Coastal Investment Advisors, Inc. First Trust Rising Dividend Ac Transaction History

Coastal Investment Advisors, Inc.

$234 Million
Q4 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 6,307 shares of RDVY stock, worth $369,464. This represents 0.16% of its overall portfolio holdings.

Number of Shares

6,307

Previous 5,178 21.8%

Holding current value

$369,464

Previous $306,000 21.57%

% of portfolio

0.16%

Previous 0.15%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$58.65 - $64.37 $66,215 - $72,673	1,129 Added 21.8%	6,307 $372,000
Q3 2024 Oct 29, 2024	SELL	$53.68 - $59.24 $584,306 - $644,827	-10,885 Reduced 67.76%	5,178 $306,000
Q2 2024 Jul 15, 2024	BUY	$53.05 - $55.95 $271,085 - $285,904	5,110 Added 46.65%	16,063 $879,000
Q1 2024 Apr 19, 2024	SELL	$50.05 - $56.17 $81,030 - $90,939	-1,619 Reduced 12.88%	10,953 $615,000
Q4 2023 Jan 19, 2024	SELL	$43.44 - $52.04 $144,133 - $172,668	-3,318 Reduced 20.88%	12,572 $649,000
Q2 2023 Aug 09, 2023	BUY	$42.83 - $47.25 $127,504 - $140,663	2,977 Added 23.05%	15,890 $748,000
Q1 2023 May 05, 2023	SELL	$42.66 - $48.92 $17,917 - $20,546	-420 Reduced 3.15%	12,913 $579,000
Q4 2022 Feb 10, 2023	SELL	$39.34 - $47.06 $162,985 - $194,969	-4,143 Reduced 23.71%	13,333 $585,000
Q3 2022 Oct 27, 2022	SELL	$38.88 - $46.42 $15,979 - $19,078	-411 Reduced 2.3%	17,476 $679,000
Q2 2022 Aug 09, 2022	BUY	$40.42 - $49.12 $28,132 - $34,187	696 Added 4.05%	17,887 $735,000
Q1 2022 Apr 13, 2022	BUY	$46.62 - $52.79 $56,643 - $64,139	1,215 Added 7.61%	17,191 $842,000
Q4 2021 Jan 18, 2022	BUY	$47.66 - $52.06 $235,106 - $256,811	4,933 Added 44.67%	15,976 $827,000
Q3 2021 Oct 18, 2021	BUY	$46.43 - $49.91 $165,615 - $178,028	3,567 Added 47.71%	11,043 $524,000
Q2 2021 Jul 15, 2021	BUY	$46.13 - $49.37 $11,347 - $12,145	246 Added 3.4%	7,476 $359,000
Q1 2021 Apr 12, 2021	BUY	$39.09 - $45.86 $3,674 - $4,310	94 Added 1.32%	7,230 $329,000
Q4 2020 Jan 13, 2021	BUY	$31.97 - $39.94 $15,825 - $19,770	495 Added 7.45%	7,136 $285,000
Q3 2020 Oct 23, 2020	BUY	$30.37 - $34.47 $201,687 - $228,915	6,641 New	6,641 $217,000
Q1 2020 Apr 23, 2020	SELL	$21.81 - $36.72 $60,762 - $102,301	-2,786 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$30.59 - $36.03 $28,479 - $33,543	931 Added 50.19%	2,786 $97,000
Q3 2019 Oct 18, 2019	BUY	$29.39 - $32.57 $49,345 - $54,685	1,679 Added 953.98%	1,855 $60,000
Q2 2019 Aug 01, 2019	BUY	$28.54 - $31.76 $5,023 - $5,589	176 New	176 $5,000

Others Institutions Holding RDVY

# of Institutions

691

Shares Held

170M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Coastal Investment Advisors, Inc. First Trust Rising Dividend Ac Transaction History