Lynch & Associates First Trust Rising Dividend Ac Transaction History

Lynch & Associates

$456 Million
Q4 2024

A detailed history of Lynch & Associates transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Lynch & Associates holds 10,862 shares of RDVY stock, worth $634,775. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,862

Previous 9,879 9.95%

Holding current value

$634,775

Previous $584,000 9.93%

% of portfolio

0.14%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$58.65 - $64.37 $57,652 - $63,275	983 Added 9.95%	10,862 $642,000
Q3 2024 Oct 15, 2024	BUY	$53.68 - $59.24 $70,052 - $77,308	1,305 Added 15.22%	9,879 $584,000
Q2 2024 Aug 06, 2024	BUY	$53.05 - $55.95 $57,771 - $60,929	1,089 Added 14.55%	8,574 $469,000
Q1 2024 Apr 09, 2024	BUY	$50.05 - $56.17 $99,149 - $111,272	1,981 Added 35.99%	7,485 $420,000
Q4 2023 Jan 08, 2024	BUY	$43.44 - $52.04 $34,187 - $40,955	787 Added 16.68%	5,504 $284,000
Q3 2023 Oct 24, 2023	BUY	$45.58 - $49.58 $215,000 - $233,868	4,717 New	4,717 $216,000

Others Institutions Holding RDVY

# of Institutions

690

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 Lynch & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Lynch & Associates with notifications on news.

Account

Lynch & Associates First Trust Rising Dividend Ac Transaction History