A detailed history of Sagespring Wealth Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 11,024 shares of RDVY stock, worth $737,836. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,024
Previous 12,350 10.74%
Holding current value
$737,836
Previous $831 Million 7.8%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 07, 2026

SELL
$65.02 - $68.31 $86,216 - $90,579
-1,326 Reduced 10.74%
11,024 $766 Million
Q3 2025

Oct 31, 2025

SELL
$62.38 - $67.29 $94,692 - $102,146
-1,518 Reduced 10.95%
12,350 $831 Million
Q2 2025

Jul 28, 2025

SELL
$51.6 - $62.74 $159,340 - $193,741
-3,088 Reduced 18.21%
13,868 $870 Million
Q1 2025

Apr 17, 2025

SELL
$57.22 - $63.39 $24,833 - $27,511
-434 Reduced 2.5%
16,956 $993 Million
Q4 2024

Feb 13, 2025

BUY
$58.65 - $64.37 $1.02 Million - $1.12 Million
17,390 New
17,390 $1.03 Billion

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
Track This Portfolio

Track Sagespring Wealth Partners, LLC Portfolio

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

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.