Key Client Fiduciary Advisors, LLC First Trust Rising Dividend Ac Transaction History

Key Client Fiduciary Advisors, LLC

$203 Million
Q4 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 294,350 shares of RDVY stock, worth $17.8 Million. This represents 8.57% of its overall portfolio holdings.

Number of Shares

294,350

Previous 300,986 2.2%

Holding current value

$17.8 Million

Previous $17.8 Million 2.32%

% of portfolio

8.57%

Previous 8.88%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$58.65 - $64.37 $389,201 - $427,159	-6,636 Reduced 2.2%	294,350 $17.4 Million
Q3 2024 Oct 18, 2024	SELL	$53.68 - $59.24 $91,578 - $101,063	-1,706 Reduced 0.56%	300,986 $17.8 Million
Q2 2024 Jul 16, 2024	BUY	$53.05 - $55.95 $6.89 Million - $7.27 Million	129,939 Added 75.22%	302,692 $16.6 Million
Q1 2024 Apr 15, 2024	SELL	$50.05 - $56.17 $72,322 - $81,165	-1,445 Reduced 0.83%	172,753 $9.7 Million
Q4 2023 Jan 09, 2024	BUY	$43.44 - $52.04 $76,628 - $91,798	1,764 Added 1.02%	174,198 $9 Million
Q3 2023 Nov 14, 2023	SELL	$45.58 - $49.58 $163,358 - $177,694	-3,584 Reduced 2.04%	172,434 $7.92 Million
Q2 2023 Jul 13, 2023	BUY	$42.83 - $47.25 $146,607 - $161,736	3,423 Added 1.98%	176,018 $8.29 Million
Q1 2023 Apr 25, 2023	BUY	$42.66 - $48.92 $528,813 - $606,412	12,396 Added 7.74%	172,595 $7.74 Million
Q4 2022 Jan 17, 2023	BUY	$39.34 - $47.06 $1.18 Million - $1.41 Million	29,949 Added 22.99%	160,199 $0
Q3 2022 Oct 12, 2022	BUY	$38.88 - $46.42 $631,683 - $754,185	16,247 Added 14.25%	130,250 $5.06 Million
Q2 2022 Jul 19, 2022	BUY	$40.42 - $49.12 $1.48 Million - $1.8 Million	36,637 Added 47.36%	114,003 $4.67 Million
Q1 2022 Apr 18, 2022	BUY	$46.62 - $52.79 $2.55 Million - $2.89 Million	54,701 Added 241.35%	77,366 $3.79 Million
Q4 2021 Mar 01, 2022	BUY	$47.66 - $52.06 $1.08 Million - $1.18 Million	22,665 New	22,665 $1.17 Million

Others Institutions Holding RDVY

# of Institutions

687

Shares Held

170M

Call Options Held

Put Options Held

View Full List

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 Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.

Account

Key Client Fiduciary Advisors, LLC First Trust Rising Dividend Ac Transaction History