Lineweaver Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Lineweaver Wealth Advisors, LLC

$505 Million
Q4 2024

A detailed history of Lineweaver Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 75,081 shares of RDVY stock, worth $4.59 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

75,081

Previous 56,676 32.47%

Holding current value

$4.59 Million

Previous $3.36 Million 32.34%

% of portfolio

0.88%

Previous 0.68%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$58.65 - $64.37 $1.08 Million - $1.18 Million	18,405 Added 32.47%	75,081 $4.44 Million
Q3 2024 Oct 24, 2024	SELL	$53.68 - $59.24 $32,905 - $36,314	-613 Reduced 1.07%	56,676 $3.36 Million
Q2 2024 Aug 01, 2024	SELL	$53.05 - $55.95 $62,174 - $65,573	-1,172 Reduced 2.0%	57,289 $3.14 Million
Q1 2024 Apr 30, 2024	SELL	$50.05 - $56.17 $79,129 - $88,804	-1,581 Reduced 2.63%	58,461 $3.28 Million
Q4 2023 Jan 19, 2024	SELL	$43.44 - $52.04 $319,023 - $382,181	-7,344 Reduced 10.9%	60,042 $3.1 Million
Q3 2023 Oct 19, 2023	SELL	$45.58 - $49.58 $9,343 - $10,163	-205 Reduced 0.3%	67,386 $3.1 Million
Q2 2023 Jul 26, 2023	SELL	$42.83 - $47.25 $71,269 - $78,624	-1,664 Reduced 2.4%	67,591 $3.18 Million
Q1 2023 May 02, 2023	SELL	$42.66 - $48.92 $25,979 - $29,792	-609 Reduced 0.87%	69,255 $3.11 Million
Q4 2022 Jan 26, 2023	SELL	$39.34 - $47.06 $151,498 - $181,228	-3,851 Reduced 5.22%	69,864 $0
Q3 2022 Nov 01, 2022	BUY	$38.88 - $46.42 $40,862 - $48,787	1,051 Added 1.45%	73,715 $2.87 Million
Q2 2022 Jul 26, 2022	BUY	$40.42 - $49.12 $45,957 - $55,849	1,137 Added 1.59%	72,664 $2.97 Million
Q1 2022 May 09, 2022	BUY	$46.62 - $52.79 $90,769 - $102,782	1,947 Added 2.8%	71,527 $3.5 Million
Q4 2021 Jan 31, 2022	BUY	$47.66 - $52.06 $47,660 - $52,060	1,000 Added 1.46%	69,580 $3.6 Million
Q3 2021 Oct 22, 2021	BUY	$46.43 - $49.91 $127,264 - $136,803	2,741 Added 4.16%	68,580 $3.26 Million
Q2 2021 Jul 26, 2021	BUY	$46.13 - $49.37 $450,505 - $482,147	9,766 Added 17.42%	65,839 $3.16 Million
Q1 2021 Apr 30, 2021	BUY	$39.09 - $45.86 $2.19 Million - $2.57 Million	56,073 New	56,073 $2.55 Million

Others Institutions Holding RDVY

# of Institutions

684

Shares Held

170M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

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