Axxcess Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 71,379 shares of RDVY stock, worth $4.75 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
71,379
Previous 78,411 8.97%
Holding current value
$4.75 Million
Previous $4.59 Million 2.44%
% of portfolio
0.11%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$51.6 - $62.74 $362,851 - $441,187
-7,032 Reduced 8.97%
71,379 $4.48 Million
Q1 2025

Apr 30, 2025
SELL
$57.22 - $63.39 $115,241 - $127,667
-2,014 Reduced 2.5%
78,411 $4.59 Million
Q4 2024

Feb 10, 2025
BUY
$58.65 - $64.37 $23,753 - $26,069
405 Added 0.51%
80,425 $4.76 Million
Q3 2024

Nov 04, 2024
BUY
$53.68 - $59.24 $787,056 - $868,576
14,662 Added 22.43%
80,020 $4.74 Million
Q2 2024

Aug 09, 2024
BUY
$53.05 - $55.95 $108,009 - $113,914
2,036 Added 3.22%
65,358 $3.58 Million
Q1 2024

May 14, 2024
SELL
$50.05 - $56.17 $59,659 - $66,954
-1,192 Reduced 1.85%
63,322 $3.56 Million
Q4 2023

Feb 06, 2024
BUY
$43.44 - $52.04 $282,229 - $338,103
6,497 Added 11.2%
64,514 $3.33 Million
Q3 2023

Nov 14, 2023
BUY
$45.58 - $49.58 $2.64 Million - $2.88 Million
58,017 New
58,017 $2.67 Million
Q2 2022

Aug 11, 2022
SELL
$40.42 - $49.12 $15.4 Million - $18.8 Million
-382,023 Closed
0 $0
Q1 2022

Aug 11, 2022
SELL
$46.62 - $52.79 $961,490 - $1.09 Million
-20,624 Reduced 5.12%
382,023 $18.7 Million
Q4 2021

Aug 11, 2022
BUY
$47.66 - $52.06 $19.2 Million - $21 Million
402,647 New
402,647 $20.9 Million

Others Institutions Holding RDVY

# of Institutions
719
Shares Held
190M
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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