Pinnacle Family Advisors, LLC First Trust Rising Dividend Ac Transaction History

Pinnacle Family Advisors, LLC

$171 Million
Q3 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 13,989 shares of RDVY stock, worth $868,577. This represents 0.48% of its overall portfolio holdings.

Number of Shares

13,989

Previous 13,494 3.67%

Holding current value

$868,577

Previous $738,000 12.2%

% of portfolio

0.48%

Previous 0.45%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$53.68 - $59.24 $26,571 - $29,323	495 Added 3.67%	13,989 $828,000
Q2 2024 Aug 14, 2024	SELL	$53.05 - $55.95 $14,164 - $14,938	-267 Reduced 1.94%	13,494 $738,000
Q1 2024 May 15, 2024	SELL	$50.05 - $56.17 $6,756 - $7,582	-135 Reduced 0.97%	13,761 $772,000
Q4 2023 Feb 14, 2024	BUY	$43.44 - $52.04 $55,559 - $66,559	1,279 Added 10.14%	13,896 $718,000
Q3 2023 Nov 14, 2023	SELL	$45.58 - $49.58 $34,914 - $37,978	-766 Reduced 5.72%	12,617 $579,000
Q2 2023 Aug 14, 2023	SELL	$42.83 - $47.25 $10,878 - $12,001	-254 Reduced 1.86%	13,383 $630,000
Q1 2023 May 15, 2023	BUY	$42.66 - $48.92 $49,357 - $56,600	1,157 Added 9.27%	13,637 $611,000
Q4 2022 Feb 10, 2023	SELL	$39.34 - $47.06 $17,860 - $21,365	-454 Reduced 3.51%	12,480 $548,000
Q3 2022 Nov 14, 2022	BUY	$38.88 - $46.42 $4,665 - $5,570	120 Added 0.94%	12,934 $503,000
Q2 2022 Aug 15, 2022	BUY	$40.42 - $49.12 $17,340 - $21,072	429 Added 3.46%	12,814 $524,000
Q1 2022 May 16, 2022	BUY	$46.62 - $52.79 $47,412 - $53,687	1,017 Added 8.95%	12,385 $607,000
Q4 2021 Feb 14, 2022	BUY	$47.66 - $52.06 $19,445 - $21,240	408 Added 3.72%	11,368 $589,000
Q3 2021 Nov 12, 2021	BUY	$46.43 - $49.91 $10,632 - $11,429	229 Added 2.13%	10,960 $520,000
Q2 2021 Aug 16, 2021	BUY	$46.13 - $49.37 $495,021 - $529,789	10,731 New	10,731 $516,000

Others Institutions Holding RDVY

# of Institutions

650

Shares Held

162M

Call Options Held

100

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 Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Account

Pinnacle Family Advisors, LLC First Trust Rising Dividend Ac Transaction History