A detailed history of O Donnell Financial Services, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, O Donnell Financial Services, LLC holds 139,643 shares of RDVY stock, worth $8.76 Million. This represents 3.91% of its overall portfolio holdings.

Number of Shares
139,643
Holding current value
$8.76 Million
% of portfolio
3.91%

Shares

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

Oct 22, 2024

BUY
$53.68 - $59.24 $7.5 Million - $8.27 Million
139,643 New
139,643 $8.27 Million
Q2 2022

Jul 27, 2022

SELL
$40.42 - $49.12 $31.2 Million - $38 Million
-772,878 Reduced 98.18%
14,366 $588,000
Q1 2022

May 04, 2022

BUY
$46.62 - $52.79 $6.11 Million - $6.91 Million
130,983 Added 19.96%
787,244 $38.6 Million
Q4 2021

Feb 02, 2022

SELL
$47.66 - $52.06 $260,032 - $284,039
-5,456 Reduced 0.82%
656,261 $32.5 Million
Q3 2021

Oct 29, 2021

BUY
$46.43 - $49.91 $30.7 Million - $33 Million
661,717 New
661,717 $31.4 Million

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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