Goal Vest Advisory LLC First Trust Rising Dividend Ac Transaction History

Goal Vest Advisory LLC

$488 Million
Q4 2025

A detailed history of Goal Vest Advisory LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Goal Vest Advisory LLC holds 3,729 shares of RDVY stock, worth $249,581. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,729

Holding current value

$249,581

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 05, 2026	BUY	$65.02 - $68.31 $242,459 - $254,727	3,729 New	3,729 $249,000

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

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Goal Vest Advisory LLC First Trust Rising Dividend Ac Transaction History