Envestnet Portfolio Solutions, Inc. First Trust Rising Dividend Ac Transaction History

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 225,724 shares of RDVY stock, worth $15.1 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

225,724

Previous 246,952 8.6%

Holding current value

$15.1 Million

Previous $15.5 Million 2.01%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$62.38 - $67.29 $1.32 Million - $1.43 Million	-21,228 Reduced 8.6%	225,724 $15.2 Million
Q2 2025 Jul 25, 2025	SELL	$51.6 - $62.74 $447,423 - $544,018	-8,671 Reduced 3.39%	246,952 $15.5 Million
Q1 2025 Apr 21, 2025	BUY	$57.22 - $63.39 $1.03 Million - $1.14 Million	17,926 Added 7.54%	255,623 $15 Million
Q4 2024 Feb 10, 2025	BUY	$58.65 - $64.37 $1.15 Million - $1.26 Million	19,525 Added 8.95%	237,697 $14.1 Million
Q3 2024 Oct 31, 2024	SELL	$53.68 - $59.24 $502,659 - $554,723	-9,364 Reduced 4.12%	218,172 $12.9 Million

Q2 2024 Jul 16, 2024	BUY	$53.05 - $55.95 $483,975 - $510,431	9,123 Added 4.18%	227,536 $12.5 Million
Q1 2024 May 06, 2024	BUY	$50.05 - $56.17 $1.35 Million - $1.51 Million	26,967 Added 14.09%	218,413 $12.3 Million
Q4 2023 Feb 07, 2024	BUY	$43.44 - $52.04 $3.08 Million - $3.69 Million	70,893 Added 58.81%	191,446 $9.89 Million
Q3 2023 Nov 13, 2023	BUY	$45.58 - $49.58 $5.49 Million - $5.98 Million	120,553 New	120,553 $5.54 Million

Others Institutions Holding RDVY

# of Institutions

745

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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Envestnet Portfolio Solutions, Inc. First Trust Rising Dividend Ac Transaction History