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 $16.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

242,829

Previous 254,976 4.76%

Holding current value

$16.2 Million

Previous $14.9 Million 2.07%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

719

Shares Held

190M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

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