Atlas Wealth LLC First Trust Rising Dividend Ac Transaction History

Atlas Wealth LLC

$189 Million
Q3 2025

A detailed history of Atlas Wealth LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Atlas Wealth LLC holds 35,892 shares of RDVY stock, worth $2.4 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

35,892

Previous 32,580 10.17%

Holding current value

$2.4 Million

Previous $2.04 Million 18.1%

% of portfolio

1.28%

Previous 1.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$62.38 - $67.29 $206,602 - $222,864	3,312 Added 10.17%	35,892 $2.41 Million
Q2 2025 Aug 05, 2025	SELL	$51.6 - $62.74 $116,151 - $141,227	-2,251 Reduced 6.46%	32,580 $2.04 Million
Q1 2025 May 08, 2025	BUY	$57.22 - $63.39 $429,321 - $475,615	7,503 Added 27.46%	34,831 $2.04 Million
Q4 2024 Feb 11, 2025	BUY	$58.65 - $64.37 $382,398 - $419,692	6,520 Added 31.33%	27,328 $1.62 Million
Q3 2024 Nov 14, 2024	BUY	$53.68 - $59.24 $825,383 - $910,874	15,376 Added 283.06%	20,808 $1.23 Billion

Q2 2024 Jul 31, 2024	BUY	$53.05 - $55.95 $32,784 - $34,577	618 Added 12.84%	5,432 $298 Million
Q1 2024 May 10, 2024	BUY	$50.05 - $56.17 $240,940 - $270,402	4,814 New	4,814 $270 Million
Q4 2022 Feb 14, 2023	BUY	$39.34 - $47.06 $217,746 - $260,477	5,535 New	5,535 $243 Million

Others Institutions Holding RDVY

# of Institutions

745

Shares Held

204M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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