Insight Advisors, LLC First Trust Rising Dividend Ac Transaction History

Insight Advisors, LLC

$372 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 21, 2023	SELL	$39.34 - $47.06 $50,473 - $60,377	-1,283 Reduced 5.87%	20,569 $903,000
Q3 2022 Dec 12, 2022	BUY	$38.88 - $46.42 $1,088 - $1,299	28 Added 0.13%	21,852 $850,000
Q2 2022 Aug 11, 2022	BUY	$40.42 - $49.12 $141,631 - $172,116	3,504 Added 19.13%	21,824 $964,000
Q1 2022 May 13, 2022	BUY	$46.62 - $52.79 $48,438 - $54,848	1,039 Added 6.01%	18,320 $898,000
Q4 2021 Feb 09, 2022	BUY	$47.66 - $52.06 $64,626 - $70,593	1,356 Added 8.51%	17,281 $895,000
Q3 2021 Nov 12, 2021	BUY	$46.43 - $49.91 $177,548 - $190,855	3,824 Added 31.6%	15,925 $811,000
Q2 2021 Aug 12, 2021	BUY	$46.13 - $49.37 $313,730 - $335,765	6,801 Added 128.32%	12,101 $582,000
Q1 2021 May 17, 2021	BUY	$39.09 - $45.86 $207,177 - $243,058	5,300 New	5,300 $253,000

Others Institutions Holding RDVY

# of Institutions

590

Shares Held

151M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.28 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15M
Shares

$940 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

8.76M
Shares

$550 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$441 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$427 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Advisors, LLC with notifications on news.