Founders Financial Alliance, LLC First Trust Rising Dividend Ac Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 5,356 shares of RDVY stock, worth $335,499. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,356

Previous 5,337 0.36%

Holding current value

$335,499

Previous $316,000 -0.0%

% of portfolio

0.09%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$58.65 - $64.37 $1,114 - $1,223	19 Added 0.36%	5,356 $316,000
Q3 2024 Nov 01, 2024	SELL	$53.68 - $59.24 $1,717 - $1,895	-32 Reduced 0.6%	5,337 $316,000
Q2 2024 Aug 23, 2024	SELL	$53.05 - $55.95 $37,930 - $40,004	-715 Reduced 11.75%	5,369 $293,000
Q1 2024 May 14, 2024	BUY	$50.05 - $56.17 $1,951 - $2,190	39 Added 0.65%	6,084 $341,000
Q3 2023 Nov 13, 2023	BUY	$45.58 - $49.58 $820 - $892	18 Added 0.3%	6,045 $277,000
Q2 2023 Aug 11, 2023	BUY	$42.83 - $47.25 $15,076 - $16,632	352 Added 6.2%	6,027 $283,000
Q1 2023 May 15, 2023	SELL	$42.66 - $48.92 $29,648 - $33,999	-695 Reduced 10.91%	5,675 $254,000
Q4 2022 Feb 15, 2023	BUY	$39.34 - $47.06 $26,672 - $31,906	678 Added 11.91%	6,370 $279,000
Q3 2022 Nov 14, 2022	BUY	$38.88 - $46.42 $12,441 - $14,854	320 Added 5.96%	5,692 $221,000
Q2 2022 Aug 15, 2022	BUY	$40.42 - $49.12 $12,085 - $14,686	299 Added 5.89%	5,372 $220,000
Q1 2022 May 12, 2022	BUY	$46.62 - $52.79 $559 - $633	12 Added 0.24%	5,073 $249,000
Q4 2021 Feb 14, 2022	BUY	$47.66 - $52.06 $17,967 - $19,626	377 Added 8.05%	5,061 $262,000
Q3 2021 Nov 15, 2021	BUY	$46.43 - $49.91 $105,210 - $113,096	2,266 Added 93.71%	4,684 $222,000
Q2 2021 Aug 02, 2021	BUY	$46.13 - $49.37 $7,380 - $7,899	160 Added 7.09%	2,418 $118,000
Q1 2021 May 14, 2021	BUY	$39.09 - $45.86 $88,265 - $103,551	2,258 New	2,258 $108,000

Others Institutions Holding RDVY

# of Institutions

675

Shares Held

169M

Call Options Held

100

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

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Founders Financial Alliance, LLC First Trust Rising Dividend Ac Transaction History