Sanchez Wealth Management Group First Trust Rising Dividend Ac Transaction History

Sanchez Wealth Management Group

$386 Million
Q2 2025

A detailed history of Sanchez Wealth Management Group transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sanchez Wealth Management Group holds 199,426 shares of RDVY stock, worth $13.3 Million. This represents 3.24% of its overall portfolio holdings.

Number of Shares

199,426

Previous 195,146 2.19%

Holding current value

$13.3 Million

Previous $11.4 Million 9.52%

% of portfolio

3.24%

Previous 3.35%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$51.6 - $62.74 $220,848 - $268,527	4,280 Added 2.19%	199,426 $12.5 Million
Q1 2025 Apr 16, 2025	BUY	$57.22 - $63.39 $241,296 - $267,315	4,217 Added 2.21%	195,146 $11.4 Million
Q4 2024 Jan 28, 2025	BUY	$58.65 - $64.37 $1.01 Million - $1.11 Million	17,223 Added 9.92%	190,929 $11.3 Million
Q3 2024 Nov 05, 2024	SELL	$53.68 - $59.24 $160,181 - $176,772	-2,984 Reduced 1.69%	173,706 $10.3 Million
Q2 2024 Jul 17, 2024	BUY	$53.05 - $55.95 $99,044 - $104,458	1,867 Added 1.07%	176,690 $9.67 Million
Q1 2024 May 07, 2024	SELL	$50.05 - $56.17 $256,205 - $287,534	-5,119 Reduced 2.84%	174,823 $9.82 Million
Q4 2023 Jan 16, 2024	SELL	$43.44 - $52.04 $5.93 Million - $7.1 Million	-136,448 Reduced 43.13%	179,942 $9.3 Million
Q3 2023 Oct 27, 2023	BUY	$45.58 - $49.58 $147,041 - $159,945	3,226 Added 1.03%	316,390 $14.5 Million
Q2 2023 Aug 01, 2023	BUY	$42.83 - $47.25 $298,824 - $329,663	6,977 Added 2.28%	313,164 $14.8 Million
Q1 2023 May 04, 2023	SELL	$42.66 - $48.92 $66,890 - $76,706	-1,568 Reduced 0.51%	306,187 $13.7 Million
Q4 2022 Feb 08, 2023	BUY	$39.34 - $47.06 $182,970 - $218,876	4,651 Added 1.53%	307,755 $13.5 Million
Q3 2022 Oct 13, 2022	BUY	$38.88 - $46.42 $7.54 Million - $9 Million	193,984 Added 177.77%	303,104 $11.8 Million
Q2 2022 Jul 13, 2022	BUY	$40.42 - $49.12 $66,207 - $80,458	1,638 Added 1.52%	109,120 $4.47 Million
Q1 2022 Apr 19, 2022	BUY	$46.62 - $52.79 $5.01 Million - $5.67 Million	107,482 New	107,482 $5.27 Million

Others Institutions Holding RDVY

# of Institutions

719

Shares Held

190M

Call Options Held

Put Options Held

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 Sanchez Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Sanchez Wealth Management Group with notifications on news.

Account

Sanchez Wealth Management Group First Trust Rising Dividend Ac Transaction History