Comprehensive Financial Consultants Institutional, Inc. First Trust Rising Dividend Ac Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$258 Million
Q1 2025

A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 14,294 shares of RDVY stock, worth $870,647. This represents 0.32% of its overall portfolio holdings.

Number of Shares

14,294

Previous 13,842 3.27%

Holding current value

$870,647

Previous $818,000 2.2%

% of portfolio

0.32%

Previous 0.32%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$57.22 - $63.39 $25,863 - $28,652	452 Added 3.27%	14,294 $836,000
Q4 2024 Jan 24, 2025	SELL	$58.65 - $64.37 $12,081 - $13,260	-206 Reduced 1.47%	13,842 $818,000
Q3 2024 Oct 31, 2024	SELL	$53.68 - $59.24 $40,743 - $44,963	-759 Reduced 5.13%	14,048 $831,000
Q2 2024 Jul 17, 2024	SELL	$53.05 - $55.95 $13,050 - $13,763	-246 Reduced 1.63%	14,807 $810,000
Q1 2024 May 02, 2024	SELL	$50.05 - $56.17 $22,172 - $24,883	-443 Reduced 2.86%	15,053 $845,000
Q4 2023 Jan 24, 2024	BUY	$43.44 - $52.04 $13,032 - $15,612	300 Added 1.97%	15,496 $800,000
Q3 2023 Nov 13, 2023	SELL	$45.58 - $49.58 $5,424 - $5,900	-119 Reduced 0.78%	15,196 $698,000
Q2 2023 Jul 24, 2023	SELL	$42.83 - $47.25 $159,841 - $176,337	-3,732 Reduced 19.59%	15,315 $721,000
Q1 2023 Apr 19, 2023	SELL	$42.66 - $48.92 $34,597 - $39,674	-811 Reduced 4.08%	19,047 $854,000
Q4 2022 Jan 30, 2023	SELL	$39.34 - $47.06 $629 - $752	-16 Reduced 0.08%	19,858 $872,000
Q3 2022 Nov 14, 2022	BUY	$38.88 - $46.42 $59,719 - $71,301	1,536 Added 8.38%	19,874 $804,000
Q2 2022 Aug 09, 2022	SELL	$40.42 - $49.12 $28,536 - $34,678	-706 Reduced 3.71%	18,338 $757,000
Q1 2022 May 11, 2022	BUY	$46.62 - $52.79 $18,368 - $20,799	394 Added 2.11%	19,044 $877,000
Q4 2021 Mar 10, 2022	BUY	$47.66 - $52.06 $888,858 - $970,919	18,650 New	18,650 $924,000

Others Institutions Holding RDVY

# of Institutions

698

Shares Held

181M

Call Options Held

Put Options Held

567

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About FIRST TRUST RISING DIVIDEND AC

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Comprehensive Financial Consultants Institutional, Inc. First Trust Rising Dividend Ac Transaction History