Vision Point Advisory Group, LLC First Trust Rising Dividend Ac Transaction History

Vision Point Advisory Group, LLC

  • $485 Million
  • Q4 2025

A detailed history of Vision Point Advisory Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 39,521 shares of RDVY stock, worth $2.65 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
39,521
Previous 29,927 32.06%
Holding current value
$2.65 Million
Previous $2.01 Million 31.46%
% of portfolio
0.54%
Previous 0.43%

Shares

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

Jan 12, 2026
BUY
$65.02 - $68.31 $623,801 - $655,366
9,594 Added 32.06%
39,521 $2.65 Million
Q3 2025

Oct 07, 2025
SELL
$62.38 - $67.29 $69,803 - $75,297
-1,119 Reduced 3.6%
29,927 $2.01 Million
Q2 2025

Jul 09, 2025
BUY
$51.6 - $62.74 $1.6 Million - $1.95 Million
31,046 New
31,046 $1.95 Million

Others Institutions Holding RDVY

# of Institutions
746
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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