Strategies Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Strategies Wealth Advisors, LLC

$819 Billion
Q1 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 4,024 shares of RDVY stock, worth $257,978. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,024

Previous 4,007 0.42%

Holding current value

$257,978

Previous $250 Million 5.69%

% of portfolio

0.03%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$57.22 - $63.39 $972 - $1,077	17 Added 0.42%	4,024 $236 Million
Q4 2024 Feb 13, 2025	BUY	$58.65 - $64.37 $1,173 - $1,287	20 Added 0.5%	4,007 $250 Million
Q3 2024 Oct 07, 2024	BUY	$53.68 - $59.24 $697 - $770	13 Added 0.33%	3,987 $236 Million
Q2 2024 Jul 29, 2024	SELL	$53.05 - $55.95 $18,196 - $19,190	-343 Reduced 7.95%	3,974 $218 Million
Q1 2024 Apr 22, 2024	BUY	$50.05 - $56.17 $216,065 - $242,485	4,317 New	4,317 $242 Million

Others Institutions Holding RDVY

# of Institutions

703

Shares Held

181M

Call Options Held

Put Options Held

567

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

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Strategies Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History