Bip Wealth, LLC First Trust Rising Dividend Ac Transaction History

Bip Wealth, LLC

$2.64 Billion
Q4 2025

A detailed history of Bip Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Bip Wealth, LLC holds 5,963 shares of RDVY stock, worth $399,103. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,963

Holding current value

$399,103

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 21, 2026	BUY	$65.02 - $68.31 $387,714 - $407,332	5,963 New	5,963 $399,000

Others Institutions Holding RDVY

# of Institutions

747

Shares Held

204M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

27.6M
Shares

$1.85 Billion
0.58% of portfolio
Morgan Stanley New York, NY

19.2M
Shares

$1.29 Billion
0.08% of portfolio
Raymond James Financial Inc St. Petersburg, FL

11M
Shares

$739 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

10.2M
Shares

$683 Million
0.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.79M
Shares

$521 Million
0.13% of portfolio

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

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