Secure Asset Management, LLC First Trust Rising Dividend Ac Transaction History

Secure Asset Management, LLC

$632 Million
Q4 2024

A detailed history of Secure Asset Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Secure Asset Management, LLC holds 10,097 shares of RDVY stock, worth $633,081. This represents 0.09% of its overall portfolio holdings.

Number of Shares

10,097

Previous 37,004 72.71%

Holding current value

$633,081

Previous $2.19 Million 72.75%

% of portfolio

0.09%

Previous 0.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$58.65 - $64.37 $1.58 Million - $1.73 Million	-26,907 Reduced 72.71%	10,097 $597,000
Q3 2024 Oct 16, 2024	BUY	$53.68 - $59.24 $591,983 - $653,298	11,028 Added 42.45%	37,004 $2.19 Million
Q2 2024 Jul 24, 2024	BUY	$53.05 - $55.95 $1.38 Million - $1.45 Million	25,976 New	25,976 $1.42 Million
Q2 2022 Jul 20, 2022	SELL	$40.42 - $49.12 $1.34 Million - $1.63 Million	-33,157 Reduced 20.16%	131,345 $5.38 Million
Q1 2022 Apr 19, 2022	BUY	$46.62 - $52.79 $2.62 Million - $2.97 Million	56,257 Added 51.97%	164,502 $8.06 Million
Q4 2021 Jan 24, 2022	BUY	$47.66 - $52.06 $5.16 Million - $5.64 Million	108,245 New	108,245 $5.61 Million

Others Institutions Holding RDVY

# of Institutions

617

Shares Held

148M

Call Options Held

100

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Secure Asset Management, LLC First Trust Rising Dividend Ac Transaction History