Spectrum Wealth Advisory Group, LLC First Trust Rising Dividend Ac Transaction History

Spectrum Wealth Advisory Group, LLC

$215 Million
Q2 2025

A detailed history of Spectrum Wealth Advisory Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Spectrum Wealth Advisory Group, LLC holds 296,274 shares of RDVY stock, worth $20 Million. This represents 8.66% of its overall portfolio holdings.

Number of Shares

296,274

Previous 293,346 1.0%

Holding current value

$20 Million

Previous $17.2 Million 8.25%

% of portfolio

8.66%

Previous 8.24%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$51.6 - $62.74 $151,084 - $183,702	2,928 Added 1.0%	296,274 $18.6 Million
Q1 2025 May 15, 2025	BUY	$57.22 - $63.39 $2.5 Million - $2.77 Million	43,744 Added 17.53%	293,346 $17.2 Million
Q4 2024 Jan 30, 2025	BUY	$58.65 - $64.37 $2.36 Million - $2.59 Million	40,310 Added 19.26%	249,602 $14.8 Million
Q3 2024 Nov 07, 2024	BUY	$53.68 - $59.24 $11.2 Million - $12.4 Million	209,292 New	209,292 $12.4 Million

Others Institutions Holding RDVY

# of Institutions

713

Shares Held

190M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

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Spectrum Wealth Advisory Group, LLC First Trust Rising Dividend Ac Transaction History