Clarus Wealth Advisors First Trust Rising Dividend Ac Transaction History

Clarus Wealth Advisors

  • $200 Million
  • Q4 2024

A detailed history of Clarus Wealth Advisors transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Clarus Wealth Advisors holds 11,888 shares of RDVY stock, worth $744,664. This represents 0.35% of its overall portfolio holdings.

Number of Shares
11,888
Previous 12,274 3.14%
Holding current value
$744,664
Previous $726,000 3.17%
% of portfolio
0.35%
Previous 0.37%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$58.65 - $64.37 $22,638 - $24,846
-386 Reduced 3.14%
11,888 $703,000
Q3 2024

Oct 08, 2024
SELL
$53.68 - $59.24 $12,131 - $13,388
-226 Reduced 1.81%
12,274 $726,000
Q2 2024

Jul 11, 2024
SELL
$53.05 - $55.95 $69,336 - $73,126
-1,307 Reduced 9.47%
12,500 $684,000
Q1 2024

Apr 11, 2024
SELL
$50.05 - $56.17 $53,203 - $59,708
-1,063 Reduced 7.15%
13,807 $775,000
Q4 2023

Jan 22, 2024
SELL
$43.44 - $52.04 $20,938 - $25,083
-482 Reduced 3.14%
14,870 $768,000
Q2 2023

Jul 10, 2023
SELL
$42.83 - $47.25 $17,089 - $18,852
-399 Reduced 2.53%
15,352 $723,000
Q1 2023

Apr 10, 2023
BUY
$42.66 - $48.92 $23,548 - $27,003
552 Added 3.63%
15,751 $706,000
Q4 2022

Jan 12, 2023
BUY
$39.34 - $47.06 $54,839 - $65,601
1,394 Added 10.1%
15,199 $0
Q3 2022

Oct 11, 2022
BUY
$38.88 - $46.42 $12,947 - $15,457
333 Added 2.47%
13,805 $550,000
Q2 2022

Jul 13, 2022
SELL
$40.42 - $49.12 $100,443 - $122,063
-2,485 Reduced 15.57%
13,472 $558,000
Q1 2022

Apr 12, 2022
BUY
$46.62 - $52.79 $39,813 - $45,082
854 Added 5.65%
15,957 $759,000
Q4 2021

Jan 13, 2022
BUY
$47.66 - $52.06 $719,808 - $786,262
15,103 New
15,103 $782,000
Q2 2019

Jul 24, 2019
SELL
$28.54 - $31.76 $11,416 - $12,704
-400 Closed
0 $0
Q4 2018

Feb 05, 2019
BUY
$24.76 - $31.67 $1,238 - $1,583
50 Added 14.29%
400 $11,000
Q4 2018

Jan 08, 2019
BUY
$24.76 - $31.67 $8,666 - $11,084
350 New
350 $11,000
Q4 2018

Jan 07, 2019
SELL
$24.76 - $31.67 $8,666 - $11,084
-350 Closed
0 $0
Q3 2018

Oct 03, 2018
SELL
$29.72 - $31.91 $7,430 - $7,977
-250 Reduced 41.67%
350 $11,000
Q2 2018

Jul 05, 2018
BUY
$28.98 - $31.19 $17,388 - $18,714
600 New
600 $18,000

Others Institutions Holding RDVY

# of Institutions
675
Shares Held
169M
Call Options Held
100
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
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