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 103,256 shares of RDVY stock, worth $6.91 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares
103,256
Previous 80,675 27.99%
Holding current value
$6.91 Million
Previous $5.43 Billion 32.2%
% of portfolio
3.79%
Previous 3.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$65.02 - $68.31 $1.47 Million - $1.54 Million
22,581 Added 27.99%
103,256 $7.17 Billion
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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