Rfg Bristol Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Rfg Bristol Wealth Advisors, LLC

$359 Billion
Q4 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 56,121 shares of RDVY stock, worth $3.76 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

56,121

Previous 54,685 2.63%

Holding current value

$3.76 Million

Previous $3.68 Billion 6.0%

% of portfolio

1.09%

Previous 1.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	BUY	$65.02 - $68.31 $93,368 - $98,093	1,436 Added 2.63%	56,121 $3.9 Billion
Q3 2025 Oct 22, 2025	SELL	$62.38 - $67.29 $203,483 - $219,499	-3,262 Reduced 5.63%	54,685 $3.68 Billion
Q2 2025 Aug 05, 2025	BUY	$51.6 - $62.74 $307,639 - $374,055	5,962 Added 11.47%	57,947 $3.64 Billion
Q1 2025 May 08, 2025	BUY	$57.22 - $63.39 $1.25 Million - $1.38 Million	21,802 Added 72.23%	51,985 $3.04 Billion
Q4 2024 Feb 12, 2025	BUY	$58.65 - $64.37 $1.77 Million - $1.94 Million	30,183 New	30,183 $1.79 Billion

Others Institutions Holding RDVY

# of Institutions

747

Shares Held

204M

Call Options Held

Put Options Held

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 Rfg Bristol Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Bristol Wealth Advisors, LLC with notifications on news.

Account

Rfg Bristol Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History