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 57,114 shares of RDVY stock, worth $3.39 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
57,114
Previous 53,933 5.9%
Holding current value
$3.39 Million
Previous $2.95 Million 14.53%
% of portfolio
0.33%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TRUST RISING DIVIDEND AC


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