Srs Capital Advisors, Inc. First Trust Rising Dividend Ac Transaction History

Srs Capital Advisors, Inc.

  • $1.5 Billion
  • Q4 2024

A detailed history of Srs Capital Advisors, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 708,953 shares of RDVY stock, worth $41 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
708,953
Previous 310,484 128.34%
Holding current value
$41 Million
Previous $18.4 Million 128.07%
% of portfolio
2.8%
Previous 1.72%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$58.65 - $64.37 $23.4 Million - $25.6 Million
398,469 Added 128.34%
708,953 $41.9 Million
Q3 2024

Nov 06, 2024
BUY
$53.68 - $59.24 $3.3 Million - $3.64 Million
61,430 Added 24.67%
310,484 $18.4 Million
Q2 2024

Aug 06, 2024
SELL
$53.05 - $55.95 $85,463 - $90,135
-1,611 Reduced 0.64%
249,054 $13.6 Million
Q1 2024

May 14, 2024
BUY
$50.05 - $56.17 $167,066 - $187,495
3,338 Added 1.35%
250,665 $14.1 Million
Q4 2023

Feb 06, 2024
BUY
$43.44 - $52.04 $295,305 - $353,767
6,798 Added 2.83%
247,327 $12.8 Million
Q3 2023

Nov 14, 2023
BUY
$45.58 - $49.58 $393,446 - $427,974
8,632 Added 3.72%
240,529 $11.1 Million
Q2 2023

Aug 14, 2023
BUY
$42.83 - $47.25 $165,580 - $182,668
3,866 Added 1.7%
231,897 $10.9 Million
Q1 2023

May 16, 2023
BUY
$42.66 - $48.92 $286,461 - $328,497
6,715 Added 3.03%
228,031 $10.2 Million
Q4 2022

Feb 24, 2023
BUY
$39.34 - $47.06 $326,128 - $390,127
8,290 Added 3.89%
221,316 $9.72 Million
Q3 2022

Nov 03, 2022
BUY
$38.88 - $46.42 $695,057 - $829,850
17,877 Added 9.16%
213,026 $8.28 Million
Q2 2022

Aug 22, 2022
BUY
$40.42 - $49.12 $728,732 - $885,584
18,029 Added 10.18%
195,149 $7.99 Million
Q1 2022

May 12, 2022
BUY
$46.62 - $52.79 $8.26 Million - $9.35 Million
177,120 New
177,120 $8.68 Million

Others Institutions Holding RDVY

# of Institutions
688
Shares Held
170M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
  • Sector ETFs
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More about RDVY
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