Legacy Wealth Managment, Llc/Id First Trust Rising Dividend Ac Transaction History

Legacy Wealth Managment, Llc/Id

$120 Million
Q2 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 21,715 shares of RDVY stock, worth $1.39 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

21,715

Previous 17,608 23.32%

Holding current value

$1.39 Million

Previous $1.03 Million 32.23%

% of portfolio

1.13%

Previous 0.85%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$51.6 - $62.74 $211,921 - $257,673	4,107 Added 23.32%	21,715 $1.36 Million
Q1 2025 May 16, 2025	BUY	$57.22 - $63.39 $74,042 - $82,026	1,294 Added 7.93%	17,608 $1.03 Million
Q4 2024 Feb 13, 2025	BUY	$58.65 - $64.37 $655,061 - $718,948	11,169 Added 217.08%	16,314 $964,000
Q3 2024 Nov 15, 2024	BUY	$53.68 - $59.24 $276,183 - $304,789	5,145 New	5,145 $304,000

Others Institutions Holding RDVY

# of Institutions

708

Shares Held

182M

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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Legacy Wealth Managment, Llc/Id First Trust Rising Dividend Ac Transaction History