Northwest Financial Advisors First Trust Rising Dividend Ac Transaction History

Northwest Financial Advisors

$121 Billion
Q4 2024

A detailed history of Northwest Financial Advisors transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Northwest Financial Advisors holds 54,223 shares of RDVY stock, worth $3.4 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

54,223

Previous 50,283 7.84%

Holding current value

$3.4 Million

Previous $2.98 Billion 7.71%

% of portfolio

2.65%

Previous 2.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$58.65 - $64.37 $231,081 - $253,617	3,940 Added 7.84%	54,223 $3.21 Billion
Q3 2024 Nov 13, 2024	SELL	$53.68 - $59.24 $255,785 - $282,278	-4,765 Reduced 8.66%	50,283 $2.98 Billion
Q2 2024 Jan 27, 2025	SELL	$53.05 - $55.95 $84,455 - $89,072	-1,592 Reduced 2.81%	55,047 $3.01 Billion
Q2 2024 Aug 12, 2024	SELL	$53.05 - $55.95 $84,508 - $89,128	-1,593 Reduced 2.81%	55,048 $3.01 Billion
Q1 2024 Jan 27, 2025	BUY	$50.05 - $56.17 $120,920 - $135,706	2,416 Added 4.46%	56,639 $3.18 Billion
Q1 2024 May 09, 2024	BUY	$50.05 - $56.17 $829,929 - $931,410	16,582 Added 41.39%	56,641 $3.18 Billion
Q4 2023 Feb 07, 2024	BUY	$43.44 - $52.04 $1.74 Million - $2.08 Million	40,059 New	40,059 $2.07 Billion

Others Institutions Holding RDVY

# of Institutions

675

Shares Held

169M

Call Options Held

100

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
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Northwest Financial Advisors First Trust Rising Dividend Ac Transaction History