Wills Financial Group LLC First Trust Rising Dividend Ac Transaction History

Wills Financial Group LLC

  • $244 Billion
  • Q3 2025

A detailed history of Wills Financial Group LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wills Financial Group LLC holds 10,694 shares of RDVY stock, worth $715,749. This represents 0.29% of its overall portfolio holdings.

Number of Shares
10,694
Previous 9,809 9.02%
Holding current value
$715,749
Previous $615 Million 16.87%
% of portfolio
0.29%
Previous 0.27%

Shares

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

Nov 14, 2025
BUY
$62.38 - $67.29 $55,206 - $59,551
885 Added 9.02%
10,694 $719 Million
Q2 2025

Aug 13, 2025
BUY
$51.6 - $62.74 $27,296 - $33,189
529 Added 5.7%
9,809 $615 Million
Q1 2025

May 09, 2025
BUY
$57.22 - $63.39 $531,001 - $588,259
9,280 New
9,280 $543 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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