Accel Wealth Management First Trust Rising Dividend Ac Transaction History

Accel Wealth Management

$257 Million
Q4 2024

A detailed history of Accel Wealth Management transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Accel Wealth Management holds 48,907 shares of RDVY stock, worth $3.06 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

48,907

Previous 45,545 7.38%

Holding current value

$3.06 Million

Previous $2.7 Million 7.27%

% of portfolio

1.12%

Previous 1.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$58.65 - $64.37 $197,181 - $216,411	3,362 Added 7.38%	48,907 $2.89 Million
Q3 2024 Oct 15, 2024	BUY	$53.68 - $59.24 $69,837 - $77,071	1,301 Added 2.94%	45,545 $2.7 Million
Q2 2024 Jul 12, 2024	BUY	$53.05 - $55.95 $99,787 - $105,241	1,881 Added 4.44%	44,244 $2.42 Million
Q1 2024 Apr 19, 2024	BUY	$50.05 - $56.17 $138,788 - $155,759	2,773 Added 7.0%	42,363 $2.38 Million
Q4 2023 Jan 18, 2024	BUY	$43.44 - $52.04 $3,475 - $4,163	80 Added 0.2%	39,590 $2.05 Million
Q3 2023 Oct 19, 2023	BUY	$45.58 - $49.58 $182 - $198	4 Added 0.01%	39,510 $1.82 Million
Q2 2023 Jul 24, 2023	SELL	$42.83 - $47.25 $2,655 - $2,929	-62 Reduced 0.16%	39,506 $1.86 Million
Q1 2023 Apr 20, 2023	SELL	$42.66 - $48.92 $73,545 - $84,338	-1,724 Reduced 4.18%	39,568 $1.78 Million
Q4 2022 Jan 26, 2023	SELL	$39.34 - $47.06 $153,465 - $183,581	-3,901 Reduced 8.63%	41,292 $0
Q3 2022 Oct 12, 2022	BUY	$38.88 - $46.42 $7,814 - $9,330	201 Added 0.45%	45,193 $1.88 Million
Q2 2022 Aug 03, 2022	BUY	$40.42 - $49.12 $70,937 - $86,205	1,755 Added 4.06%	44,992 $1.88 Million
Q1 2022 Apr 29, 2022	BUY	$46.62 - $52.79 $241,351 - $273,293	5,177 Added 13.6%	43,237 $2.11 Million
Q4 2021 Jan 18, 2022	BUY	$47.66 - $52.06 $611,573 - $668,033	12,832 Added 50.86%	38,060 $1.97 Million
Q3 2021 Nov 04, 2021	BUY	$46.43 - $49.91 $98,942 - $106,358	2,131 Added 9.23%	25,228 $1.2 Million
Q2 2021 Aug 03, 2021	BUY	$46.13 - $49.37 $713,907 - $764,050	15,476 Added 203.07%	23,097 $1.11 Million
Q1 2021 May 10, 2021	BUY	$39.09 - $45.86 $248,886 - $291,990	6,367 Added 507.74%	7,621 $347,000
Q4 2020 Jan 27, 2021	BUY	$31.97 - $39.94 $40,090 - $50,084	1,254 New	1,254 $50,000

Others Institutions Holding RDVY

# of Institutions

675

Shares Held

169M

Call Options Held

100

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Account

Accel Wealth Management First Trust Rising Dividend Ac Transaction History