Atlas Private Wealth Advisors First Trust Rising Dividend Ac Transaction History

Atlas Private Wealth Advisors

$380 Million
Q3 2025

A detailed history of Atlas Private Wealth Advisors transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 9,298 shares of RDVY stock, worth $622,315. This represents 0.16% of its overall portfolio holdings.

Number of Shares

9,298

Previous 20,308 54.22%

Holding current value

$622,315

Previous $1.27 Million 50.94%

% of portfolio

0.16%

Previous 0.17%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$62.38 - $67.29 $686,803 - $740,862	-11,010 Reduced 54.22%	9,298 $625,000
Q2 2025 Aug 04, 2025	BUY	$51.6 - $62.74 $18,885 - $22,962	366 Added 1.84%	20,308 $1.27 Million
Q1 2025 Apr 17, 2025	BUY	$57.22 - $63.39 $5,607 - $6,212	98 Added 0.49%	19,942 $1.17 Million
Q4 2024 Jan 21, 2025	BUY	$58.65 - $64.37 $104,279 - $114,449	1,778 Added 9.84%	19,844 $1.17 Million
Q3 2024 Oct 08, 2024	SELL	$53.68 - $59.24 $14,386 - $15,876	-268 Reduced 1.46%	18,066 $1.07 Million

Q2 2024 Jul 12, 2024	BUY	$53.05 - $55.95 $496,229 - $523,356	9,354 Added 104.16%	18,334 $1 Million
Q1 2024 May 03, 2024	SELL	$50.05 - $56.17 $360,860 - $404,985	-7,210 Reduced 44.53%	8,980 $504,000
Q4 2023 Jan 10, 2024	SELL	$43.44 - $52.04 $89,442 - $107,150	-2,059 Reduced 11.28%	16,190 $836,000
Q3 2023 Oct 10, 2023	SELL	$45.58 - $49.58 $39,700 - $43,184	-871 Reduced 4.56%	18,249 $838,000
Q2 2023 Aug 04, 2023	BUY	$42.83 - $47.25 $382,043 - $421,470	8,920 Added 87.45%	19,120 $900,000
Q1 2023 Apr 12, 2023	BUY	$42.66 - $48.92 $5,375 - $6,163	126 Added 1.25%	10,200 $457,000
Q4 2022 Feb 14, 2023	BUY	$39.34 - $47.06 $33,596 - $40,189	854 Added 9.26%	10,074 $442,000
Q3 2022 Nov 14, 2022	BUY	$38.88 - $46.42 $42,184 - $50,365	1,085 Added 13.34%	9,220 $358,000
Q2 2022 Aug 15, 2022	BUY	$40.42 - $49.12 $87,792 - $106,688	2,172 Added 36.42%	8,135 $333,000
Q1 2022 Apr 26, 2022	BUY	$46.62 - $52.79 $277,995 - $314,786	5,963 New	5,963 $292,000
Q4 2021 Apr 21, 2022	SELL	$47.66 - $52.06 $20,303 - $22,177	-426 Closed	0 $0
Q3 2021 Oct 26, 2021	BUY	$46.43 - $49.91 $19,779 - $21,261	426 New	426 $20,000

Others Institutions Holding RDVY

# of Institutions

745

Shares Held

204M

Call Options Held

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 Atlas Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Advisors with notifications on news.

Account

Atlas Private Wealth Advisors First Trust Rising Dividend Ac Transaction History