Avantra Family Wealth, Inc. First Trust Rising Dividend Ac Transaction History

Avantra Family Wealth, Inc.

  • $134 Billion
  • Q3 2025

A detailed history of Avantra Family Wealth, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 3,665 shares of RDVY stock, worth $245,298. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,665
Previous 3,655 0.27%
Holding current value
$245,298
Previous $229 Million 7.51%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Oct 27, 2025
BUY
$62.38 - $67.29 $623 - $672
10 Added 0.27%
3,665 $247 Million
Q2 2025

Jul 23, 2025
SELL
$51.6 - $62.74 $72,188 - $87,773
-1,399 Reduced 27.68%
3,655 $229 Million
Q1 2025

Apr 22, 2025
BUY
$57.22 - $63.39 $56,705 - $62,819
991 Added 24.39%
5,054 $296 Million
Q4 2024

Jan 24, 2025
BUY
$58.65 - $64.37 $238,294 - $261,535
4,063 New
4,063 $240 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
Track This Portfolio

Track Avantra Family Wealth, Inc. Portfolio

Follow Avantra Family Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantra Family Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantra Family Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email