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 $8.55 Million. This represents 4.12% of its overall portfolio holdings.

Number of Shares

153,148

Previous 139,643 9.67%

Holding current value

$8.55 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

695

Shares Held

173M

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 O Donnell Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on O Donnell Financial Services, LLC with notifications on news.

Account

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