Ethos Financial Group, LLC First Trust Rising Dividend Ac Transaction History

Ethos Financial Group, LLC

$1.1 Billion
Q3 2025

A detailed history of Ethos Financial Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Ethos Financial Group, LLC holds 124,965 shares of RDVY stock, worth $8.36 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

124,965

Previous 147,989 15.56%

Holding current value

$8.36 Million

Previous $9.28 Million 9.47%

% of portfolio

0.76%

Previous 0.92%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$62.38 - $67.29 $1.44 Million - $1.55 Million	-23,024 Reduced 15.56%	124,965 $8.41 Million
Q2 2025 Aug 06, 2025	BUY	$51.6 - $62.74 $7.43 Million - $9.03 Million	143,972 Added 3584.07%	147,989 $9.28 Million
Q4 2024 Feb 06, 2025	SELL	$58.65 - $64.37 $65,101 - $71,450	-1,110 Reduced 21.65%	4,017 $237,000
Q3 2024 Nov 07, 2024	BUY	$53.68 - $59.24 $7,354 - $8,115	137 Added 2.75%	5,127 $303,000
Q2 2024 Aug 12, 2024	BUY	$53.05 - $55.95 $264,719 - $279,190	4,990 New	4,990 $273,000

Q4 2023 Feb 07, 2024	BUY	$43.44 - $52.04 $751,425 - $900,187	17,298 New	17,298 $894,000

Others Institutions Holding RDVY

# of Institutions

745

Shares Held

204M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Ethos Financial Group, LLC First Trust Rising Dividend Ac Transaction History