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 $33.5 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
567,723
Previous 476,820 19.06%
Holding current value
$33.5 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

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
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