Avantax Advisory Services, Inc. First Trust Rising Dividend Ac Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 545,836 shares of RDVY stock, worth $36.5 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

545,836

Previous 578,290 5.61%

Holding current value

$36.5 Million

Previous $33.9 Million 1.16%

% of portfolio

0.19%

Previous 0.21%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$51.6 - $62.74 $1.67 Million - $2.04 Million	-32,454 Reduced 5.61%	545,836 $34.2 Million
Q1 2025 May 06, 2025	BUY	$57.22 - $63.39 $944,587 - $1.05 Million	16,508 Added 2.94%	578,290 $33.9 Million
Q4 2024 Feb 07, 2025	SELL	$58.65 - $64.37 $1.2 Million - $1.32 Million	-20,520 Reduced 3.52%	561,782 $33.2 Million
Q3 2024 Nov 13, 2024	BUY	$53.68 - $59.24 $782,600 - $863,659	14,579 Added 2.57%	582,302 $34.5 Million
Q2 2024 Aug 09, 2024	BUY	$53.05 - $55.95 $4.82 Million - $5.09 Million	90,903 Added 19.06%	567,723 $31.1 Million

Q1 2024 May 08, 2024	BUY	$50.05 - $56.17 $11.5 Million - $12.9 Million	229,800 Added 93.03%	476,820 $26.8 Million
Q4 2023 Feb 07, 2024	SELL	$43.44 - $52.04 $2.12 Million - $2.54 Million	-48,775 Reduced 16.49%	247,020 $12.8 Million
Q3 2023 Nov 07, 2023	BUY	$45.58 - $49.58 $663,599 - $721,835	14,559 Added 5.18%	295,795 $13.6 Million
Q2 2023 Aug 11, 2023	BUY	$42.83 - $47.25 $73,324 - $80,892	1,712 Added 0.61%	281,236 $13.2 Million
Q1 2023 Apr 28, 2023	BUY	$42.66 - $48.92 $84,210 - $96,568	1,974 Added 0.71%	279,524 $12.5 Million
Q4 2022 Feb 13, 2023	BUY	$39.34 - $47.06 $552,963 - $661,475	14,056 Added 5.33%	277,550 $12.2 Million
Q3 2022 Nov 01, 2022	SELL	$38.88 - $46.42 $310,651 - $370,895	-7,990 Reduced 2.94%	263,494 $10.2 Million
Q2 2022 Aug 02, 2022	BUY	$40.42 - $49.12 $482,129 - $585,903	11,928 Added 4.6%	271,484 $11.1 Million
Q1 2022 Apr 27, 2022	BUY	$46.62 - $52.79 $3.02 Million - $3.42 Million	64,775 Added 33.26%	259,556 $12.7 Million
Q4 2021 Jan 24, 2022	BUY	$47.66 - $52.06 $1.21 Million - $1.32 Million	25,429 Added 15.02%	194,781 $10.1 Million
Q3 2021 Oct 21, 2021	BUY	$46.43 - $49.91 $2.51 Million - $2.7 Million	54,048 Added 46.87%	169,352 $8.04 Million
Q2 2021 Jul 29, 2021	BUY	$46.13 - $49.37 $5.07 Million - $5.43 Million	109,924 Added 2043.2%	115,304 $5.54 Million
Q1 2021 May 13, 2021	BUY	$39.09 - $45.86 $210,304 - $246,726	5,380 New	5,380 $244,000
Q4 2020 Jan 22, 2021	SELL	$31.97 - $39.94 $378,556 - $472,929	-11,841 Closed	0 $0
Q3 2020 Oct 14, 2020	SELL	$30.37 - $34.47 $345,124 - $391,717	-11,364 Reduced 48.97%	11,841 $388,000
Q2 2020 Aug 06, 2020	SELL	$23.99 - $33.86 $197,101 - $278,193	-8,216 Reduced 26.15%	23,205 $709,000
Q1 2020 Apr 30, 2020	BUY	$21.81 - $36.72 $552,251 - $929,787	25,321 Added 415.1%	31,421 $807,000
Q4 2019 Feb 14, 2020	BUY	$30.59 - $36.03 $186,599 - $219,783	6,100 New	6,100 $220,000

Others Institutions Holding RDVY

# of Institutions

745

Shares Held

204M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Avantax Advisory Services, Inc. First Trust Rising Dividend Ac Transaction History