Foundations Investment Advisors, LLC First Trust Rising Dividend Ac Transaction History

Foundations Investment Advisors, LLC

  • $6.26 Billion
  • Q3 2025

A detailed history of Foundations Investment Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 319,101 shares of RDVY stock, worth $21.4 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
319,101
Previous 277,590 14.95%
Holding current value
$21.4 Million
Previous $17.4 Million 23.24%
% of portfolio
0.34%
Previous 0.3%

Shares

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

Nov 03, 2025
BUY
$62.38 - $67.29 $2.59 Million - $2.79 Million
41,511 Added 14.95%
319,101 $21.5 Million
Q2 2025

Aug 08, 2025
BUY
$51.6 - $62.74 $1.84 Million - $2.24 Million
35,749 Added 14.78%
277,590 $17.4 Million
Q1 2025

May 07, 2025
SELL
$57.22 - $63.39 $3.21 Million - $3.56 Million
-56,163 Reduced 18.85%
241,841 $14.2 Million
Q4 2024

Jan 22, 2025
BUY
$58.65 - $64.37 $1.1 Million - $1.21 Million
18,743 Added 6.71%
298,004 $17.6 Million
Q3 2024

Oct 21, 2024
BUY
$53.68 - $59.24 $2.68 Million - $2.96 Million
49,950 Added 21.78%
279,261 $16.5 Million
Q2 2024

Aug 02, 2024
BUY
$53.05 - $55.95 $653,098 - $688,800
12,311 Added 5.67%
229,311 $12.6 Million
Q1 2024

May 13, 2024
BUY
$50.05 - $56.17 $1.39 Million - $1.56 Million
27,802 Added 14.69%
217,000 $12.2 Million
Q4 2023

Feb 08, 2024
BUY
$43.44 - $52.04 $206,948 - $247,918
4,764 Added 2.58%
189,198 $9.78 Million
Q3 2023

Oct 05, 2023
BUY
$45.58 - $49.58 $3.29 Million - $3.57 Million
72,091 Added 64.17%
184,434 $8.47 Million
Q2 2023

Jul 19, 2023
BUY
$42.83 - $47.25 $292,486 - $322,670
6,829 Added 6.47%
112,343 $5.29 Million
Q1 2023

Apr 25, 2023
BUY
$42.66 - $48.92 $4.25 Million - $4.87 Million
99,592 Added 1681.73%
105,514 $4.73 Million
Q4 2022

Jan 11, 2023
SELL
$39.34 - $47.06 $2.44 Million - $2.92 Million
-62,033 Reduced 91.29%
5,922 $0
Q3 2022

Oct 19, 2022
SELL
$38.88 - $46.42 $18,468 - $22,049
-475 Reduced 0.69%
67,955 $2.64 Million
Q2 2022

Jul 08, 2022
BUY
$40.42 - $49.12 $2.77 Million - $3.36 Million
68,430 New
68,430 $2.8 Million

Others Institutions Holding RDVY

# of Institutions
745
Shares Held
204M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

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