Wealth Advisors, Inc. First Trust Rising Dividend Ac Transaction History

Wealth Advisors, Inc.

$223 Million
Q3 2023

A detailed history of Wealth Advisors, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wealth Advisors, Inc. holds 48,203 shares of RDVY stock, worth $2.63 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

48,203

Previous 48,335 0.27%

Holding current value

$2.63 Million

Previous $2.28 Million 2.72%

% of portfolio

0.99%

Previous 0.97%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	SELL	$45.58 - $49.58 $6,016 - $6,544	-132 Reduced 0.27%	48,203 $2.21 Million
Q2 2023 Jul 17, 2023	SELL	$42.83 - $47.25 $604,845 - $667,264	-14,122 Reduced 22.61%	48,335 $2.28 Million
Q1 2023 May 05, 2023	BUY	$42.66 - $48.92 $108,825 - $124,794	2,551 Added 4.26%	62,457 $2.8 Million
Q4 2022 Jan 25, 2023	SELL	$42.84 - $47.06 $630,819 - $692,958	-14,725 Reduced 19.73%	59,906 $0
Q3 2022 Oct 13, 2022	BUY	$39.75 - $46.42 $19,875 - $23,210	500 Added 0.67%	74,631 $2.9 Million

Q2 2022 Aug 05, 2022	BUY	$40.42 - $49.12 $376,916 - $458,044	9,325 Added 14.39%	74,131 $3.03 Million
Q1 2022 Apr 14, 2022	BUY	$46.62 - $52.79 $101,678 - $115,134	2,181 Added 3.48%	64,806 $3.18 Million
Q4 2021 Jan 24, 2022	BUY	$47.66 - $52.06 $56,238 - $61,430	1,180 Added 1.92%	62,625 $3.24 Million
Q3 2021 Nov 15, 2021	BUY	$46.43 - $49.91 $189,202 - $203,383	4,075 Added 7.1%	61,445 $2.93 Million
Q2 2021 Aug 04, 2021	BUY	$46.13 - $49.37 $120,629 - $129,102	2,615 Added 4.78%	57,370 $2.74 Million
Q1 2021 Apr 28, 2021	BUY	$39.09 - $45.86 $36,158 - $42,420	925 Added 1.72%	54,755 $2.56 Million
Q3 2020 Oct 19, 2020	SELL	$30.37 - $34.47 $735,713 - $835,035	-24,225 Reduced 31.04%	53,830 $1.84 Million
Q1 2020 Apr 17, 2020	BUY	$21.81 - $36.72 $595,958 - $1 Million	27,325 Added 53.86%	78,055 $2.12 Million
Q4 2019 Mar 16, 2020	BUY	$30.59 - $36.03 $1.55 Million - $1.83 Million	50,730 New	50,730 $1.84 Million

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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Wealth Advisors, Inc. First Trust Rising Dividend Ac Transaction History