Beacon Pointe Advisors, LLC First Trust Rising Dividend Ac Transaction History

Beacon Pointe Advisors, LLC

  • $8.55 Billion
  • Q3 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 11,140 shares of RDVY stock, worth $696,472. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,140
Previous 10,687 4.24%
Holding current value
$696,472
Previous $585,000 12.65%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$53.68 - $59.24 $24,317 - $26,835
453 Added 4.24%
11,140 $659,000
Q2 2024

Aug 12, 2024
SELL
$53.05 - $55.95 $70,662 - $74,525
-1,332 Reduced 11.08%
10,687 $585,000
Q1 2024

May 14, 2024
BUY
$50.05 - $56.17 $64,664 - $72,571
1,292 Added 12.04%
12,019 $675,000
Q4 2023

Feb 08, 2024
SELL
$43.44 - $52.04 $569,498 - $682,244
-13,110 Reduced 55.0%
10,727 $554,000
Q3 2023

Nov 14, 2023
SELL
$45.58 - $49.58 $33,455 - $36,391
-734 Reduced 2.99%
23,837 $1.1 Million
Q2 2023

Aug 11, 2023
BUY
$42.83 - $47.25 $62,960 - $69,457
1,470 Added 6.36%
24,571 $1.16 Million
Q1 2023

May 12, 2023
BUY
$42.66 - $48.92 $336,843 - $386,272
7,896 Added 51.93%
23,101 $1.04 Million
Q4 2022

Feb 14, 2023
SELL
$39.34 - $47.06 $570,941 - $682,981
-14,513 Reduced 48.84%
15,205 $667,000
Q3 2022

Nov 09, 2022
SELL
$38.88 - $46.42 $422,003 - $503,842
-10,854 Reduced 26.75%
29,718 $1.16 Million
Q2 2022

Aug 11, 2022
BUY
$40.42 - $49.12 $200,766 - $243,979
4,967 Added 13.95%
40,572 $1.66 Million
Q1 2022

May 17, 2022
BUY
$46.62 - $52.79 $1.66 Million - $1.88 Million
35,605 New
35,605 $1.75 Million

Others Institutions Holding RDVY

# of Institutions
625
Shares Held
148M
Call Options Held
100
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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