Wealth Effects LLC First Trust Rising Dividend Ac Transaction History

Wealth Effects LLC

  • $218 Million
  • Q1 2025

A detailed history of Wealth Effects LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wealth Effects LLC holds 34,532 shares of RDVY stock, worth $2.1 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
34,532
Previous 34,830 0.86%
Holding current value
$2.1 Million
Previous $2.06 Million 1.85%
% of portfolio
0.93%
Previous 0.81%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$57.22 - $63.39 $17,051 - $18,890
-298 Reduced 0.86%
34,532 $2.02 Million
Q4 2024

Jan 22, 2025
BUY
$58.65 - $64.37 $11,730 - $12,874
200 Added 0.58%
34,830 $2.06 Million
Q3 2024

Oct 21, 2024
SELL
$53.68 - $59.24 $5,045 - $5,568
-94 Reduced 0.27%
34,630 $2.05 Million
Q2 2024

Aug 02, 2024
SELL
$53.05 - $55.95 $4,827 - $5,091
-91 Reduced 0.26%
34,724 $1.9 Million
Q1 2024

Apr 22, 2024
BUY
$50.05 - $56.17 $15,415 - $17,300
308 Added 0.89%
34,815 $1.96 Million
Q4 2023

Jan 29, 2024
BUY
$43.44 - $52.04 $33,231 - $39,810
765 Added 2.27%
34,507 $1.78 Million
Q3 2023

Oct 16, 2023
BUY
$45.58 - $49.58 $455 - $495
10 Added 0.03%
33,742 $1.55 Million
Q2 2023

Jul 18, 2023
BUY
$42.83 - $47.25 $14,348 - $15,828
335 Added 1.0%
33,732 $1.59 Million
Q1 2023

May 04, 2023
SELL
$42.66 - $48.92 $16,936 - $19,421
-397 Reduced 1.17%
33,397 $1.5 Million
Q4 2022

Feb 02, 2023
BUY
$39.34 - $47.06 $511 - $611
13 Added 0.04%
33,794 $1.48 Million
Q3 2022

Nov 14, 2022
BUY
$38.88 - $46.42 $13,957 - $16,664
359 Added 1.07%
33,781 $1.31 Million
Q2 2022

Aug 03, 2022
BUY
$40.42 - $49.12 $50,848 - $61,792
1,258 Added 3.91%
33,422 $1.37 Million
Q1 2022

May 16, 2022
SELL
$46.62 - $52.79 $4,428 - $5,015
-95 Reduced 0.29%
32,164 $1.58 Million
Q4 2021

Feb 09, 2022
BUY
$47.66 - $52.06 $1.54 Million - $1.68 Million
32,259 New
32,259 $1.67 Million

Others Institutions Holding RDVY

# of Institutions
696
Shares Held
181M
Call Options Held
0
Put Options Held
567
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
  • Sector ETFs
  • Industry ETFs
More about RDVY
Track This Portfolio

Track Wealth Effects LLC Portfolio

Follow Wealth Effects LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealth Effects LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email