Alliance Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Alliance Wealth Advisors, LLC

$211 Million
Q2 2025

A detailed history of Alliance Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 8,940 shares of RDVY stock, worth $570,193. This represents 0.27% of its overall portfolio holdings.

Number of Shares

8,940

Previous 9,750 8.31%

Holding current value

$570,193

Previous $565,000 0.88%

% of portfolio

0.27%

Previous 0.3%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$51.6 - $62.74 $41,796 - $50,819	-810 Reduced 8.31%	8,940 $560,000
Q1 2025 Apr 11, 2025	SELL	$57.22 - $63.39 $2.65 Million - $2.94 Million	-46,332 Reduced 82.61%	9,750 $565,000
Q4 2024 Jan 28, 2025	BUY	$58.65 - $64.37 $82,227 - $90,246	1,402 Added 2.56%	56,082 $3.32 Million
Q3 2024 Oct 16, 2024	BUY	$53.68 - $59.24 $97,321 - $107,402	1,813 Added 3.43%	54,680 $3.24 Million
Q2 2024 Jul 17, 2024	BUY	$53.05 - $55.95 $14,164 - $14,938	267 Added 0.51%	52,867 $2.89 Million
Q1 2024 Apr 16, 2024	BUY	$50.05 - $56.17 $164,614 - $184,743	3,289 Added 6.67%	52,600 $2.95 Million
Q4 2023 Jan 10, 2024	BUY	$43.44 - $52.04 $140,224 - $167,985	3,228 Added 7.0%	49,311 $2.55 Million
Q3 2023 Oct 11, 2023	BUY	$45.58 - $49.58 $105,426 - $114,678	2,313 Added 5.28%	46,083 $2.12 Million
Q2 2023 Jul 24, 2023	BUY	$42.83 - $47.25 $20,986 - $23,152	490 Added 1.13%	43,770 $2.06 Million
Q1 2023 Apr 06, 2023	BUY	$42.66 - $48.92 $37,114 - $42,560	870 Added 2.05%	43,280 $1.94 Million
Q4 2022 Jan 23, 2023	BUY	$39.34 - $47.06 $43,470 - $52,001	1,105 Added 2.68%	42,410 $0
Q3 2022 Oct 11, 2022	BUY	$38.88 - $46.42 $67,728 - $80,863	1,742 Added 4.4%	41,305 $1.61 Million
Q2 2022 Jul 20, 2022	BUY	$40.42 - $49.12 $72,715 - $88,366	1,799 Added 4.76%	39,563 $1.62 Million
Q1 2022 Apr 12, 2022	BUY	$46.62 - $52.79 $1.76 Million - $1.99 Million	37,764 New	37,764 $1.85 Million

Others Institutions Holding RDVY

# of Institutions

699

Shares Held

180M

Call Options Held

Put Options Held

567

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Alliance Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History