Wealth Enhancement Advisory Services, LLC First Trust Rising Dividend Ac Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 242,829 shares of RDVY stock, worth $15.4 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
242,829
Previous 254,976 4.76%
Holding current value
$15.4 Million
Previous $14.9 Million 2.07%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 10, 2025
SELL
$51.6 - $62.74 $626,785 - $762,102
-12,147 Reduced 4.76%
242,829 $15.2 Million
Q1 2025

Apr 16, 2025
SELL
$57.22 - $63.39 $425,201 - $471,051
-7,431 Reduced 2.83%
254,976 $14.9 Million
Q4 2024

Mar 17, 2025
BUY
$58.65 - $64.37 $6.64 Million - $7.29 Million
113,181 Added 75.85%
262,407 $15.5 Million
Q3 2024

Oct 23, 2024
SELL
$53.68 - $59.24 $189,329 - $208,939
-3,527 Reduced 2.31%
149,226 $8.84 Million
Q2 2024

Jul 16, 2024
SELL
$53.05 - $55.95 $2.09 Million - $2.21 Million
-39,478 Reduced 20.54%
152,753 $8.36 Million
Q1 2024

Apr 15, 2024
SELL
$50.05 - $56.17 $610,409 - $685,049
-12,196 Reduced 5.97%
192,231 $10.8 Million
Q4 2023

Jan 30, 2024
SELL
$43.44 - $52.04 $13,857 - $16,600
-319 Reduced 0.16%
204,427 $10.6 Million
Q3 2023

Nov 13, 2023
BUY
$45.58 - $49.58 $9.33 Million - $10.2 Million
204,746 New
204,746 $9.41 Million

Others Institutions Holding RDVY

# of Institutions
703
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 Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email