Compass Financial Services Inc First Trust Rising Dividend Ac Transaction History

Compass Financial Services Inc

  • $226 Billion
  • Q3 2025

A detailed history of Compass Financial Services Inc transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Compass Financial Services Inc holds 518 shares of RDVY stock, worth $34,669. This represents 0.02% of its overall portfolio holdings.

Number of Shares
518
Previous 453 14.35%
Holding current value
$34,669
Previous $28.4 Million 22.6%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 04, 2025
BUY
$62.38 - $67.29 $4,054 - $4,373
65 Added 14.35%
518 $34.8 Million
Q2 2025

Aug 08, 2025
BUY
$51.6 - $62.74 $51 - $62
1 Added 0.22%
453 $28.4 Million
Q1 2025

Jun 10, 2025
BUY
$57.22 - $63.39 $25,863 - $28,652
452 New
452 $26.4 Million

Others Institutions Holding RDVY

# of Institutions
748
Shares Held
204M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
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