A detailed history of Aft, Forsyth & Company, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Aft, Forsyth & Company, Inc. holds 4,126 shares of RDVY stock, worth $247,271. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,126
Previous 4,124 0.05%
Holding current value
$247,271
Previous $225,000 8.44%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 13, 2024

BUY
$53.68 - $59.24 $107 - $118
2 Added 0.05%
4,126 $244,000
Q2 2024

Aug 13, 2024

BUY
$53.05 - $55.95 $53 - $55
1 Added 0.02%
4,124 $225,000
Q1 2024

Apr 30, 2024

BUY
$50.05 - $56.17 $200 - $224
4 Added 0.1%
4,123 $231,000
Q4 2023

Feb 09, 2024

SELL
$43.44 - $52.04 $25,542 - $30,599
-588 Reduced 12.49%
4,119 $212,000
Q3 2023

Nov 07, 2023

BUY
$45.58 - $49.58 $273 - $297
6 Added 0.13%
4,707 $216,000
Q2 2023

Aug 14, 2023

BUY
$42.83 - $47.25 $171 - $189
4 Added 0.09%
4,701 $221,000
Q1 2023

May 02, 2023

BUY
$42.66 - $48.92 $341 - $391
8 Added 0.17%
4,697 $210,000
Q4 2022

Feb 13, 2023

BUY
$39.34 - $47.06 $184,465 - $220,664
4,689 New
4,689 $205,000
Q2 2022

Jul 28, 2022

SELL
$40.42 - $49.12 $189,003 - $229,685
-4,676 Closed
0 $0
Q1 2022

May 10, 2022

SELL
$46.62 - $52.79 $5,734 - $6,493
-123 Reduced 2.56%
4,676 $229,000
Q4 2021

Feb 07, 2022

BUY
$47.66 - $52.06 $95 - $104
2 Added 0.04%
4,799 $249,000
Q3 2021

Nov 08, 2021

BUY
$46.43 - $49.91 $16,111 - $17,318
347 Added 7.8%
4,797 $228,000
Q2 2021

Jul 15, 2021

BUY
$46.13 - $49.37 $205,278 - $219,696
4,450 New
4,450 $214,000

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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