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

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Modern Wealth Management, LLC holds 53,281 shares of RDVY stock, worth $3.39 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

53,281

Previous 51,285 3.89%

Holding current value

$3.39 Million

Previous $3 Billion 99.9%

% of portfolio

0.1%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 30, 2025	BUY	$57.22 - $63.39 $114,211 - $126,526	1,996 Added 3.89%	53,281 $3.12 Million
Q1 2025 May 15, 2025	BUY	$57.22 - $63.39 $76,388 - $84,625	1,335 Added 2.67%	51,285 $3 Billion
Q4 2024 May 30, 2025	SELL	$58.65 - $64.37 $308,499 - $338,586	-5,260 Reduced 10.26%	46,025 $2.72 Million
Q4 2024 May 29, 2025	SELL	$58.65 - $64.37 $308,499 - $338,586	-5,260 Reduced 10.26%	46,025 $2.72 Million
Q4 2024 Feb 11, 2025	BUY	$58.65 - $64.37 $2.93 Million - $3.22 Million	49,950 New	49,950 $3.11 Billion

Others Institutions Holding RDVY

# of Institutions

706

Shares Held

181M

Call Options Held

Put Options Held

567

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

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