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

Comprehensive Financial Consultants Institutional, Inc.

  • $243 Million
  • Q2 2024

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 14,807 shares of RDVY stock, worth $859,250. This represents 0.33% of its overall portfolio holdings.

Number of Shares
14,807
Previous 15,053 1.63%
Holding current value
$859,250
Previous $845,000 4.14%
% of portfolio
0.33%
Previous 0.37%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
564
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
Track This Portfolio

Track Comprehensive Financial Consultants Institutional, Inc. Portfolio

Follow Comprehensive Financial Consultants Institutional, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email