Dynamic Advisor Solutions LLC First Trust Rising Dividend Ac Transaction History

Dynamic Advisor Solutions LLC

$2.97 Billion
Q1 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 6,890 shares of RDVY stock, worth $419,669. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,890

Previous 4,754 44.93%

Holding current value

$419,669

Previous $281,000 43.42%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$57.22 - $63.39 $122,221 - $135,401	2,136 Added 44.93%	6,890 $403,000
Q4 2024 Jan 21, 2025	SELL	$58.65 - $64.37 $7,917 - $8,689	-135 Reduced 2.76%	4,754 $281,000
Q3 2024 Oct 07, 2024	BUY	$53.68 - $59.24 $4,938 - $5,450	92 Added 1.92%	4,889 $289,000
Q2 2024 Jul 15, 2024	SELL	$53.05 - $55.95 $15,066 - $15,889	-284 Reduced 5.59%	4,797 $262,000
Q1 2024 Apr 12, 2024	SELL	$50.05 - $56.17 $11,411 - $12,806	-228 Reduced 4.29%	5,081 $285,000
Q4 2023 Jan 10, 2024	BUY	$43.44 - $52.04 $14,031 - $16,808	323 Added 6.48%	5,309 $274,000
Q3 2023 Oct 10, 2023	BUY	$45.58 - $49.58 $23,245 - $25,285	510 Added 11.39%	4,986 $229,000
Q2 2023 Aug 03, 2023	BUY	$42.83 - $47.25 $191,707 - $211,491	4,476 New	4,476 $210,000
Q4 2022 Jan 12, 2023	SELL	$39.34 - $47.06 $1,062 - $1,270	-27 Reduced 0.48%	5,553 $0
Q3 2022 Oct 20, 2022	BUY	$38.88 - $46.42 $17,573 - $20,981	452 Added 8.81%	5,580 $217,000
Q2 2022 Jul 27, 2022	SELL	$40.42 - $49.12 $27,647 - $33,598	-684 Reduced 11.77%	5,128 $210,000
Q1 2022 Apr 11, 2022	SELL	$46.62 - $52.79 $41,724 - $47,247	-895 Reduced 13.34%	5,812 $285,000
Q4 2021 Jan 26, 2022	BUY	$47.66 - $52.06 $13,583 - $14,837	285 Added 4.44%	6,707 $347,000
Q3 2021 Oct 28, 2021	BUY	$46.43 - $49.91 $58,966 - $63,385	1,270 Added 24.65%	6,422 $305,000
Q2 2021 Aug 10, 2021	BUY	$46.13 - $49.37 $237,661 - $254,354	5,152 New	5,152 $248,000

Others Institutions Holding RDVY

# of Institutions

696

Shares Held

181M

Call Options Held

Put Options Held

567

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Account

Dynamic Advisor Solutions LLC First Trust Rising Dividend Ac Transaction History