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

Avantax Advisory Services, Inc.

  • $13.8 Billion
  • Q2 2024

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 567,723 shares of RDVY stock, worth $33.4 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
567,723
Previous 476,820 19.06%
Holding current value
$33.4 Million
Previous $26.8 Million 16.06%
% of portfolio
0.23%
Previous 0.24%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
583
Shares Held
148M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
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