Ifp Advisors, Inc First Trust Rising Dividend Ac Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Ifp Advisors, Inc holds 74,335 shares of RDVY stock, worth $4.66 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

74,335

Previous 97,173 23.5%

Holding current value

$4.66 Million

Previous $5.75 Million 23.59%

% of portfolio

0.15%

Previous 0.22%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$58.65 - $64.37 $1.34 Million - $1.47 Million	-22,838 Reduced 23.5%	74,335 $4.4 Million
Q3 2024 Feb 04, 2025	BUY	$53.68 - $59.24 $151,753 - $167,471	2,827 Added 3.0%	97,173 $5.75 Million
Q2 2024 Jul 30, 2024	BUY	$53.05 - $55.95 $356,336 - $375,816	6,717 Added 7.67%	94,346 $5.17 Million
Q1 2024 Jul 30, 2024	BUY	$50.05 - $56.17 $2.28 Million - $2.56 Million	45,642 Added 108.71%	87,629 $4.92 Million
Q4 2023 Jan 09, 2024	SELL	$43.44 - $52.04 $2.95 Million - $3.53 Million	-67,922 Reduced 61.8%	41,987 $2.17 Million
Q3 2023 Oct 12, 2023	BUY	$45.58 - $49.58 $799,792 - $869,980	17,547 Added 19.0%	109,909 $5.05 Million
Q2 2023 Aug 04, 2023	SELL	$42.83 - $47.25 $3.66 Million - $4.04 Million	-85,487 Reduced 48.07%	92,362 $4.35 Million
Q1 2023 Apr 18, 2023	SELL	$42.66 - $48.92 $14 Million - $16 Million	-327,196 Reduced 64.79%	177,849 $7.98 Million
Q4 2022 Feb 07, 2023	SELL	$39.34 - $47.06 $1.87 Million - $2.23 Million	-47,422 Reduced 8.58%	505,045 $15.9 Million
Q3 2022 Nov 08, 2022	BUY	$38.88 - $46.42 $1.29 Million - $1.54 Million	33,119 Added 6.38%	552,467 $17.5 Million
Q2 2022 Sep 06, 2022	BUY	$40.42 - $49.12 $20.5 Million - $24.9 Million	506,248 Added 3864.49%	519,348 $16.4 Million
Q2 2022 Aug 12, 2022	SELL	$40.42 - $49.12 $20.5 Million - $24.9 Million	-506,248 Reduced 97.48%	13,100 $407,000
Q1 2022 Sep 06, 2022	BUY	$46.62 - $52.79 $15.3 Million - $17.4 Million	328,744 Added 172.47%	519,348 $25.4 Million
Q1 2022 Aug 08, 2022	BUY	$46.62 - $52.79 $5.37 Million - $6.08 Million	115,226 Added 152.86%	190,604 $9.34 Million
Q4 2021 Jan 12, 2022	BUY	$47.66 - $52.06 $397,675 - $434,388	8,344 Added 12.45%	75,378 $3.91 Million
Q3 2021 Oct 06, 2021	BUY	$46.43 - $49.91 $1.04 Million - $1.12 Million	22,394 Added 50.17%	67,034 $3.18 Million
Q2 2021 Jul 13, 2021	BUY	$46.13 - $49.37 $1.31 Million - $1.41 Million	28,463 Added 175.95%	44,640 $2.14 Million
Q1 2021 Apr 30, 2021	BUY	$39.09 - $45.86 $459,854 - $539,497	11,764 Added 266.58%	16,177 $736,000
Q4 2020 Jan 25, 2021	BUY	$31.97 - $39.94 $5,147 - $6,430	161 Added 3.79%	4,413 $177,000
Q3 2020 Oct 29, 2020	BUY	$30.37 - $34.47 $19,345 - $21,957	637 Added 17.62%	4,252 $140,000
Q2 2020 Aug 05, 2020	BUY	$23.99 - $33.86 $19,479 - $27,494	812 Added 28.97%	3,615 $109,000
Q1 2020 May 12, 2020	BUY	$21.81 - $36.72 $7,044 - $11,860	323 Added 13.02%	2,803 $76,000
Q4 2019 Jan 17, 2020	SELL	$30.59 - $36.03 $316,147 - $372,370	-10,335 Reduced 80.65%	2,480 $90,000
Q3 2019 Nov 07, 2019	BUY	$29.39 - $32.57 $263,922 - $292,478	8,980 Added 234.16%	12,815 $406,000
Q1 2019 May 15, 2019	SELL	$25.94 - $30.51 $607,411 - $714,422	-23,416 Reduced 85.93%	3,835 $115,000
Q4 2018 Jan 23, 2019	SELL	$24.76 - $31.67 $102,630 - $131,272	-4,145 Reduced 13.2%	27,251 $722,000
Q3 2018 Oct 25, 2018	BUY	$29.72 - $31.91 $215,470 - $231,347	7,250 Added 30.03%	31,396 $0
Q2 2018 Aug 07, 2018	BUY	$28.98 - $31.19 $354,164 - $381,172	12,221 Added 102.48%	24,146 $0
Q1 2018 Jun 03, 2019	SELL	$28.86 - $31.88 $251,486 - $277,802	-8,714 Reduced 42.22%	11,925 $356,000
Q1 2018 May 09, 2018	BUY	$28.86 - $31.88 $251,486 - $277,802	8,714 Added 73.07%	20,639 $0
Q4 2017 Jan 24, 2018	BUY	$28.03 - $30.12 $14,659 - $15,752	523 Added 4.59%	11,925 $0
Q3 2017 Oct 30, 2017	BUY	$27.62 - $27.85 $251,286 - $253,379	9,098 Added 394.88%	11,402 $318,000
Q2 2017 Jun 03, 2019	BUY	N/A	815 Added 54.73%	2,304 $62,000
Q2 2016 Jun 03, 2019	SELL	N/A	-2,346 Reduced 61.17%	1,489 $30,000
Q1 2016 Jun 03, 2019	BUY	N/A	3,835	3,835 $115,000

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

Ticker RDVY
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