Alta Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History

Alta Wealth Advisors LLC

$226 Million
Q4 2024

A detailed history of Alta Wealth Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 5,367 shares of RDVY stock, worth $333,237. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,367

Previous 6,439 16.65%

Holding current value

$333,237

Previous $381,000 16.8%

% of portfolio

0.14%

Previous 0.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$58.65 - $64.37 $62,872 - $69,004	-1,072 Reduced 16.65%	5,367 $317,000
Q3 2024 Oct 18, 2024	SELL	$53.68 - $59.24 $60,926 - $67,237	-1,135 Reduced 14.99%	6,439 $381,000
Q2 2024 Jul 24, 2024	SELL	$53.05 - $55.95 $12,572 - $13,260	-237 Reduced 3.03%	7,574 $414,000
Q1 2024 May 01, 2024	SELL	$50.05 - $56.17 $85,085 - $95,489	-1,700 Reduced 17.87%	7,811 $438,000
Q4 2023 Feb 12, 2024	SELL	$43.44 - $52.04 $4.43 Million - $5.31 Million	-102,088 Reduced 91.48%	9,511 $491,000
Q3 2023 Oct 19, 2023	SELL	$45.58 - $49.58 $77,121 - $83,889	-1,692 Reduced 1.49%	111,599 $5.13 Million
Q2 2023 Jul 17, 2023	SELL	$42.83 - $47.25 $279,123 - $307,928	-6,517 Reduced 5.44%	113,291 $5.34 Million
Q1 2023 Apr 21, 2023	SELL	$42.66 - $48.92 $182,286 - $209,035	-4,273 Reduced 3.44%	119,808 $5.38 Million
Q4 2022 Jan 20, 2023	SELL	$39.34 - $47.06 $216,330 - $258,782	-5,499 Reduced 4.24%	124,081 $0
Q3 2022 Oct 17, 2022	SELL	$38.88 - $46.42 $63,374 - $75,664	-1,630 Reduced 1.24%	129,580 $5.04 Million
Q2 2022 Jul 28, 2022	BUY	$40.42 - $49.12 $353,715 - $429,849	8,751 Added 7.15%	131,210 $5.37 Million
Q1 2022 Apr 27, 2022	BUY	$46.62 - $52.79 $1.09 Million - $1.23 Million	23,315 Added 23.52%	122,459 $6 Million
Q4 2021 Feb 14, 2022	BUY	$47.66 - $52.06 $4.18 Million - $4.57 Million	87,705 Added 766.72%	99,144 $5.14 Million
Q3 2021 Oct 13, 2021	BUY	$46.43 - $49.91 $531,112 - $570,920	11,439 New	11,439 $543,000

Others Institutions Holding RDVY

# of Institutions

642

Shares Held

161M

Call Options Held

100

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

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