Strategies Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Strategies Wealth Advisors, LLC

  • $916 Billion
  • Q2 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 5,420 shares of RDVY stock, worth $360,863. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,420
Previous 4,024 34.69%
Holding current value
$360,863
Previous $236 Million 44.35%
% of portfolio
0.04%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$51.6 - $62.74 $72,033 - $87,585
1,396 Added 34.69%
5,420 $340 Million
Q1 2025

May 14, 2025
BUY
$57.22 - $63.39 $972 - $1,077
17 Added 0.42%
4,024 $236 Million
Q4 2024

Feb 13, 2025
BUY
$58.65 - $64.37 $1,173 - $1,287
20 Added 0.5%
4,007 $250 Million
Q3 2024

Oct 07, 2024
BUY
$53.68 - $59.24 $697 - $770
13 Added 0.33%
3,987 $236 Million
Q2 2024

Jul 29, 2024
SELL
$53.05 - $55.95 $18,196 - $19,190
-343 Reduced 7.95%
3,974 $218 Million
Q1 2024

Apr 22, 2024
BUY
$50.05 - $56.17 $216,065 - $242,485
4,317 New
4,317 $242 Million

Others Institutions Holding RDVY

# of Institutions
722
Shares Held
190M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
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