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

Ethos Financial Group, LLC

$1.2 Billion
Q4 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 71,363 shares of RDVY stock, worth $4.78 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

71,363

Previous 124,965 42.89%

Holding current value

$4.78 Million

Previous $8.41 Million 43.18%

% of portfolio

0.4%

Previous 0.76%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$65.02 - $68.31 $3.49 Million - $3.66 Million	-53,602 Reduced 42.89%	71,363 $4.78 Million
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

747

Shares Held

204M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

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