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

Genesis Private Wealth, LLC

$322 Billion
Q4 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 112,076 shares of RDVY stock, worth $7.5 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares

112,076

Previous 104,632 7.11%

Holding current value

$7.5 Million

Previous $7.04 Billion 10.63%

% of portfolio

2.42%

Previous 2.96%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$65.02 - $68.31 $484,008 - $508,499	7,444 Added 7.11%	112,076 $7.79 Billion
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

747

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