A detailed history of Atlas Private Wealth Advisors transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 18,066 shares of RDVY stock, worth $1.13 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
18,066
Previous 18,334 1.46%
Holding current value
$1.13 Million
Previous $1 Million 6.58%
% of portfolio
0.16%
Previous 0.16%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$53.68 - $59.24 $14,386 - $15,876
-268 Reduced 1.46%
18,066 $1.07 Million
Q2 2024

Jul 12, 2024

BUY
$53.05 - $55.95 $496,229 - $523,356
9,354 Added 104.16%
18,334 $1 Million
Q1 2024

May 03, 2024

SELL
$50.05 - $56.17 $360,860 - $404,985
-7,210 Reduced 44.53%
8,980 $504,000
Q4 2023

Jan 10, 2024

SELL
$43.44 - $52.04 $89,442 - $107,150
-2,059 Reduced 11.28%
16,190 $836,000
Q3 2023

Oct 10, 2023

SELL
$45.58 - $49.58 $39,700 - $43,184
-871 Reduced 4.56%
18,249 $838,000
Q2 2023

Aug 04, 2023

BUY
$42.83 - $47.25 $382,043 - $421,470
8,920 Added 87.45%
19,120 $900,000
Q1 2023

Apr 12, 2023

BUY
$42.66 - $48.92 $5,375 - $6,163
126 Added 1.25%
10,200 $457,000
Q4 2022

Feb 14, 2023

BUY
$39.34 - $47.06 $33,596 - $40,189
854 Added 9.26%
10,074 $442,000
Q3 2022

Nov 14, 2022

BUY
$38.88 - $46.42 $42,184 - $50,365
1,085 Added 13.34%
9,220 $358,000
Q2 2022

Aug 15, 2022

BUY
$40.42 - $49.12 $87,792 - $106,688
2,172 Added 36.42%
8,135 $333,000
Q1 2022

Apr 26, 2022

BUY
$46.62 - $52.79 $277,995 - $314,786
5,963 New
5,963 $292,000
Q4 2021

Apr 21, 2022

SELL
$47.66 - $52.06 $20,303 - $22,177
-426 Closed
0 $0
Q3 2021

Oct 26, 2021

BUY
$46.43 - $49.91 $19,779 - $21,261
426 New
426 $20,000

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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