Smart Wealth LLC First Trust Rising Dividend Ac Transaction History

Smart Wealth LLC

$319 Billion
Q2 2025

A detailed history of Smart Wealth LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Smart Wealth LLC holds 122,004 shares of RDVY stock, worth $8 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

122,004

Previous 105,275 15.89%

Holding current value

$8 Million

Previous $6.16 Billion 24.2%

% of portfolio

2.4%

Previous 2.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$51.6 - $62.74 $863,216 - $1.05 Million	16,729 Added 15.89%	122,004 $7.65 Billion
Q1 2025 Apr 29, 2025	BUY	$57.22 - $63.39 $274,656 - $304,272	4,800 Added 4.78%	105,275 $6.16 Billion
Q4 2024 Jan 28, 2025	BUY	$58.65 - $64.37 $300,288 - $329,574	5,120 Added 5.37%	100,475 $5.94 Billion
Q3 2024 Dec 13, 2024	BUY	$53.68 - $59.24 $900,589 - $993,869	16,777 Added 21.35%	95,355 $5.65 Billion
Q2 2024 Dec 13, 2024	BUY	$53.05 - $55.95 $971,239 - $1.02 Million	18,308 Added 30.38%	78,578 $4.3 Billion
Q1 2024 Dec 13, 2024	BUY	$50.05 - $56.17 $3.02 Million - $3.39 Million	60,270 New	60,270 $3.39 Billion

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
Sector ETFs
Industry ETFs

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