Sowell Financial Services LLC First Trust Rising Dividend Ac Transaction History

Sowell Financial Services LLC

  • $2.56 Billion
  • Q4 2025

A detailed history of Sowell Financial Services LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sowell Financial Services LLC holds 12,160 shares of RDVY stock, worth $813,868. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,160
Previous 10,856 12.01%
Holding current value
$813,868
Previous $730,000 11.37%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 20, 2026
BUY
$65.02 - $68.31 $84,786 - $89,076
1,304 Added 12.01%
12,160 $813,000
Q3 2025

Oct 17, 2025
SELL
$62.38 - $67.29 $1,933 - $2,085
-31 Reduced 0.28%
10,856 $730,000
Q2 2025

Jul 11, 2025
SELL
$51.6 - $62.74 $496,288 - $603,433
-9,618 Reduced 46.91%
10,887 $683,000
Q1 2025

Apr 17, 2025
BUY
$57.22 - $63.39 $1.17 Million - $1.3 Million
20,505 New
20,505 $1.2 Million
Q3 2024

Oct 04, 2024
BUY
$53.68 - $59.24 $15,513 - $17,120
289 Added 0.79%
36,828 $2.18 Million
Q2 2024

Aug 13, 2024
BUY
$53.05 - $55.95 $214,322 - $226,038
4,040 Added 12.43%
36,539 $2 Million
Q1 2024

May 03, 2024
SELL
$50.05 - $56.17 $103,153 - $115,766
-2,061 Reduced 5.96%
32,499 $1.83 Million
Q4 2023

Jan 24, 2024
SELL
$43.44 - $52.04 $528,186 - $632,754
-12,159 Reduced 26.03%
34,560 $1.79 Million
Q3 2023

Nov 08, 2023
BUY
$45.58 - $49.58 $193,076 - $210,020
4,236 Added 9.97%
46,719 $2.15 Million
Q2 2023

Aug 14, 2023
BUY
$42.83 - $47.25 $1.11 Million - $1.23 Million
25,997 Added 157.69%
42,483 $2 Million
Q1 2023

May 12, 2023
SELL
$42.66 - $48.92 $1.26 Million - $1.45 Million
-29,582 Reduced 64.21%
16,486 $739,000
Q4 2022

Feb 09, 2023
BUY
$39.34 - $47.06 $1.04 Million - $1.25 Million
26,484 Added 135.23%
46,068 $2.02 Million
Q3 2022

Nov 15, 2022
BUY
$38.88 - $46.42 $761,425 - $909,089
19,584 New
19,584 $761,000
Q2 2021

Aug 05, 2021
SELL
$46.13 - $49.37 $1.17 Million - $1.25 Million
-25,363 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$39.09 - $45.86 $413,337 - $484,923
10,574 Added 71.5%
25,363 $1.24 Million
Q4 2020

Jan 13, 2021
BUY
$31.97 - $39.94 $157,452 - $196,704
4,925 Added 49.93%
14,789 $591,000
Q3 2020

Nov 12, 2020
SELL
$30.37 - $34.47 $2,885 - $3,274
-95 Reduced 0.95%
9,864 $323,000
Q2 2020

Aug 13, 2020
BUY
$23.99 - $33.86 $57,456 - $81,094
2,395 Added 31.66%
9,959 $307,000
Q1 2020

May 12, 2020
BUY
$21.81 - $36.72 $164,970 - $277,750
7,564 New
7,564 $194,000

Others Institutions Holding RDVY

# of Institutions
760
Shares Held
206M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

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