A detailed history of Envision Financial LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Envision Financial LLC holds 80,675 shares of RDVY stock, worth $5.4 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares
80,675
Previous 69,542 16.01%
Holding current value
$5.4 Million
Previous $4.36 Billion 24.37%
% of portfolio
3.11%
Previous 2.91%

Shares

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

Oct 10, 2025

BUY
$62.38 - $67.29 $694,476 - $749,139
11,133 Added 16.01%
80,675 $5.43 Billion
Q2 2025

Jul 10, 2025

BUY
$51.6 - $62.74 $53,406 - $64,935
1,035 Added 1.51%
69,542 $4.36 Billion
Q1 2025

Apr 22, 2025

BUY
$57.22 - $63.39 $535,178 - $592,886
9,353 Added 15.81%
68,507 $4.01 Billion
Q4 2024

Jan 13, 2025

BUY
$58.65 - $64.37 $3.47 Million - $3.81 Million
59,154 New
59,154 $3.5 Billion

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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