Strategic Family Wealth Counselors, L.L.C. First Trust Rising Dividend Ac Transaction History

Strategic Family Wealth Counselors, L.L.C.

$253 Million
Q1 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 10,975 shares of RDVY stock, worth $599,344. This represents 0.24% of its overall portfolio holdings.

Number of Shares

10,975

Previous 10,573 3.8%

Holding current value

$599,344

Previous $546,000 12.82%

% of portfolio

0.24%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$50.05 - $56.17 $20,120 - $22,580	402 Added 3.8%	10,975 $616,000
Q4 2023 Jan 29, 2024	BUY	$43.44 - $52.04 $67,549 - $80,922	1,555 Added 17.24%	10,573 $546,000
Q3 2023 Nov 13, 2023	BUY	$45.58 - $49.58 $27,393 - $29,797	601 Added 7.14%	9,018 $414,000
Q2 2023 Aug 10, 2023	BUY	$42.83 - $47.25 $56,792 - $62,653	1,326 Added 18.7%	8,417 $396,000
Q1 2023 May 15, 2023	BUY	$42.66 - $48.92 $17,959 - $20,595	421 Added 6.31%	7,091 $318,000

Q4 2022 Jan 25, 2023	SELL	$42.84 - $47.06 $985 - $1,082	-23 Reduced 0.34%	6,670 $0
Q3 2022 Nov 10, 2022	BUY	$39.75 - $46.42 $266,046 - $310,689	6,693 New	6,693 $260,000

Others Institutions Holding RDVY

# of Institutions

545

Shares Held

138M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Strategic Family Wealth Counselors, L.L.C. First Trust Rising Dividend Ac Transaction History