Dhjj Financial Advisors, Ltd. First Trust Rising Dividend Ac Transaction History

Dhjj Financial Advisors, Ltd.

$226 Million
Q3 2024

A detailed history of Dhjj Financial Advisors, Ltd. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 12,367 shares of RDVY stock, worth $775,781. This represents 0.32% of its overall portfolio holdings.

Number of Shares

12,367

Previous 12,747 2.98%

Holding current value

$775,781

Previous $697,000 5.02%

% of portfolio

0.32%

Previous 0.33%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$53.68 - $59.24 $20,398 - $22,511	-380 Reduced 2.98%	12,367 $732,000
Q2 2024 Jul 11, 2024	BUY	$53.05 - $55.95 $89,972 - $94,891	1,696 Added 15.35%	12,747 $697,000
Q1 2024 Apr 11, 2024	BUY	$50.05 - $56.17 $75,625 - $84,872	1,511 Added 15.84%	11,051 $620,000
Q4 2023 Jan 29, 2024	BUY	$43.44 - $52.04 $167,548 - $200,718	3,857 Added 67.87%	9,540 $492,000
Q3 2023 Oct 10, 2023	SELL	$45.58 - $49.58 $1,093 - $1,189	-24 Reduced 0.42%	5,683 $261,000
Q2 2023 Jul 28, 2023	BUY	$42.83 - $47.25 $1,327 - $1,464	31 Added 0.55%	5,707 $268,000
Q1 2023 May 02, 2023	BUY	$42.66 - $48.92 $4,863 - $5,576	114 Added 2.05%	5,676 $254,000
Q4 2022 Feb 03, 2023	SELL	$39.34 - $47.06 $25,571 - $30,589	-650 Reduced 10.46%	5,562 $244,000
Q3 2022 Nov 14, 2022	BUY	$38.88 - $46.42 $13,413 - $16,014	345 Added 5.88%	6,212 $242,000
Q2 2022 Aug 04, 2022	BUY	$40.42 - $49.12 $52,465 - $63,757	1,298 Added 28.41%	5,867 $240,000
Q1 2022 May 12, 2022	BUY	$46.62 - $52.79 $213,006 - $241,197	4,569 New	4,569 $223,000

Others Institutions Holding RDVY

# of Institutions

587

Shares Held

149M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Dhjj Financial Advisors, Ltd. First Trust Rising Dividend Ac Transaction History