A detailed history of Strategic Planning Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Strategic Planning Group, LLC holds 227,326 shares of RDVY stock, worth $12.6 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
227,326
Previous 193,316 17.59%
Holding current value
$12.6 Million
Previous $11.4 Billion 16.4%
% of portfolio
2.6%
Previous 2.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025

BUY
$57.22 - $63.39 $1.95 Million - $2.16 Million
34,010 Added 17.59%
227,326 $13.3 Billion
Q4 2024

Jan 23, 2025

BUY
$58.65 - $64.37 $11.3 Million - $12.4 Million
193,316 New
193,316 $11.4 Billion

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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