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

Guided Capital Wealth Management, LLC

$143 Billion
Q4 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 117,319 shares of RDVY stock, worth $7.85 Million. This represents 5.71% of its overall portfolio holdings.

Number of Shares

117,319

Previous 95,944 22.28%

Holding current value

$7.85 Million

Previous $6.45 Billion 26.3%

% of portfolio

5.71%

Previous 5.53%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$65.02 - $68.31 $1.39 Million - $1.46 Million	21,375 Added 22.28%	117,319 $8.15 Billion
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

751

Shares Held

205M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

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