Goldstein Advisors, LLC First Trust Rising Dividend Ac Transaction History

Goldstein Advisors, LLC

$684 Billion
Q1 2025

A detailed history of Goldstein Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Goldstein Advisors, LLC holds 5,491 shares of RDVY stock, worth $333,029. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,491

Previous 5,636 2.57%

Holding current value

$333,029

Previous $333 Million 3.56%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$57.22 - $63.39 $8,296 - $9,191	-145 Reduced 2.57%	5,491 $321 Million
Q4 2024 Jan 17, 2025	SELL	$58.65 - $64.37 $13,078 - $14,354	-223 Reduced 3.81%	5,636 $333 Million
Q3 2024 Oct 24, 2024	SELL	$53.68 - $59.24 $7,032 - $7,760	-131 Reduced 2.19%	5,859 $347 Million
Q2 2024 Jul 24, 2024	SELL	$53.05 - $55.95 $3,183 - $3,357	-60 Reduced 0.99%	5,990 $328 Million
Q1 2024 May 13, 2024	SELL	$50.05 - $56.17 $22.5 Million - $25.3 Million	-449,611 Reduced 98.67%	6,050 $340 Million
Q3 2023 Oct 18, 2023	BUY	$45.58 - $49.58 $1.12 Million - $1.22 Million	24,648 Added 5.72%	455,661 $20.9 Billion
Q2 2023 Jul 21, 2023	BUY	$42.83 - $47.25 $1.78 Million - $1.97 Million	41,650 Added 10.7%	431,013 $20.3 Billion
Q1 2023 May 09, 2023	BUY	$42.66 - $48.92 $4.84 Million - $5.55 Million	113,496 Added 41.14%	389,363 $17.5 Billion
Q4 2022 Feb 03, 2023	BUY	$39.34 - $47.06 $10.9 Million - $13 Million	275,867 New	275,867 $12.1 Billion

Others Institutions Holding RDVY

# of Institutions

698

Shares Held

181M

Call Options Held

Put Options Held

567

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About FIRST TRUST RISING DIVIDEND AC

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