Root Financial Partners, LLC First Trust Rising Dividend Ac Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Root Financial Partners, LLC holds 24,289 shares of RDVY stock, worth $1.63 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

24,289

Previous 21,051 15.38%

Holding current value

$1.63 Million

Previous $1.32 Billion 23.69%

% of portfolio

0.1%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$62.38 - $67.29 $201,986 - $217,885	3,238 Added 15.38%	24,289 $1.63 Billion
Q2 2025 Aug 11, 2025	SELL	$51.6 - $62.74 $100,929 - $122,719	-1,956 Reduced 8.5%	21,051 $1.32 Billion
Q1 2025 Apr 24, 2025	SELL	$57.22 - $63.39 $205,763 - $227,950	-3,596 Reduced 13.52%	23,007 $1.35 Billion
Q4 2024 Jan 29, 2025	SELL	$58.65 - $64.37 $141,522 - $155,324	-2,413 Reduced 8.32%	26,603 $1.57 Billion
Q3 2024 Oct 31, 2024	SELL	$53.68 - $59.24 $74,400 - $82,106	-1,386 Reduced 4.56%	29,016 $1.72 Billion

Q2 2024 Aug 02, 2024	BUY	$53.05 - $55.95 $8,594 - $9,063	162 Added 0.54%	30,402 $1.66 Billion
Q1 2024 Apr 24, 2024	BUY	$50.05 - $56.17 $9,059 - $10,166	181 Added 0.6%	30,240 $1.7 Billion
Q4 2023 Jan 29, 2024	BUY	$43.44 - $52.04 $39,964 - $47,876	920 Added 3.16%	30,059 $1.55 Billion
Q3 2023 Oct 19, 2023	BUY	$45.58 - $49.58 $22,288 - $24,244	489 Added 1.71%	29,139 $1.34 Billion
Q2 2023 Jul 26, 2023	SELL	$42.83 - $47.25 $70,498 - $77,773	-1,646 Reduced 5.43%	28,650 $1.35 Billion
Q1 2023 May 11, 2023	BUY	$42.66 - $48.92 $1.29 Million - $1.48 Million	30,296 New	30,296 $1.36 Billion

Others Institutions Holding RDVY

# of Institutions

746

Shares Held

204M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Root Financial Partners, LLC First Trust Rising Dividend Ac Transaction History