Gallagher Fiduciary Advisors, LLC First Trust Rising Dividend Ac Transaction History

Gallagher Fiduciary Advisors, LLC

$485 Million
Q4 2024

A detailed history of Gallagher Fiduciary Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Gallagher Fiduciary Advisors, LLC holds 40,637 shares of RDVY stock, worth $2.49 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

40,637

Previous 39,894 1.86%

Holding current value

$2.49 Million

Previous $2.36 Million 1.74%

% of portfolio

0.5%

Previous 0.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$58.65 - $64.37 $43,576 - $47,826	743 Added 1.86%	40,637 $2.4 Million
Q3 2024 Nov 14, 2024	BUY	$53.68 - $59.24 $3,220 - $3,554	60 Added 0.15%	39,894 $2.36 Million
Q2 2024 Aug 14, 2024	BUY	$53.05 - $55.95 $156,338 - $164,884	2,947 Added 7.99%	39,834 $2.18 Million
Q1 2024 May 15, 2024	BUY	$50.05 - $56.17 $155,455 - $174,464	3,106 Added 9.19%	36,887 $2.07 Million
Q4 2023 Feb 14, 2024	BUY	$43.44 - $52.04 $1.18 Million - $1.42 Million	27,197 Added 413.08%	33,781 $1.75 Million
Q1 2023 May 15, 2023	BUY	$42.66 - $48.92 $280,873 - $322,089	6,584 New	6,584 $295,000

Others Institutions Holding RDVY

# of Institutions

681

Shares Held

170M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gallagher Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gallagher Fiduciary Advisors, LLC with notifications on news.

Account

Gallagher Fiduciary Advisors, LLC First Trust Rising Dividend Ac Transaction History