A detailed history of Wolf Group Capital Advisors transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wolf Group Capital Advisors holds 79,659 shares of RDVY stock, worth $5 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
79,659
Previous 86,080 7.46%
Holding current value
$5 Million
Previous $4.71 Million 0.08%
% of portfolio
2.02%
Previous 1.9%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$53.68 - $59.24 $344,679 - $380,380
-6,421 Reduced 7.46%
79,659 $4.72 Million
Q2 2024

Jul 30, 2024

BUY
$53.05 - $55.95 $340,634 - $359,254
6,421 Added 8.06%
86,080 $4.71 Million
Q4 2023

Jan 22, 2024

SELL
$43.44 - $52.04 $92,700 - $111,053
-2,134 Reduced 2.61%
79,659 $4.12 Million
Q3 2023

Oct 31, 2023

BUY
$45.58 - $49.58 $117,003 - $127,271
2,567 Added 3.24%
81,793 $3.76 Million
Q2 2023

Jul 31, 2023

BUY
$42.83 - $47.25 $197,018 - $217,350
4,600 Added 6.16%
79,226 $3.73 Million
Q1 2023

May 15, 2023

SELL
$42.66 - $48.92 $257,367 - $295,134
-6,033 Reduced 7.48%
74,626 $3.35 Million
Q4 2022

Feb 06, 2023

BUY
$39.34 - $47.06 $444,227 - $531,401
11,292 Added 16.28%
80,659 $3.54 Million
Q3 2022

Nov 09, 2022

BUY
$38.88 - $46.42 $305,674 - $364,954
7,862 Added 12.78%
69,367 $2.7 Million
Q2 2022

Jul 20, 2022

SELL
$40.42 - $49.12 $837,785 - $1.02 Million
-20,727 Reduced 25.21%
61,505 $2.52 Million
Q1 2022

Apr 20, 2022

SELL
$46.62 - $52.79 $6.01 Million - $6.8 Million
-128,842 Reduced 61.04%
82,232 $4.03 Million
Q4 2021

Jan 19, 2022

BUY
$47.66 - $52.06 $10.1 Million - $11 Million
211,074 New
211,074 $10.9 Million

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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