A detailed history of Srs Capital Advisors, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 310,484 shares of RDVY stock, worth $18.6 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
310,484
Previous 249,054 24.67%
Holding current value
$18.6 Million
Previous $13.6 Million 34.82%
% of portfolio
1.72%
Previous 1.4%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$53.68 - $59.24 $3.3 Million - $3.64 Million
61,430 Added 24.67%
310,484 $18.4 Million
Q2 2024

Aug 06, 2024

SELL
$53.05 - $55.95 $85,463 - $90,135
-1,611 Reduced 0.64%
249,054 $13.6 Million
Q1 2024

May 14, 2024

BUY
$50.05 - $56.17 $167,066 - $187,495
3,338 Added 1.35%
250,665 $14.1 Million
Q4 2023

Feb 06, 2024

BUY
$43.44 - $52.04 $295,305 - $353,767
6,798 Added 2.83%
247,327 $12.8 Million
Q3 2023

Nov 14, 2023

BUY
$45.58 - $49.58 $393,446 - $427,974
8,632 Added 3.72%
240,529 $11.1 Million
Q2 2023

Aug 14, 2023

BUY
$42.83 - $47.25 $165,580 - $182,668
3,866 Added 1.7%
231,897 $10.9 Million
Q1 2023

May 16, 2023

BUY
$42.66 - $48.92 $286,461 - $328,497
6,715 Added 3.03%
228,031 $10.2 Million
Q4 2022

Feb 24, 2023

BUY
$39.34 - $47.06 $326,128 - $390,127
8,290 Added 3.89%
221,316 $9.72 Million
Q3 2022

Nov 03, 2022

BUY
$38.88 - $46.42 $695,057 - $829,850
17,877 Added 9.16%
213,026 $8.28 Million
Q2 2022

Aug 22, 2022

BUY
$40.42 - $49.12 $728,732 - $885,584
18,029 Added 10.18%
195,149 $7.99 Million
Q1 2022

May 12, 2022

BUY
$46.62 - $52.79 $8.26 Million - $9.35 Million
177,120 New
177,120 $8.68 Million

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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