Sanchez Wealth Management Group First Trust Rising Dividend Ac Transaction History

Sanchez Wealth Management Group

  • $309 Million
  • Q3 2024

A detailed history of Sanchez Wealth Management Group transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sanchez Wealth Management Group holds 173,706 shares of RDVY stock, worth $10.4 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares
173,706
Previous 176,690 1.69%
Holding current value
$10.4 Million
Previous $9.67 Million 6.33%
% of portfolio
3.33%
Previous 3.32%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$53.68 - $59.24 $160,181 - $176,772
-2,984 Reduced 1.69%
173,706 $10.3 Million
Q2 2024

Jul 17, 2024
BUY
$53.05 - $55.95 $99,044 - $104,458
1,867 Added 1.07%
176,690 $9.67 Million
Q1 2024

May 07, 2024
SELL
$50.05 - $56.17 $256,205 - $287,534
-5,119 Reduced 2.84%
174,823 $9.82 Million
Q4 2023

Jan 16, 2024
SELL
$43.44 - $52.04 $5.93 Million - $7.1 Million
-136,448 Reduced 43.13%
179,942 $9.3 Million
Q3 2023

Oct 27, 2023
BUY
$45.58 - $49.58 $147,041 - $159,945
3,226 Added 1.03%
316,390 $14.5 Million
Q2 2023

Aug 01, 2023
BUY
$42.83 - $47.25 $298,824 - $329,663
6,977 Added 2.28%
313,164 $14.8 Million
Q1 2023

May 04, 2023
SELL
$42.66 - $48.92 $66,890 - $76,706
-1,568 Reduced 0.51%
306,187 $13.7 Million
Q4 2022

Feb 08, 2023
BUY
$39.34 - $47.06 $182,970 - $218,876
4,651 Added 1.53%
307,755 $13.5 Million
Q3 2022

Oct 13, 2022
BUY
$38.88 - $46.42 $7.54 Million - $9 Million
193,984 Added 177.77%
303,104 $11.8 Million
Q2 2022

Jul 13, 2022
BUY
$40.42 - $49.12 $66,207 - $80,458
1,638 Added 1.52%
109,120 $4.47 Million
Q1 2022

Apr 19, 2022
BUY
$46.62 - $52.79 $5.01 Million - $5.67 Million
107,482 New
107,482 $5.27 Million

Others Institutions Holding RDVY

# of Institutions
609
Shares Held
154M
Call Options Held
100
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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