Whipplewood Advisors, LLC First Trust Rising Dividend Ac Transaction History

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025

A detailed history of Whipplewood Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 4,107 shares of RDVY stock, worth $274,881. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,107
Previous 4,107 -0.0%
Holding current value
$274,881
Previous $258 Million 7.2%
% of portfolio
0.18%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
$51.6 - $62.74 $1.42 Million - $1.73 Million
-27,574 Reduced 87.04%
4,107 $258 Million
Q1 2025

Apr 09, 2025
BUY
$57.22 - $63.39 $1.53 Million - $1.7 Million
26,774 Added 545.63%
31,681 $287 Million
Q4 2024

Feb 04, 2025
BUY
$58.65 - $64.37 $287,795 - $315,863
4,907 New
4,907 $290 Million

Others Institutions Holding RDVY

# of Institutions
747
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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