A detailed history of Kingsbury Capital Investment Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Kingsbury Capital Investment Advisors LLC holds 68,655 shares of RDVY stock, worth $3.74 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares
68,655
Previous 74,501 7.85%
Holding current value
$3.74 Million
Previous $3.05 Million 12.46%
% of portfolio
4.07%
Previous 4.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$39.75 - $46.42 $232,378 - $271,371
-5,846 Reduced 7.85%
68,655 $2.67 Million
Q2 2022

Aug 09, 2022

BUY
$40.42 - $49.12 $86,337 - $104,920
2,136 Added 2.95%
74,501 $3.05 Million
Q1 2022

May 16, 2022

BUY
$46.62 - $52.79 $3.37 Million - $3.82 Million
72,365 New
72,365 $3.55 Million

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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