Concurrent Investment Advisors, LLC First Trust Rising Dividend Ac Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 274,842 shares of RDVY stock, worth $17.5 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

274,842

Previous 216,451 26.98%

Holding current value

$17.5 Million

Previous $12.7 Billion 36.09%

% of portfolio

0.33%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$51.6 - $62.74 $3.01 Million - $3.66 Million	58,391 Added 26.98%	274,842 $17.2 Billion
Q1 2025 Apr 29, 2025	BUY	$57.22 - $63.39 $983,783 - $1.09 Million	17,193 Added 8.63%	216,451 $12.7 Billion
Q4 2024 Feb 03, 2025	BUY	$58.65 - $64.37 $277,883 - $304,985	4,738 Added 2.44%	199,258 $11.8 Billion
Q3 2024 Oct 30, 2024	BUY	$53.68 - $59.24 $150,142 - $165,694	2,797 Added 1.46%	194,520 $11.5 Billion
Q2 2024 Jul 30, 2024	SELL	$53.05 - $55.95 $609,120 - $642,417	-11,482 Reduced 5.65%	191,723 $10.5 Billion
Q1 2024 May 07, 2024	BUY	$50.05 - $56.17 $1.59 Million - $1.78 Million	31,672 Added 18.46%	203,205 $11.4 Billion
Q4 2023 Apr 15, 2024	BUY	$43.44 - $52.04 $7.45 Million - $8.93 Million	171,533 New	171,533 $8.86 Billion

Others Institutions Holding RDVY

# of Institutions

706

Shares Held

181M

Call Options Held

Put Options Held

567

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Concurrent Investment Advisors, LLC First Trust Rising Dividend Ac Transaction History