Clearstead Advisors, LLC First Trust Rising Dividend Ac Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Clearstead Advisors, LLC holds 9,568 shares of RDVY stock, worth $640,386. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,568

Previous 10,008 4.4%

Holding current value

$640,386

Previous $627,000 2.55%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$62.38 - $67.29 $27,447 - $29,607	-440 Reduced 4.4%	9,568 $643,000
Q2 2025 Aug 08, 2025	BUY	$51.6 - $62.74 $131,889 - $160,363	2,556 Added 34.3%	10,008 $627,000
Q1 2025 May 13, 2025	SELL	$57.22 - $63.39 $86,116 - $95,401	-1,505 Reduced 16.8%	7,452 $436,000
Q4 2024 Feb 10, 2025	SELL	$58.65 - $64.37 $3,284 - $3,604	-56 Reduced 0.62%	8,957 $529,000
Q3 2024 Nov 13, 2024	BUY	$53.68 - $59.24 $3,006 - $3,317	56 Added 0.63%	9,013 $533,000

Q2 2024 Aug 09, 2024	BUY	$53.05 - $55.95 $342,384 - $361,101	6,454 Added 257.85%	8,957 $490,000
Q3 2021 Nov 12, 2021	BUY	$46.43 - $49.91 $96,481 - $103,712	2,078 Added 488.94%	2,503 $119,000
Q2 2020 Aug 11, 2020	BUY	$23.99 - $33.86 $10,195 - $14,390	425 New	425 $13,000

Others Institutions Holding RDVY

# of Institutions

746

Shares Held

204M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Clearstead Advisors, LLC First Trust Rising Dividend Ac Transaction History