Navis Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Navis Wealth Advisors, LLC

  • $129 Million
  • Q3 2025

A detailed history of Navis Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 5,460 shares of RDVY stock, worth $365,437. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,460
Previous 5,456 0.07%
Holding current value
$365,437
Previous $342,000 7.31%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Nov 14, 2025
BUY
$62.38 - $67.29 $249 - $269
4 Added 0.07%
5,460 $367,000
Q2 2025

Aug 13, 2025
BUY
$51.6 - $62.74 $258 - $313
5 Added 0.09%
5,456 $342,000
Q1 2025

Apr 23, 2025
BUY
$57.22 - $63.39 $457 - $507
8 Added 0.15%
5,451 $319,000
Q4 2024

Jan 21, 2025
BUY
$58.65 - $64.37 $527 - $579
9 Added 0.17%
5,443 $321,000
Q3 2024

Oct 24, 2024
BUY
$53.68 - $59.24 $322 - $355
6 Added 0.11%
5,434 $321,000
Q2 2024

Aug 02, 2024
BUY
$53.05 - $55.95 $287,955 - $303,696
5,428 New
5,428 $297,000

Others Institutions Holding RDVY

# of Institutions
745
Shares Held
204M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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