Marshall & Sterling Wealth Advisors Inc. First Trust Rising Dividend Ac Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 652 shares of RDVY stock, worth $43,410. This represents 0.03% of its overall portfolio holdings.

Number of Shares
652
Previous 649 0.46%
Holding current value
$43,410
Previous $38 Million 7.46%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 12, 2025
BUY
$51.6 - $62.74 $154 - $188
3 Added 0.46%
652 $40.9 Million
Q1 2025

May 15, 2025
BUY
$57.22 - $63.39 $114 - $126
2 Added 0.31%
649 $38 Million
Q4 2024

Feb 14, 2025
BUY
$58.65 - $64.37 $37,946 - $41,647
647 New
647 $38.2 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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