Breakthru Advisory Services, LLC First Trust Rising Dividend Ac Transaction History

Breakthru Advisory Services, LLC

$156 Billion
Q4 2025

A detailed history of Breakthru Advisory Services, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Breakthru Advisory Services, LLC holds 12,174 shares of RDVY stock, worth $814,805. This represents 0.54% of its overall portfolio holdings.

Number of Shares

12,174

Previous 11,550 5.4%

Holding current value

$814,805

Previous $777 Million 8.87%

% of portfolio

0.54%

Previous 0.51%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$65.02 - $68.31 $40,572 - $42,625	624 Added 5.4%	12,174 $846 Million
Q3 2025 Oct 09, 2025	SELL	$62.38 - $67.29 $11.3 Million - $12.2 Million	-181,596 Reduced 94.02%	11,550 $777 Million
Q1 2025 Apr 22, 2025	SELL	$57.22 - $63.39 $538,382 - $596,436	-9,409 Reduced 4.65%	193,146 $11.3 Billion
Q4 2024 Feb 18, 2025	BUY	$58.65 - $64.37 $11.9 Million - $13 Million	202,555 New	202,555 $12 Billion

Others Institutions Holding RDVY

# of Institutions

748

Shares Held

204M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Breakthru Advisory Services, LLC First Trust Rising Dividend Ac Transaction History