Michels Family Financial, LLC First Trust Rising Dividend Ac Transaction History

Michels Family Financial, LLC

  • $117 Billion
  • Q2 2025

A detailed history of Michels Family Financial, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Michels Family Financial, LLC holds 10,346 shares of RDVY stock, worth $688,836. This represents 0.55% of its overall portfolio holdings.

Number of Shares
10,346
Previous 9,866 4.87%
Holding current value
$688,836
Previous $578 Million 12.39%
% of portfolio
0.55%
Previous 0.52%

Shares

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

Jul 16, 2025
BUY
$51.6 - $62.74 $24,768 - $30,115
480 Added 4.87%
10,346 $649 Million
Q1 2025

May 15, 2025
SELL
$57.22 - $63.39 $3,833 - $4,247
-67 Reduced 0.67%
9,866 $578 Million
Q4 2024

Feb 20, 2025
BUY
$58.65 - $64.37 $582,570 - $639,387
9,933 New
9,933 $587 Million

Others Institutions Holding RDVY

# of Institutions
716
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
Track This Portfolio

Track Michels Family Financial, LLC Portfolio

Follow Michels Family Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Michels Family Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Michels Family Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email