Golden State Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Golden State Wealth Management, LLC

$822 Billion
Q2 2025

A detailed history of Golden State Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 224,504 shares of RDVY stock, worth $14.7 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

224,504

Previous 172,932 29.82%

Holding current value

$14.7 Million

Previous $10.1 Billion 39.14%

% of portfolio

1.71%

Previous 1.5%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$51.6 - $62.74 $2.66 Million - $3.24 Million	51,572 Added 29.82%	224,504 $14.1 Billion
Q1 2025 Apr 24, 2025	SELL	$57.22 - $63.39 $9.89 Million - $11 Million	-172,890 Reduced 49.99%	172,932 $10.1 Billion
Q1 2025 Apr 23, 2025	BUY	$57.22 - $63.39 $11.2 Million - $12.4 Million	195,888 Added 130.65%	345,822 $20.2 Million
Q4 2024 Jan 28, 2025	BUY	$58.65 - $64.37 $6.77 Million - $7.43 Million	115,374 Added 333.84%	149,934 $8.87 Billion
Q1 2022 May 19, 2022	BUY	$46.62 - $52.79 $1.12 Million - $1.27 Million	24,013 Added 227.68%	34,560 $1.69 Million
Q1 2022 May 16, 2022	SELL	$46.62 - $52.79 $508,111 - $575,358	-10,899 Reduced 50.82%	10,547 $479,000
Q4 2021 Feb 14, 2022	BUY	$47.66 - $52.06 $252,312 - $275,605	5,294 Added 32.78%	21,446 $1.11 Million
Q3 2021 Nov 15, 2021	BUY	$46.43 - $49.91 $114,960 - $123,577	2,476 Added 18.1%	16,152 $767,000
Q2 2021 Aug 12, 2021	BUY	$46.13 - $49.37 $144,340 - $154,478	3,129 Added 29.67%	13,676 $657,000
Q1 2021 May 14, 2021	SELL	$39.09 - $45.86 $59,924 - $70,303	-1,533 Reduced 12.69%	10,547 $479,000
Q4 2020 Jan 28, 2021	SELL	$31.97 - $39.94 $156,812 - $195,905	-4,905 Reduced 28.88%	12,080 $482,000
Q3 2020 Nov 12, 2020	BUY	$30.37 - $34.47 $515,834 - $585,472	16,985 New	16,985 $556,000
Q2 2020 Aug 11, 2020	SELL	$23.99 - $33.86 $444,702 - $627,662	-18,537 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$21.81 - $36.72 $404,291 - $680,678	18,537 New	18,537 $475,000

Others Institutions Holding RDVY

# of Institutions

705

Shares Held

185M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Golden State Wealth Management, LLC First Trust Rising Dividend Ac Transaction History