A detailed history of Acorn Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 5,284 shares of RDVY stock, worth $353,658. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,284
Previous 3,648 44.85%
Holding current value
$353,658
Previous $228,000 55.7%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Oct 31, 2025

BUY
$62.38 - $67.29 $102,053 - $110,086
1,636 Added 44.85%
5,284 $355,000
Q2 2025

Aug 13, 2025

BUY
$51.6 - $62.74 $188,236 - $228,875
3,648 New
3,648 $228,000
Q3 2024

Nov 13, 2024

SELL
$53.68 - $59.24 $46,486 - $51,301
-866 Reduced 18.6%
3,789 $224,000
Q2 2024

Jul 30, 2024

BUY
$53.05 - $55.95 $246,947 - $260,447
4,655 New
4,655 $254,000

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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