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

Rfg Bristol Wealth Advisors, LLC

  • $298 Billion
  • Q1 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 51,985 shares of RDVY stock, worth $3.29 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
51,985
Previous 30,183 72.23%
Holding current value
$3.29 Million
Previous $1.79 Billion 70.49%
% of portfolio
1.02%
Previous 0.59%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
698
Shares Held
181M
Call Options Held
0
Put Options Held
567
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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