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

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 241,841 shares of RDVY stock, worth $14.5 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

241,841

Previous 298,004 18.85%

Holding current value

$14.5 Million

Previous $17.6 Million 19.67%

% of portfolio

0.28%

Previous 0.36%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$57.22 - $63.39 $3.21 Million - $3.56 Million	-56,163 Reduced 18.85%	241,841 $14.2 Million
Q4 2024 Jan 22, 2025	BUY	$58.65 - $64.37 $1.1 Million - $1.21 Million	18,743 Added 6.71%	298,004 $17.6 Million
Q3 2024 Oct 21, 2024	BUY	$53.68 - $59.24 $2.68 Million - $2.96 Million	49,950 Added 21.78%	279,261 $16.5 Million
Q2 2024 Aug 02, 2024	BUY	$53.05 - $55.95 $653,098 - $688,800	12,311 Added 5.67%	229,311 $12.6 Million
Q1 2024 May 13, 2024	BUY	$50.05 - $56.17 $1.39 Million - $1.56 Million	27,802 Added 14.69%	217,000 $12.2 Million
Q4 2023 Feb 08, 2024	BUY	$43.44 - $52.04 $206,948 - $247,918	4,764 Added 2.58%	189,198 $9.78 Million
Q3 2023 Oct 05, 2023	BUY	$45.58 - $49.58 $3.29 Million - $3.57 Million	72,091 Added 64.17%	184,434 $8.47 Million
Q2 2023 Jul 19, 2023	BUY	$42.83 - $47.25 $292,486 - $322,670	6,829 Added 6.47%	112,343 $5.29 Million
Q1 2023 Apr 25, 2023	BUY	$42.66 - $48.92 $4.25 Million - $4.87 Million	99,592 Added 1681.73%	105,514 $4.73 Million
Q4 2022 Jan 11, 2023	SELL	$39.34 - $47.06 $2.44 Million - $2.92 Million	-62,033 Reduced 91.29%	5,922 $0
Q3 2022 Oct 19, 2022	SELL	$38.88 - $46.42 $18,468 - $22,049	-475 Reduced 0.69%	67,955 $2.64 Million
Q2 2022 Jul 08, 2022	BUY	$40.42 - $49.12 $2.77 Million - $3.36 Million	68,430 New	68,430 $2.8 Million

Others Institutions Holding RDVY

# of Institutions

695

Shares Held

181M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

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