Guided Capital Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Guided Capital Wealth Management, LLC

  • $117 Billion
  • Q3 2025

A detailed history of Guided Capital Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Guided Capital Wealth Management, LLC holds 95,944 shares of RDVY stock, worth $6.42 Million. This represents 5.53% of its overall portfolio holdings.

Number of Shares
95,944
Previous 134,022 28.41%
Holding current value
$6.42 Million
Previous $8.41 Billion 23.25%
% of portfolio
5.53%
Previous 6.48%

Shares

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

Oct 08, 2025
SELL
$62.38 - $67.29 $2.38 Million - $2.56 Million
-38,078 Reduced 28.41%
95,944 $6.45 Billion
Q2 2025

Jul 10, 2025
SELL
$51.6 - $62.74 $103,612 - $125,981
-2,008 Reduced 1.48%
134,022 $8.41 Billion
Q1 2025

Apr 21, 2025
BUY
$57.22 - $63.39 $177,610 - $196,762
3,104 Added 2.34%
136,030 $7.96 Billion
Q4 2024

Jan 29, 2025
BUY
$58.65 - $64.37 $7.8 Million - $8.56 Million
132,926 New
132,926 $7.86 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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