Axxcess Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Axxcess Wealth Management, LLC

$4.58 Billion
Q3 2025

A detailed history of Axxcess Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 72,835 shares of RDVY stock, worth $4.87 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

72,835

Previous 71,379 2.04%

Holding current value

$4.87 Million

Previous $4.48 Million 9.38%

% of portfolio

0.11%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$62.38 - $67.29 $90,825 - $97,974	1,456 Added 2.04%	72,835 $4.9 Million
Q2 2025 Jul 28, 2025	SELL	$51.6 - $62.74 $362,851 - $441,187	-7,032 Reduced 8.97%	71,379 $4.48 Million
Q1 2025 Apr 30, 2025	SELL	$57.22 - $63.39 $115,241 - $127,667	-2,014 Reduced 2.5%	78,411 $4.59 Million
Q4 2024 Feb 10, 2025	BUY	$58.65 - $64.37 $23,753 - $26,069	405 Added 0.51%	80,425 $4.76 Million
Q3 2024 Nov 04, 2024	BUY	$53.68 - $59.24 $787,056 - $868,576	14,662 Added 22.43%	80,020 $4.74 Million

Q2 2024 Aug 09, 2024	BUY	$53.05 - $55.95 $108,009 - $113,914	2,036 Added 3.22%	65,358 $3.58 Million
Q1 2024 May 14, 2024	SELL	$50.05 - $56.17 $59,659 - $66,954	-1,192 Reduced 1.85%	63,322 $3.56 Million
Q4 2023 Feb 06, 2024	BUY	$43.44 - $52.04 $282,229 - $338,103	6,497 Added 11.2%	64,514 $3.33 Million
Q3 2023 Nov 14, 2023	BUY	$45.58 - $49.58 $2.64 Million - $2.88 Million	58,017 New	58,017 $2.67 Million
Q2 2022 Aug 11, 2022	SELL	$40.42 - $49.12 $15.4 Million - $18.8 Million	-382,023 Closed	0 $0
Q1 2022 Aug 11, 2022	SELL	$46.62 - $52.79 $961,490 - $1.09 Million	-20,624 Reduced 5.12%	382,023 $18.7 Million
Q4 2021 Aug 11, 2022	BUY	$47.66 - $52.06 $19.2 Million - $21 Million	402,647 New	402,647 $20.9 Million

Others Institutions Holding RDVY

# of Institutions

760

Shares Held

206M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

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

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Account

Axxcess Wealth Management, LLC First Trust Rising Dividend Ac Transaction History