $52.79 $3.37 Million - $3.82 Million
72,313 Added 64.92%
183,703 $9 Million
Q4 2021

Feb 11, 2022
BUY
$47.66 - $52.06 $5.04 Million - $5.5 Million
105,664 Added 1845.34%
111,390 $5.77 Million
Q3 2021

Nov 16, 2021
BUY
$46.43 - $49.91 $265,858 - $285,784
5,726 New
5,726 $272,000

Others Institutions Holding RDVY

# of Institutions
747
Shares Held
204M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

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