A detailed history of Keystone Financial Services, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Keystone Financial Services, LLC holds 14,688 shares of RDVY stock, worth $983,067. This represents 0.69% of its overall portfolio holdings.

Number of Shares
14,688
Previous 14,806 0.8%
Holding current value
$983,067
Previous $929 Million 6.35%
% of portfolio
0.69%
Previous 0.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$62.38 - $67.29 $7,360 - $7,940
-118 Reduced 0.8%
14,688 $988 Million
Q2 2025

Aug 14, 2025

BUY
$51.6 - $62.74 $3,250 - $3,952
63 Added 0.43%
14,806 $929 Million
Q1 2025

Apr 25, 2025

SELL
$57.22 - $63.39 $2,117 - $2,345
-37 Reduced 0.25%
14,743 $863 Million
Q4 2024

Mar 14, 2025

BUY
$58.65 - $64.37 $866,847 - $951,388
14,780 New
14,780 $874 Million

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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