Synergy Investment Management, LLC First Trust Rising Dividend Ac Transaction History

Synergy Investment Management, LLC

  • $262 Billion
  • Q3 2025

A detailed history of Synergy Investment Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Synergy Investment Management, LLC holds 11,553 shares of RDVY stock, worth $773,242. This represents 0.3% of its overall portfolio holdings.

Number of Shares
11,553
Previous 9,485 21.8%
Holding current value
$773,242
Previous $595 Million 30.58%
% of portfolio
0.3%
Previous 0.36%

Shares

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

Nov 07, 2025
BUY
$62.38 - $67.29 $129,001 - $139,155
2,068 Added 21.8%
11,553 $777 Million
Q2 2025

Aug 11, 2025
BUY
$51.6 - $62.74 $11,764 - $14,304
228 Added 2.46%
9,485 $595 Million
Q1 2025

Apr 29, 2025
BUY
$57.22 - $63.39 $13,961 - $15,467
244 Added 2.71%
9,257 $542 Million
Q4 2024

Feb 06, 2025
BUY
$58.65 - $64.37 $528,612 - $580,166
9,013 New
9,013 $533 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
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