Elevated Capital Advisors, LLC First Trust Rising Dividend Ac Transaction History

Elevated Capital Advisors, LLC

$322 Million
Q4 2024

A detailed history of Elevated Capital Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 22,547 shares of RDVY stock, worth $1.41 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

22,547

Previous 23,085 2.33%

Holding current value

$1.41 Million

Previous $1.37 Million 2.42%

% of portfolio

0.41%

Previous 0.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$58.65 - $64.37 $31,553 - $34,631	-538 Reduced 2.33%	22,547 $1.33 Million
Q3 2024 Oct 22, 2024	SELL	$53.68 - $59.24 $11,326 - $12,499	-211 Reduced 0.91%	23,085 $1.37 Million
Q2 2024 Aug 01, 2024	SELL	$53.05 - $55.95 $2.46 Million - $2.59 Million	-46,294 Reduced 66.52%	23,296 $1.28 Million
Q1 2024 Apr 15, 2024	BUY	$50.05 - $56.17 $122,772 - $137,785	2,453 Added 3.65%	69,590 $3.91 Million
Q4 2023 Jan 09, 2024	SELL	$43.44 - $52.04 $78,669 - $94,244	-1,811 Reduced 2.63%	67,137 $3.47 Million
Q3 2023 Oct 17, 2023	BUY	$45.58 - $49.58 $2.17 Million - $2.36 Million	47,665 Added 223.96%	68,948 $3.17 Million
Q2 2023 Aug 18, 2023	BUY	$42.83 - $47.25 $911,550 - $1.01 Million	21,283 New	21,283 $1 Million

Others Institutions Holding RDVY

# of Institutions

617

Shares Held

148M

Call Options Held

100

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Elevated Capital Advisors, LLC First Trust Rising Dividend Ac Transaction History