Orba Wealth Advisors, L.L.C. First Trust Rising Dividend Ac Transaction History

Orba Wealth Advisors, L.L.C.

$198 Billion
Q1 2025

A detailed history of Orba Wealth Advisors, L.L.C. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 89,922 shares of RDVY stock, worth $5.78 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

89,922

Previous 79,681 12.85%

Holding current value

$5.78 Million

Previous $4.71 Billion 11.71%

% of portfolio

2.65%

Previous 2.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$57.22 - $63.39 $585,990 - $649,176	10,241 Added 12.85%	89,922 $5.26 Billion
Q4 2024 Feb 04, 2025	SELL	$58.65 - $64.37 $350,902 - $385,125	-5,983 Reduced 6.98%	79,681 $4.71 Billion
Q3 2024 Oct 09, 2024	SELL	$53.68 - $59.24 $144,774 - $159,770	-2,697 Reduced 3.05%	85,664 $5.07 Billion
Q2 2024 Jul 16, 2024	BUY	$53.05 - $55.95 $62,599 - $66,021	1,180 Added 1.35%	88,361 $4.84 Billion
Q1 2024 Apr 30, 2024	SELL	$50.05 - $56.17 $58,558 - $65,718	-1,170 Reduced 1.32%	87,181 $4.9 Billion
Q4 2023 Feb 12, 2024	BUY	$43.44 - $52.04 $3.84 Million - $4.6 Million	88,351 New	88,351 $4.57 Billion

Others Institutions Holding RDVY

# of Institutions

701

Shares Held

181M

Call Options Held

Put Options Held

567

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Orba Wealth Advisors, L.L.C. First Trust Rising Dividend Ac Transaction History