Plotkin Financial Advisors, LLC First Trust Rising Dividend Ac Transaction History

Plotkin Financial Advisors, LLC

$168 Billion
Q4 2024

A detailed history of Plotkin Financial Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 169,302 shares of RDVY stock, worth $9.37 Million. This represents 5.94% of its overall portfolio holdings.

Number of Shares

169,302

Previous 175,935 3.77%

Holding current value

$9.37 Million

Previous $10.4 Billion 3.88%

% of portfolio

5.94%

Previous 6.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 05, 2025	SELL	$58.65 - $64.37 $389,025 - $426,966	-6,633 Reduced 3.77%	169,302 $10 Billion
Q3 2024 Nov 14, 2024	BUY	$53.68 - $59.24 $9.44 Million - $10.4 Million	175,935 New	175,935 $10.4 Billion
Q2 2024 Nov 14, 2024	SELL	$53.05 - $55.95 $139,574 - $147,204	-2,631 Reduced 1.45%	178,450 $9.77 Billion
Q1 2024 Nov 14, 2024	BUY	$50.05 - $56.17 $766,766 - $860,524	15,320 Added 9.24%	181,081 $10.2 Billion
Q4 2023 Nov 14, 2024	SELL	$43.44 - $52.04 $297,650 - $356,578	-6,852 Reduced 3.97%	165,761 $8.56 Billion
Q3 2023 Nov 14, 2024	SELL	$45.58 - $49.58 $60,484 - $65,792	-1,327 Reduced 0.76%	172,613 $7.93 Billion
Q2 2023 Nov 14, 2024	SELL	$42.83 - $47.25 $370,864 - $409,137	-8,659 Reduced 4.74%	173,940 $8.19 Billion
Q1 2023 Nov 14, 2024	SELL	$42.66 - $48.92 $120,727 - $138,443	-2,830 Reduced 1.53%	182,599 $8.19 Billion
Q4 2022 Nov 14, 2024	SELL	$39.34 - $47.06 $384,194 - $459,587	-9,766 Reduced 5.0%	185,429 $8.14 Billion
Q3 2022 Nov 14, 2024	BUY	$38.88 - $46.42 $263,217 - $314,263	6,770 Added 3.59%	195,195 $7.59 Billion
Q2 2022 Nov 14, 2024	SELL	$40.42 - $49.12 $93,855 - $114,056	-2,322 Reduced 1.22%	188,425 $7.71 Billion
Q1 2022 Nov 14, 2024	BUY	$46.62 - $52.79 $8.44 Million - $9.55 Million	180,934 Added 1843.82%	190,747 $9.35 Billion
Q4 2021 Nov 14, 2024	BUY	$47.66 - $52.06 $129,444 - $141,394	2,716 Added 38.27%	9,813 $508 Million
Q3 2021 Nov 14, 2024	SELL	$46.43 - $49.91 $7.84 Million - $8.43 Million	-168,838 Reduced 95.97%	7,097 $337 Million

Others Institutions Holding RDVY

# of Institutions

694

Shares Held

172M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

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Plotkin Financial Advisors, LLC First Trust Rising Dividend Ac Transaction History