Facet Wealth, Inc. First Trust Rising Dividend Ac Transaction History

Facet Wealth, Inc.

$5.4 Billion
Q4 2025

A detailed history of Facet Wealth, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Facet Wealth, Inc. holds 5,601 shares of RDVY stock, worth $374,874. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,601

Holding current value

$374,874

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 29, 2026	BUY	$65.02 - $68.31 $364,177 - $382,604	5,601 New	5,601 $374,000

Others Institutions Holding RDVY

# of Institutions

760

Shares Held

206M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

27.6M
Shares

$1.85 Billion
0.58% of portfolio
Morgan Stanley New York, NY

19.2M
Shares

$1.29 Billion
0.08% of portfolio
Raymond James Financial Inc St. Petersburg, FL

11M
Shares

$739 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

10.2M
Shares

$683 Million
0.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.79M
Shares

$521 Million
0.13% of portfolio

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Facet Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Facet Wealth, Inc. with notifications on news.

Account