New Edge Wealth, LLC First Trust Rising Dividend Ac Transaction History

New Edge Wealth, LLC

$5.35 Billion
Q1 2025

A detailed history of New Edge Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, New Edge Wealth, LLC holds 46,107 shares of RDVY stock, worth $2.8 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

46,107

Previous 46,893 1.68%

Holding current value

$2.8 Million

Previous $2.77 Million 2.67%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$57.22 - $63.39 $44,974 - $49,824	-786 Reduced 1.68%	46,107 $2.7 Million
Q4 2024 Feb 04, 2025	SELL	$58.65 - $64.37 $802,214 - $880,452	-13,678 Reduced 22.58%	46,893 $2.77 Million
Q3 2024 Nov 12, 2024	SELL	$53.68 - $59.24 $64,147 - $70,791	-1,195 Reduced 1.93%	60,571 $3.59 Million
Q2 2024 Aug 01, 2024	SELL	$53.05 - $55.95 $51,352 - $54,159	-968 Reduced 1.54%	61,766 $3.38 Million
Q1 2024 May 06, 2024	SELL	$50.05 - $56.17 $19,019 - $21,344	-380 Reduced 0.6%	62,734 $3.52 Million
Q4 2023 Jan 29, 2024	SELL	$43.44 - $52.04 $41,224 - $49,385	-949 Reduced 1.48%	63,114 $3.26 Million
Q3 2023 Nov 08, 2023	BUY	$45.58 - $49.58 $871,990 - $948,514	19,131 Added 42.58%	64,063 $2.94 Million
Q2 2023 Aug 09, 2023	BUY	$42.83 - $47.25 $1.65 Million - $1.81 Million	38,408 Added 588.72%	44,932 $2.12 Million
Q1 2023 May 08, 2023	BUY	$42.66 - $48.92 $278,313 - $319,154	6,524 New	6,524 $292,000

Others Institutions Holding RDVY

# of Institutions

698

Shares Held

181M

Call Options Held

Put Options Held

567

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Account

New Edge Wealth, LLC First Trust Rising Dividend Ac Transaction History