Rockport Wealth LLC First Trust Rising Dividend Ac Transaction History

Rockport Wealth LLC

$491 Billion
Q3 2025

A detailed history of Rockport Wealth LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Rockport Wealth LLC holds 99,979 shares of RDVY stock, worth $6.69 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

99,979

Previous 87,291 14.54%

Holding current value

$6.69 Million

Previous $5.48 Billion 22.79%

% of portfolio

1.37%

Previous 1.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$62.38 - $67.29 $791,477 - $853,775	12,688 Added 14.54%	99,979 $6.72 Billion
Q2 2025 Aug 13, 2025	SELL	$51.6 - $62.74 $1.96 Million - $2.39 Million	-38,058 Reduced 30.36%	87,291 $5.48 Billion
Q1 2025 May 15, 2025	BUY	$57.22 - $63.39 $412,498 - $456,978	7,209 Added 6.1%	125,349 $7.34 Billion
Q4 2024 Feb 10, 2025	BUY	$58.65 - $64.37 $545,972 - $599,220	9,309 Added 8.55%	118,140 $6.97 Billion
Q3 2024 Nov 13, 2024	BUY	$53.68 - $59.24 $5.84 Million - $6.45 Million	108,831 New	108,831 $6.44 Billion

Others Institutions Holding RDVY

# of Institutions

745

Shares Held

204M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

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Rockport Wealth LLC First Trust Rising Dividend Ac Transaction History