Financial Services Advisory Inc First Trust Rising Dividend Ac Transaction History

Financial Services Advisory Inc

$409 Million
Q3 2024

A detailed history of Financial Services Advisory Inc transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Financial Services Advisory Inc holds 14,883 shares of RDVY stock, worth $948,344. This represents 0.22% of its overall portfolio holdings.

Number of Shares

14,883

Previous 14,713 1.16%

Holding current value

$948,344

Previous $805,000 9.44%

% of portfolio

0.22%

Previous 0.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$53.68 - $59.24 $9,125 - $10,070	170 Added 1.16%	14,883 $881,000
Q2 2024 Jul 30, 2024	SELL	$53.05 - $55.95 $759,198 - $800,700	-14,311 Reduced 49.31%	14,713 $805,000
Q1 2024 May 06, 2024	BUY	$50.05 - $56.17 $632,982 - $710,381	12,647 Added 77.22%	29,024 $1.63 Million
Q4 2023 Feb 09, 2024	SELL	$43.44 - $52.04 $664,849 - $796,472	-15,305 Reduced 48.31%	16,377 $846,000
Q3 2023 Oct 16, 2023	BUY	$45.58 - $49.58 $1.44 Million - $1.57 Million	31,682 New	31,682 $1.46 Million

Others Institutions Holding RDVY

# of Institutions

606

Shares Held

154M

Call Options Held

100

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Financial Services Advisory Inc First Trust Rising Dividend Ac Transaction History