Resources Investment Advisors, Llc. First Trust Rising Dividend Ac Transaction History

Resources Investment Advisors, Llc.

$8.93 Billion
Q3 2025

A detailed history of Resources Investment Advisors, Llc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 90,364 shares of RDVY stock, worth $6.05 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

90,364

Previous 88,054 2.62%

Holding current value

$6.05 Million

Previous $5.52 Million 10.01%

% of portfolio

0.07%

Previous 0.07%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$62.38 - $67.29 $144,097 - $155,439	2,310 Added 2.62%	90,364 $6.08 Million
Q2 2025 Aug 07, 2025	BUY	$51.6 - $62.74 $311,664 - $378,949	6,040 Added 7.36%	88,054 $5.52 Million
Q1 2025 Apr 28, 2025	SELL	$57.22 - $63.39 $1.92 Million - $2.12 Million	-33,498 Reduced 29.0%	82,014 $4.8 Million
Q4 2024 Feb 13, 2025	BUY	$58.65 - $64.37 $1.17 Million - $1.28 Million	19,891 Added 20.8%	115,512 $6.83 Million
Q3 2024 Nov 06, 2024	BUY	$53.68 - $59.24 $3,811 - $4,206	71 Added 0.07%	95,621 $5.66 Million

Q2 2024 Aug 02, 2024	SELL	$53.05 - $55.95 $220,051 - $232,080	-4,148 Reduced 4.16%	95,550 $5.23 Million
Q1 2024 May 10, 2024	BUY	$50.05 - $56.17 $360,059 - $404,086	7,194 Added 7.78%	99,698 $5.6 Million
Q4 2023 Feb 13, 2024	BUY	$43.44 - $52.04 $511,201 - $612,406	11,768 Added 14.58%	92,504 $4.78 Million
Q3 2023 Nov 14, 2023	SELL	$45.58 - $49.58 $6,973 - $7,585	-153 Reduced 0.19%	80,736 $3.71 Million
Q2 2023 Aug 07, 2023	BUY	$42.83 - $47.25 $24,498 - $27,027	572 Added 0.71%	80,889 $3.81 Million
Q1 2023 May 10, 2023	BUY	$42.66 - $48.92 $612,725 - $702,637	14,363 Added 21.78%	80,317 $3.6 Million
Q4 2022 Feb 02, 2023	BUY	$39.34 - $47.06 $544,622 - $651,498	13,844 Added 26.57%	65,954 $2.9 Million
Q3 2022 Nov 08, 2022	BUY	$38.88 - $46.42 $58,203 - $69,490	1,497 Added 2.96%	52,110 $2.03 Million
Q2 2022 Aug 08, 2022	BUY	$40.42 - $49.12 $21,624 - $26,279	535 Added 1.07%	50,613 $2.07 Million
Q1 2022 May 05, 2022	BUY	$46.62 - $52.79 $782,749 - $886,344	16,790 Added 50.44%	50,078 $2.45 Million
Q4 2021 Feb 23, 2022	BUY	$47.66 - $52.06 $454,104 - $496,027	9,528 Added 40.1%	33,288 $1.72 Million
Q3 2021 Nov 05, 2021	BUY	$46.43 - $49.91 $284,151 - $305,449	6,120 Added 34.69%	23,760 $1.13 Million
Q2 2021 Aug 09, 2021	BUY	$46.13 - $49.37 $285,683 - $305,748	6,193 Added 54.1%	17,640 $847,000
Q1 2021 May 10, 2021	BUY	$39.09 - $45.86 $67,703 - $79,429	1,732 Added 17.83%	11,447 $520,000
Q4 2020 Feb 08, 2021	BUY	$31.97 - $39.94 $310,588 - $388,017	9,715 New	9,715 $388,000
Q1 2019 May 10, 2019	SELL	$25.94 - $30.51 $677,008 - $796,280	-26,099 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	$24.76 - $31.67 $646,211 - $826,555	26,099 New	26,099 $692,000

Others Institutions Holding RDVY

# of Institutions

746

Shares Held

204M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Resources Investment Advisors, Llc. First Trust Rising Dividend Ac Transaction History