Crewe Advisors LLC First Trust Rising Dividend Ac Transaction History

Crewe Advisors LLC

$709 Million
Q4 2024

A detailed history of Crewe Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Crewe Advisors LLC holds 746 shares of RDVY stock, worth $41,298. This represents 0.01% of its overall portfolio holdings.

Number of Shares

746

Previous 1,635 54.37%

Holding current value

$41,298

Previous $96,000 54.17%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$58.65 - $64.37 $52,139 - $57,224	-889 Reduced 54.37%	746 $44,000
Q3 2024 Nov 12, 2024	BUY	$53.68 - $59.24 $9,769 - $10,781	182 Added 12.53%	1,635 $96,000
Q2 2024 Jul 29, 2024	BUY	$53.05 - $55.95 $37,028 - $39,053	698 Added 92.45%	1,453 $79,000
Q1 2024 May 13, 2024	SELL	$50.05 - $56.17 $7,007 - $7,863	-140 Reduced 15.64%	755 $42,000
Q4 2023 Feb 09, 2024	SELL	$43.44 - $52.04 $5,212 - $6,244	-120 Reduced 11.82%	895 $46,000
Q3 2023 Nov 08, 2023	BUY	$45.58 - $49.58 $46,263 - $50,323	1,015 New	1,015 $46,000
Q1 2021 Apr 21, 2021	BUY	$39.09 - $45.86 $78,180 - $91,720	2,000 New	2,000 $91,000

Others Institutions Holding RDVY

# of Institutions

694

Shares Held

172M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Crewe Advisors LLC First Trust Rising Dividend Ac Transaction History