A detailed history of Adviser Investments LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Adviser Investments LLC holds 15,606 shares of RDVY stock, worth $935,267. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,606
Previous 15,455 0.98%
Holding current value
$935,267
Previous $846,000 9.22%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

BUY
$53.68 - $59.24 $8,105 - $8,945
151 Added 0.98%
15,606 $924,000
Q1 2024

Apr 29, 2024

SELL
$50.05 - $56.17 $200 - $224
-4 Reduced 0.03%
15,455 $868,000
Q4 2023

Feb 01, 2024

BUY
$43.44 - $52.04 $671,538 - $804,486
15,459 New
15,459 $798,000

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
Track This Portfolio

Track Adviser Investments LLC Portfolio

Follow Adviser Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.