Sfg Wealth Management, Llc. First Trust Rising Dividend Ac Transaction History

Sfg Wealth Management, Llc.

$165 Million
Q2 2025

A detailed history of Sfg Wealth Management, Llc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 14,377 shares of RDVY stock, worth $957,220. This represents 0.55% of its overall portfolio holdings.

Number of Shares

14,377

Previous 13,451 6.88%

Holding current value

$957,220

Previous $787,000 14.61%

% of portfolio

0.55%

Previous 0.41%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$51.6 - $62.74 $47,781 - $58,097	926 Added 6.88%	14,377 $902,000
Q1 2025 Apr 23, 2025	BUY	$57.22 - $63.39 $25,577 - $28,335	447 Added 3.44%	13,451 $787,000
Q4 2024 Jan 16, 2025	BUY	$58.65 - $64.37 $101,699 - $111,617	1,734 Added 15.39%	13,004 $769,000
Q3 2024 Oct 31, 2024	BUY	$53.68 - $59.24 $36,931 - $40,757	688 Added 6.5%	11,270 $667,000
Q2 2024 Jul 19, 2024	BUY	$53.05 - $55.95 $111,670 - $117,774	2,105 Added 24.83%	10,582 $579,000
Q1 2024 Apr 26, 2024	BUY	$50.05 - $56.17 $30,480 - $34,207	609 Added 7.74%	8,477 $476,000
Q4 2023 Jan 19, 2024	SELL	$43.44 - $52.04 $8,688 - $10,408	-200 Reduced 2.48%	7,868 $406,000
Q3 2023 Oct 19, 2023	SELL	$45.58 - $49.58 $14,813 - $16,113	-325 Reduced 3.87%	8,068 $370,000
Q2 2023 Jul 14, 2023	SELL	$42.83 - $47.25 $7,024 - $7,749	-164 Reduced 1.92%	8,393 $395,000
Q1 2023 Apr 11, 2023	SELL	$42.66 - $48.92 $9,171 - $10,517	-215 Reduced 2.45%	8,557 $383,000
Q4 2022 Jan 31, 2023	SELL	$39.34 - $47.06 $61,449 - $73,507	-1,562 Reduced 15.12%	8,772 $385,000
Q3 2022 Oct 12, 2022	SELL	$38.88 - $46.42 $3,654 - $4,363	-94 Reduced 0.9%	10,334 $402,000
Q2 2022 Jul 13, 2022	SELL	$40.42 - $49.12 $595,629 - $723,832	-14,736 Reduced 58.56%	10,428 $427,000
Q1 2022 Apr 22, 2022	BUY	$46.62 - $52.79 $244,382 - $276,725	5,242 Added 26.31%	25,164 $1.23 Million
Q4 2021 Feb 14, 2022	BUY	$47.66 - $52.06 $949,482 - $1.04 Million	19,922 New	19,922 $1.03 Million

Others Institutions Holding RDVY

# of Institutions

728

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 Sfg Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.

Account

Sfg Wealth Management, Llc. First Trust Rising Dividend Ac Transaction History