Valeo Financial Advisors, LLC First Trust Rising Dividend Ac Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 17,161 shares of RDVY stock, worth $1.15 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,161
Previous 17,473 1.79%
Holding current value
$1.15 Million
Previous $1.1 Million 5.29%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 03, 2025
SELL
$62.38 - $67.29 $19,462 - $20,994
-312 Reduced 1.79%
17,161 $1.15 Million
Q2 2025

Jul 22, 2025
BUY
$51.6 - $62.74 $901,606 - $1.1 Million
17,473 New
17,473 $1.1 Million
Q2 2021

Jul 22, 2021
SELL
$46.13 - $49.37 $45,668 - $48,876
-990 Closed
0 $0
Q3 2020

Oct 28, 2020
BUY
$30.37 - $34.47 $8,412 - $9,548
277 Added 38.85%
990 $32,000
Q2 2020

Jul 20, 2020
BUY
$23.99 - $33.86 $17,104 - $24,142
713 New
713 $22,000

Others Institutions Holding RDVY

# of Institutions
750
Shares Held
205M
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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