Orba Wealth Advisors, L.L.C. First Trust Rising Dividend Ac Transaction History

Orba Wealth Advisors, L.L.C.

$110 Billion
Q2 2025

A detailed history of Orba Wealth Advisors, L.L.C. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 48,648 shares of RDVY stock, worth $3.19 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares

48,648

Previous 89,922 45.9%

Holding current value

$3.19 Million

Previous $5.26 Billion 42.02%

% of portfolio

2.78%

Previous 2.65%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$51.6 - $62.74 $2.13 Million - $2.59 Million	-41,274 Reduced 45.9%	48,648 $3.05 Billion
Q1 2025 Apr 17, 2025	BUY	$57.22 - $63.39 $585,990 - $649,176	10,241 Added 12.85%	89,922 $5.26 Billion
Q4 2024 Feb 04, 2025	SELL	$58.65 - $64.37 $350,902 - $385,125	-5,983 Reduced 6.98%	79,681 $4.71 Billion
Q3 2024 Oct 09, 2024	SELL	$53.68 - $59.24 $144,774 - $159,770	-2,697 Reduced 3.05%	85,664 $5.07 Billion
Q2 2024 Jul 16, 2024	BUY	$53.05 - $55.95 $62,599 - $66,021	1,180 Added 1.35%	88,361 $4.84 Billion
Q1 2024 Apr 30, 2024	SELL	$50.05 - $56.17 $58,558 - $65,718	-1,170 Reduced 1.32%	87,181 $4.9 Billion
Q4 2023 Feb 12, 2024	BUY	$43.44 - $52.04 $3.84 Million - $4.6 Million	88,351 New	88,351 $4.57 Billion

Others Institutions Holding RDVY

# of Institutions

705

Shares Held

185M

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 Orba Wealth Advisors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Orba Wealth Advisors, L.L.C. with notifications on news.

Account

Orba Wealth Advisors, L.L.C. First Trust Rising Dividend Ac Transaction History