A detailed history of Northwest Financial Advisors transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Northwest Financial Advisors holds 7,485 shares of RDVY stock, worth $500,971. This represents 1.07% of its overall portfolio holdings.

Number of Shares
7,485
Previous 21,609 65.36%
Holding current value
$500,971
Previous $1.45 Billion 64.22%
% of portfolio
1.07%
Previous 1.87%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026

SELL
$65.02 - $68.31 $918,342 - $964,810
-14,124 Reduced 65.36%
7,485 $520 Million
Q3 2025

Nov 06, 2025

BUY
$62.38 - $67.29 $162,998 - $175,828
2,613 Added 13.76%
21,609 $1.45 Billion
Q2 2025

Aug 04, 2025

SELL
$51.6 - $62.74 $1.31 Million - $1.59 Million
-25,298 Reduced 57.11%
18,996 $1.19 Billion
Q1 2025

Apr 11, 2025

SELL
$57.22 - $63.39 $568,137 - $629,399
-9,929 Reduced 18.31%
44,294 $2.59 Billion
Q4 2024

Jan 22, 2025

BUY
$58.65 - $64.37 $231,081 - $253,617
3,940 Added 7.84%
54,223 $3.21 Billion
Q3 2024

Nov 13, 2024

SELL
$53.68 - $59.24 $255,785 - $282,278
-4,765 Reduced 8.66%
50,283 $2.98 Billion
Q2 2024

Jan 27, 2025

SELL
$53.05 - $55.95 $84,455 - $89,072
-1,592 Reduced 2.81%
55,047 $3.01 Billion
Q2 2024

Aug 12, 2024

SELL
$53.05 - $55.95 $84,508 - $89,128
-1,593 Reduced 2.81%
55,048 $3.01 Billion
Q1 2024

Jan 27, 2025

BUY
$50.05 - $56.17 $120,920 - $135,706
2,416 Added 4.46%
56,639 $3.18 Billion
Q1 2024

May 09, 2024

BUY
$50.05 - $56.17 $829,929 - $931,410
16,582 Added 41.39%
56,641 $3.18 Billion
Q4 2023

Feb 07, 2024

BUY
$43.44 - $52.04 $1.74 Million - $2.08 Million
40,059 New
40,059 $2.07 Billion

Others Institutions Holding RDVY

About FIRST TRUST RISING DIVIDEND AC


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