Hfg Advisors, Inc. First Trust Rising Dividend Ac Transaction History

Hfg Advisors, Inc.

$108 Million
Q3 2024

A detailed history of Hfg Advisors, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Hfg Advisors, Inc. holds 101,709 shares of RDVY stock, worth $6.07 Million. This represents 5.57% of its overall portfolio holdings.

Number of Shares

101,709

Previous 95,073 6.98%

Holding current value

$6.07 Million

Previous $5.21 Million 15.7%

% of portfolio

5.57%

Previous 5.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$53.68 - $59.24 $356,220 - $393,116	6,636 Added 6.98%	101,709 $6.02 Million
Q2 2024 Jul 12, 2024	BUY	$53.05 - $55.95 $152,465 - $160,800	2,874 Added 3.12%	95,073 $5.21 Million
Q1 2024 Apr 18, 2024	BUY	$50.05 - $56.17 $261,961 - $293,993	5,234 Added 6.02%	92,199 $5.18 Million
Q4 2023 Jan 12, 2024	BUY	$43.44 - $52.04 $72,631 - $87,010	1,672 Added 1.96%	86,965 $4.49 Million
Q3 2023 Oct 24, 2023	BUY	$45.58 - $49.58 $109,756 - $119,388	2,408 Added 2.91%	85,293 $3.92 Million
Q2 2023 Jul 13, 2023	SELL	$42.83 - $47.25 $4,539 - $5,008	-106 Reduced 0.13%	82,885 $3.9 Million
Q1 2023 Apr 20, 2023	BUY	$42.66 - $48.92 $64,075 - $73,477	1,502 Added 1.84%	82,991 $3.72 Million
Q4 2022 Jan 17, 2023	BUY	$39.34 - $47.06 $140,168 - $167,674	3,563 Added 4.57%	81,489 $0
Q3 2022 Oct 17, 2022	SELL	$38.88 - $46.42 $442,104 - $527,841	-11,371 Reduced 12.73%	77,926 $3.03 Million
Q2 2022 Jul 15, 2022	BUY	$40.42 - $49.12 $129,505 - $157,380	3,204 Added 3.72%	89,297 $3.65 Million
Q1 2022 Apr 20, 2022	BUY	$46.62 - $52.79 $4.01 Million - $4.54 Million	86,093 New	86,093 $4.22 Million

Others Institutions Holding RDVY

# of Institutions

611

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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