Wealth Plan Partners, LLC First Trust Rising Dividend Ac Transaction History

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 6,734 shares of RDVY stock, worth $450,706. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,734
Previous 6,696 0.57%
Holding current value
$450,706
Previous $420,000 7.62%
% of portfolio
0.08%
Previous 0.08%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$62.38 - $67.29 $2,370 - $2,557
38 Added 0.57%
6,734 $452,000
Q2 2025

Jul 28, 2025
BUY
$51.6 - $62.74 $103,354 - $125,668
2,003 Added 42.68%
6,696 $420,000
Q3 2024

Nov 05, 2024
SELL
$53.68 - $59.24 $3,274 - $3,613
-61 Reduced 1.28%
4,693 $278 Million
Q2 2024

Aug 09, 2024
BUY
$53.05 - $55.95 $212 - $223
4 Added 0.08%
4,754 $260 Million
Q1 2024

May 07, 2024
BUY
$50.05 - $56.17 $6,656 - $7,470
133 Added 2.88%
4,750 $267 Million
Q4 2023

Jan 05, 2024
BUY
$43.44 - $52.04 $434 - $520
10 Added 0.22%
4,617 $239 Million
Q2 2023

Jul 31, 2023
BUY
$42.83 - $47.25 $14,776 - $16,301
345 Added 8.09%
4,607 $217 Million
Q1 2023

May 10, 2023
BUY
$42.66 - $48.92 $181,816 - $208,497
4,262 New
4,262 $191 Million
Q1 2020

May 15, 2020
SELL
$21.81 - $36.72 $220,891 - $371,900
-10,128 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$30.59 - $36.03 $3,426 - $4,035
112 Added 1.12%
10,128 $372,000
Q3 2019

Nov 15, 2019
BUY
$29.39 - $32.57 $7,376 - $8,175
251 Added 2.57%
10,016 $344,000
Q2 2019

Aug 19, 2019
BUY
$28.54 - $31.76 $8,533 - $9,496
299 Added 3.16%
9,765 $299,000
Q1 2019

May 16, 2019
BUY
$25.94 - $30.51 $17,068 - $20,075
658 Added 7.47%
9,466 $285,000
Q4 2018

Feb 20, 2019
BUY
$24.76 - $31.67 $6,016 - $7,695
243 Added 2.84%
8,808 $267,000
Q3 2018

Nov 21, 2018
BUY
$29.72 - $31.91 $12,512 - $13,434
421 Added 5.17%
8,565 $244,000
Q2 2018

Aug 16, 2018
SELL
$28.98 - $31.19 $1,275 - $1,372
-44 Reduced 0.54%
8,144 $244,000
Q1 2018

May 16, 2018
BUY
$28.86 - $31.88 $236,305 - $261,033
8,188 New
8,188 $243,000

Others Institutions Holding RDVY

# of Institutions
745
Shares Held
204M
Call Options Held
0
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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