Alta Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History

Alta Wealth Advisors LLC

  • $219 Million
  • Q3 2024

A detailed history of Alta Wealth Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 6,439 shares of RDVY stock, worth $383,442. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,439
Previous 7,574 14.99%
Holding current value
$383,442
Previous $414,000 7.97%
% of portfolio
0.17%
Previous 0.21%

Shares

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

Oct 18, 2024
SELL
$53.68 - $59.24 $60,926 - $67,237
-1,135 Reduced 14.99%
6,439 $381,000
Q2 2024

Jul 24, 2024
SELL
$53.05 - $55.95 $12,572 - $13,260
-237 Reduced 3.03%
7,574 $414,000
Q1 2024

May 01, 2024
SELL
$50.05 - $56.17 $85,085 - $95,489
-1,700 Reduced 17.87%
7,811 $438,000
Q4 2023

Feb 12, 2024
SELL
$43.44 - $52.04 $4.43 Million - $5.31 Million
-102,088 Reduced 91.48%
9,511 $491,000
Q3 2023

Oct 19, 2023
SELL
$45.58 - $49.58 $77,121 - $83,889
-1,692 Reduced 1.49%
111,599 $5.13 Million
Q2 2023

Jul 17, 2023
SELL
$42.83 - $47.25 $279,123 - $307,928
-6,517 Reduced 5.44%
113,291 $5.34 Million
Q1 2023

Apr 21, 2023
SELL
$42.66 - $48.92 $182,286 - $209,035
-4,273 Reduced 3.44%
119,808 $5.38 Million
Q4 2022

Jan 20, 2023
SELL
$39.34 - $47.06 $216,330 - $258,782
-5,499 Reduced 4.24%
124,081 $0
Q3 2022

Oct 17, 2022
SELL
$38.88 - $46.42 $63,374 - $75,664
-1,630 Reduced 1.24%
129,580 $5.04 Million
Q2 2022

Jul 28, 2022
BUY
$40.42 - $49.12 $353,715 - $429,849
8,751 Added 7.15%
131,210 $5.37 Million
Q1 2022

Apr 27, 2022
BUY
$46.62 - $52.79 $1.09 Million - $1.23 Million
23,315 Added 23.52%
122,459 $6 Million
Q4 2021

Feb 14, 2022
BUY
$47.66 - $52.06 $4.18 Million - $4.57 Million
87,705 Added 766.72%
99,144 $5.14 Million
Q3 2021

Oct 13, 2021
BUY
$46.43 - $49.91 $531,112 - $570,920
11,439 New
11,439 $543,000

Others Institutions Holding RDVY

# of Institutions
609
Shares Held
154M
Call Options Held
100
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
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