A detailed history of Clear Point Advisors Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Clear Point Advisors Inc. holds 2,521 shares of RDVY stock, worth $150,125. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,521
Previous 2,516 0.2%
Holding current value
$150,125
Previous $138 Million 8.39%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Nov 08, 2024

BUY
$53.68 - $59.24 $268 - $296
5 Added 0.2%
2,521 $149 Million
Q2 2024

Aug 14, 2024

BUY
$53.05 - $55.95 $424 - $447
8 Added 0.32%
2,516 $138 Million
Q1 2024

May 15, 2024

BUY
$50.05 - $56.17 $5,905 - $6,628
118 Added 4.94%
2,508 $141 Million
Q4 2023

May 15, 2024

BUY
$43.44 - $52.04 $103,821 - $124,375
2,390 New
2,390 $123 Million

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. 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 Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.