Rfg Bristol Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Rfg Bristol Wealth Advisors, LLC

$346 Billion
Q3 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 54,685 shares of RDVY stock, worth $3.66 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

54,685

Previous 57,947 5.63%

Holding current value

$3.66 Million

Previous $3.64 Billion 1.17%

% of portfolio

1.06%

Previous 1.13%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$62.38 - $67.29 $203,483 - $219,499	-3,262 Reduced 5.63%	54,685 $3.68 Billion
Q2 2025 Aug 05, 2025	BUY	$51.6 - $62.74 $307,639 - $374,055	5,962 Added 11.47%	57,947 $3.64 Billion
Q1 2025 May 08, 2025	BUY	$57.22 - $63.39 $1.25 Million - $1.38 Million	21,802 Added 72.23%	51,985 $3.04 Billion
Q4 2024 Feb 12, 2025	BUY	$58.65 - $64.37 $1.77 Million - $1.94 Million	30,183 New	30,183 $1.79 Billion

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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Rfg Bristol Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History