United Advisor Group, LLC First Trust Rising Dividend Ac Transaction History

United Advisor Group, LLC

$538 Million
Q2 2025

A detailed history of United Advisor Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, United Advisor Group, LLC holds 147,738 shares of RDVY stock, worth $9.69 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

147,738

Previous 149,551 1.21%

Holding current value

$9.69 Million

Previous $8.75 Million 5.88%

% of portfolio

1.72%

Previous 1.93%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$51.6 - $62.74 $93,550 - $113,747	-1,813 Reduced 1.21%	147,738 $9.27 Million
Q1 2025 Apr 21, 2025	BUY	$57.22 - $63.39 $586,104 - $649,303	10,243 Added 7.35%	149,551 $8.75 Million
Q4 2024 Feb 24, 2025	BUY	$58.65 - $64.37 $306,622 - $336,526	5,228 Added 3.9%	139,308 $8.24 Million
Q3 2024 Oct 30, 2024	BUY	$53.68 - $59.24 $549,200 - $606,084	10,231 Added 8.26%	134,080 $7.94 Million
Q2 2024 Aug 08, 2024	BUY	$53.05 - $55.95 $666,679 - $703,123	12,567 Added 11.29%	123,849 $6.78 Million
Q1 2024 May 14, 2024	BUY	$50.05 - $56.17 $5.57 Million - $6.25 Million	111,282 New	111,282 $6.25 Million

Others Institutions Holding RDVY

# of Institutions

705

Shares Held

185M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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United Advisor Group, LLC First Trust Rising Dividend Ac Transaction History