A detailed history of Blue Rock Wealth Management LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 4,285 shares of RDVY stock, worth $286,795. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,285
Previous 11,333 62.19%
Holding current value
$286,795
Previous $663 Million 56.56%
% of portfolio
0.18%
Previous 0.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

SELL
$62.38 - $67.29 $439,654 - $474,259
-7,048 Reduced 62.19%
4,285 $288 Million
Q2 2025

Oct 21, 2025

BUY
$51.6 - $62.74 $24,303 - $29,550
471 Added 10.99%
4,756 $298 Million
Q1 2025

May 20, 2025

BUY
$57.22 - $63.39 $648,474 - $718,398
11,333 New
11,333 $663 Million

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
Track This Portfolio

Track Blue Rock Wealth Management LLC Portfolio

Follow Blue Rock Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Rock Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Rock Wealth Management LLC with notifications on news.