Genesis Private Wealth, LLC First Trust Rising Dividend Ac Transaction History

Genesis Private Wealth, LLC

  • $238 Billion
  • Q3 2025

A detailed history of Genesis Private Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 104,632 shares of RDVY stock, worth $7 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares
104,632
Previous 101,759 2.82%
Holding current value
$7 Million
Previous $6.38 Billion 10.23%
% of portfolio
2.96%
Previous 3.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
BUY
$62.38 - $67.29 $179,217 - $193,324
2,873 Added 2.82%
104,632 $7.04 Billion
Q2 2025

Jul 17, 2025
BUY
$51.6 - $62.74 $153,355 - $186,463
2,972 Added 3.01%
101,759 $6.38 Billion
Q1 2025

Apr 23, 2025
BUY
$57.22 - $63.39 $204,160 - $226,175
3,568 Added 3.75%
98,787 $5.78 Billion
Q4 2024

Jan 17, 2025
BUY
$58.65 - $64.37 $5.58 Million - $6.13 Million
95,219 New
95,219 $5.63 Billion

Others Institutions Holding RDVY

# of Institutions
745
Shares Held
204M
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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