O Donnell Financial Services, LLC First Trust Rising Dividend Ac Transaction History

O Donnell Financial Services, LLC

$220 Million
Q4 2024

A detailed history of O Donnell Financial Services, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, O Donnell Financial Services, LLC holds 153,148 shares of RDVY stock, worth $8.37 Million. This represents 4.12% of its overall portfolio holdings.

Number of Shares

153,148

Previous 139,643 9.67%

Holding current value

$8.37 Million

Previous $8.27 Million 9.54%

% of portfolio

4.12%

Previous 3.91%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$58.65 - $64.37 $792,068 - $869,316	13,505 Added 9.67%	153,148 $9.06 Million
Q3 2024 Oct 22, 2024	BUY	$53.68 - $59.24 $7.5 Million - $8.27 Million	139,643 New	139,643 $8.27 Million
Q2 2022 Jul 27, 2022	SELL	$40.42 - $49.12 $31.2 Million - $38 Million	-772,878 Reduced 98.18%	14,366 $588,000
Q1 2022 May 04, 2022	BUY	$46.62 - $52.79 $6.11 Million - $6.91 Million	130,983 Added 19.96%	787,244 $38.6 Million
Q4 2021 Feb 02, 2022	SELL	$47.66 - $52.06 $260,032 - $284,039	-5,456 Reduced 0.82%	656,261 $32.5 Million
Q3 2021 Oct 29, 2021	BUY	$46.43 - $49.91 $30.7 Million - $33 Million	661,717 New	661,717 $31.4 Million

Others Institutions Holding RDVY

# of Institutions

697

Shares Held

173M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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O Donnell Financial Services, LLC First Trust Rising Dividend Ac Transaction History