Mount Yale Investment Advisors, LLC First Trust Rising Dividend Ac Transaction History

Mount Yale Investment Advisors, LLC

$1.21 Billion
Q2 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 65,483 shares of RDVY stock, worth $4.36 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

65,483

Previous 60,635 8.0%

Holding current value

$4.36 Million

Previous $3.55 Million 15.75%

% of portfolio

0.34%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$51.6 - $62.74 $250,156 - $304,163	4,848 Added 8.0%	65,483 $4.11 Million
Q1 2025 Apr 16, 2025	SELL	$57.22 - $63.39 $32,214 - $35,688	-563 Reduced 0.92%	60,635 $3.55 Million
Q4 2024 Jan 22, 2025	BUY	$58.65 - $64.37 $239,526 - $262,887	4,084 Added 7.15%	61,198 $3.62 Million
Q3 2024 Oct 23, 2024	BUY	$53.68 - $59.24 $170,756 - $188,442	3,181 Added 5.9%	57,114 $3.38 Million
Q2 2024 Aug 13, 2024	SELL	$53.05 - $55.95 $18,514 - $19,526	-349 Reduced 0.64%	53,933 $2.95 Million
Q1 2024 May 15, 2024	BUY	$50.05 - $56.17 $1.05 Million - $1.18 Million	20,968 Added 62.94%	54,282 $3.05 Million
Q4 2023 Feb 12, 2024	BUY	$43.44 - $52.04 $1.45 Million - $1.73 Million	33,314 New	33,314 $1.72 Million

Others Institutions Holding RDVY

# of Institutions

728

Shares Held

190M

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 Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Account

Mount Yale Investment Advisors, LLC First Trust Rising Dividend Ac Transaction History