Accel Wealth Management First Trust Rising Dividend Ac Transaction History

Accel Wealth Management

$230 Million
Q1 2024

A detailed history of Accel Wealth Management transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Accel Wealth Management holds 42,363 shares of RDVY stock, worth $2.31 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

42,363

Previous 39,590 7.0%

Holding current value

$2.31 Million

Previous $2.05 Million 16.33%

% of portfolio

1.04%

Previous 1.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$50.05 - $56.17 $138,788 - $155,759	2,773 Added 7.0%	42,363 $2.38 Million
Q4 2023 Jan 18, 2024	BUY	$43.44 - $52.04 $3,475 - $4,163	80 Added 0.2%	39,590 $2.05 Million
Q3 2023 Oct 19, 2023	BUY	$45.58 - $49.58 $182 - $198	4 Added 0.01%	39,510 $1.82 Million
Q2 2023 Jul 24, 2023	SELL	$42.83 - $47.25 $2,655 - $2,929	-62 Reduced 0.16%	39,506 $1.86 Million
Q1 2023 Apr 20, 2023	SELL	$42.66 - $48.92 $73,545 - $84,338	-1,724 Reduced 4.18%	39,568 $1.78 Million

Q4 2022 Jan 26, 2023	SELL	$42.84 - $47.06 $167,118 - $183,581	-3,901 Reduced 8.63%	41,292 $0
Q3 2022 Oct 12, 2022	BUY	$39.75 - $46.42 $7,989 - $9,330	201 Added 0.45%	45,193 $1.88 Million
Q2 2022 Aug 03, 2022	BUY	$40.42 - $49.12 $70,937 - $86,205	1,755 Added 4.06%	44,992 $1.88 Million
Q1 2022 Apr 29, 2022	BUY	$46.62 - $52.79 $241,351 - $273,293	5,177 Added 13.6%	43,237 $2.11 Million
Q4 2021 Jan 18, 2022	BUY	$47.66 - $52.06 $611,573 - $668,033	12,832 Added 50.86%	38,060 $1.97 Million
Q3 2021 Nov 04, 2021	BUY	$46.43 - $49.91 $98,942 - $106,358	2,131 Added 9.23%	25,228 $1.2 Million
Q2 2021 Aug 03, 2021	BUY	$46.13 - $49.37 $713,907 - $764,050	15,476 Added 203.07%	23,097 $1.11 Million
Q1 2021 May 10, 2021	BUY	$39.09 - $45.86 $248,886 - $291,990	6,367 Added 507.74%	7,621 $347,000
Q4 2020 Jan 27, 2021	BUY	$31.97 - $39.94 $40,090 - $50,084	1,254 New	1,254 $50,000

Others Institutions Holding RDVY

# of Institutions

545

Shares Held

138M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Accel Wealth Management First Trust Rising Dividend Ac Transaction History