Bank Plus Wealth Management LLC First Trust Rising Dividend Ac Transaction History

Bank Plus Wealth Management LLC

$170 Billion
Q3 2025

A detailed history of Bank Plus Wealth Management LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 37,597 shares of RDVY stock, worth $2.52 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

37,597

Previous 27,731 35.58%

Holding current value

$2.52 Million

Previous $1.74 Billion 45.35%

% of portfolio

1.49%

Previous 1.15%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$62.38 - $67.29 $615,441 - $663,883	9,866 Added 35.58%	37,597 $2.53 Billion
Q2 2025 Jul 16, 2025	BUY	$51.6 - $62.74 $252,427 - $306,924	4,892 Added 21.42%	27,731 $1.74 Billion
Q1 2025 Apr 25, 2025	SELL	$57.22 - $63.39 $2.43 Million - $2.69 Million	-42,417 Reduced 65.0%	22,839 $1.34 Billion
Q4 2024 Jan 22, 2025	BUY	$58.65 - $64.37 $3.83 Million - $4.2 Million	65,256 New	65,256 $3.86 Billion

Others Institutions Holding RDVY

# of Institutions

745

Shares Held

204M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

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Bank Plus Wealth Management LLC First Trust Rising Dividend Ac Transaction History