A detailed history of Mutual Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Mutual Advisors, LLC holds 51,784 shares of RDVY stock, worth $3.25 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
51,784
Previous 53,304 2.85%
Holding current value
$3.25 Million
Previous $2.92 Million 5.07%
% of portfolio
0.09%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$53.68 - $59.24 $81,593 - $90,044
-1,520 Reduced 2.85%
51,784 $3.07 Million
Q2 2024

Jul 30, 2024

BUY
$53.05 - $55.95 $493,895 - $520,894
9,310 Added 21.16%
53,304 $2.92 Million
Q1 2024

May 02, 2024

SELL
$50.05 - $56.17 $403,653 - $453,011
-8,065 Reduced 15.49%
43,994 $2.47 Million
Q4 2023

Jan 12, 2024

SELL
$43.44 - $52.04 $133,534 - $159,970
-3,074 Reduced 5.58%
52,059 $2.69 Million
Q3 2023

Nov 13, 2023

SELL
$45.58 - $49.58 $53,328 - $58,008
-1,170 Reduced 2.08%
55,133 $2.53 Million
Q2 2023

Jul 31, 2023

SELL
$42.83 - $47.25 $202,371 - $223,256
-4,725 Reduced 7.74%
56,303 $2.65 Million
Q1 2023

Apr 11, 2023

SELL
$42.66 - $48.92 $54,007 - $61,932
-1,266 Reduced 2.03%
61,028 $2.74 Million
Q4 2022

Jan 12, 2023

SELL
$39.34 - $47.06 $173,804 - $207,911
-4,418 Reduced 6.62%
62,294 $0
Q3 2022

Nov 03, 2022

BUY
$38.88 - $46.42 $36,974 - $44,145
951 Added 1.45%
66,712 $2.59 Million
Q2 2022

Aug 15, 2022

BUY
$40.42 - $49.12 $29,304 - $35,612
725 Added 1.11%
65,761 $2.69 Million
Q1 2022

May 09, 2022

BUY
$46.62 - $52.79 $126,293 - $143,008
2,709 Added 4.35%
65,036 $3.19 Million
Q4 2021

Feb 14, 2022

BUY
$47.66 - $52.06 $1.15 Million - $1.25 Million
24,103 Added 63.06%
62,327 $3.23 Million
Q3 2021

Nov 15, 2021

BUY
$46.43 - $49.91 $1.08 Million - $1.16 Million
23,217 Added 154.71%
38,224 $1.81 Million
Q2 2021

Aug 12, 2021

BUY
$46.13 - $49.37 $422,689 - $452,377
9,163 Added 156.79%
15,007 $721,000
Q1 2021

May 13, 2021

BUY
$39.09 - $45.86 $17,004 - $19,949
435 Added 8.04%
5,844 $266,000
Q4 2020

Feb 11, 2021

BUY
$31.97 - $39.94 $172,925 - $216,035
5,409 New
5,409 $216,000

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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