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

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Iht Wealth Management, LLC holds 256,849 shares of RDVY stock, worth $17.2 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
256,849
Previous 236,612 8.55%
Holding current value
$17.2 Million
Previous $14.8 Million 16.37%
% of portfolio
0.47%
Previous 0.43%

Shares

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

Nov 14, 2025
BUY
$62.38 - $67.29 $1.26 Million - $1.36 Million
20,237 Added 8.55%
256,849 $17.3 Million
Q2 2025

Aug 14, 2025
BUY
$51.6 - $62.74 $188,340 - $229,001
3,650 Added 1.57%
236,612 $14.8 Million
Q1 2025

May 15, 2025
SELL
$57.22 - $63.39 $161,589 - $179,013
-2,824 Reduced 1.2%
232,962 $13.6 Million
Q4 2024

Feb 14, 2025
SELL
$58.65 - $64.37 $691,542 - $758,986
-11,791 Reduced 4.76%
235,786 $13.9 Million
Q3 2024

Nov 14, 2024
BUY
$53.68 - $59.24 $2.44 Million - $2.69 Million
45,427 Added 22.47%
247,577 $14.7 Million
Q2 2024

Aug 14, 2024
SELL
$53.05 - $55.95 $346,204 - $365,129
-6,526 Reduced 3.13%
202,150 $11.1 Million
Q1 2024

May 15, 2024
SELL
$50.05 - $56.17 $2.76 Million - $3.1 Million
-55,131 Reduced 20.9%
208,676 $11.7 Million
Q4 2023

Feb 14, 2024
BUY
$43.44 - $52.04 $844,299 - $1.01 Million
19,436 Added 7.95%
263,807 $13.6 Million
Q3 2023

Nov 14, 2023
BUY
$45.58 - $49.58 $872,629 - $949,209
19,145 Added 8.5%
244,371 $11.2 Million
Q2 2023

Aug 14, 2023
SELL
$42.83 - $47.25 $25,783 - $28,444
-602 Reduced 0.27%
225,226 $10.6 Million
Q1 2023

May 15, 2023
BUY
$42.66 - $48.92 $105,498 - $120,979
2,473 Added 1.11%
225,828 $10.1 Million
Q4 2022

Feb 14, 2023
SELL
$39.34 - $47.06 $395,367 - $472,953
-10,050 Reduced 4.31%
223,355 $9.81 Million
Q3 2022

Nov 22, 2022
BUY
$38.88 - $46.42 $678,183 - $809,704
17,443 Added 8.08%
233,405 $9.08 Million
Q2 2022

Aug 15, 2022
SELL
$40.42 - $49.12 $155,253 - $188,669
-3,841 Reduced 1.75%
215,962 $8.84 Million
Q1 2022

May 16, 2022
BUY
$46.62 - $52.79 $1.52 Million - $1.73 Million
32,685 Added 17.47%
219,803 $10.8 Million
Q4 2021

Feb 14, 2022
BUY
$47.66 - $52.06 $947,909 - $1.04 Million
19,889 Added 11.89%
187,118 $9.69 Million
Q3 2021

Nov 15, 2021
BUY
$46.43 - $49.91 $851,061 - $914,850
18,330 Added 12.31%
167,229 $7.94 Million
Q2 2021

Aug 16, 2021
BUY
$46.13 - $49.37 $6.52 Million - $6.98 Million
141,392 Added 1883.47%
148,899 $7.15 Million
Q1 2021

May 18, 2021
BUY
$39.09 - $45.86 $293,448 - $344,271
7,507 New
7,507 $342,000
Q3 2020

Nov 19, 2020
SELL
$30.37 - $34.47 $199,834 - $226,812
-6,580 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$23.99 - $33.86 $145,211 - $204,954
-6,053 Reduced 47.91%
6,580 $203,000
Q1 2020

May 13, 2020
SELL
$21.81 - $36.72 $296,070 - $498,474
-13,575 Reduced 51.8%
12,633 $324,000
Q4 2019

Feb 18, 2020
BUY
$30.59 - $36.03 $129,793 - $152,875
4,243 Added 19.32%
26,208 $940,000
Q3 2019

Nov 15, 2019
SELL
$29.39 - $32.57 $5,025 - $5,569
-171 Reduced 0.77%
21,965 $700,000
Q2 2019

Aug 12, 2019
BUY
$28.54 - $31.76 $104,285 - $116,051
3,654 Added 19.77%
22,136 $688,000
Q1 2019

May 16, 2019
BUY
$25.94 - $30.51 $138,493 - $162,892
5,339 Added 40.62%
18,482 $551,000
Q4 2018

Feb 15, 2019
BUY
$24.76 - $31.67 $99,411 - $127,155
4,015 Added 43.99%
13,143 $348,000
Q3 2018

Nov 14, 2018
BUY
$29.72 - $31.91 $53,555 - $57,501
1,802 Added 24.6%
9,128 $288,000
Q2 2018

Aug 13, 2018
BUY
$28.98 - $31.19 $55,380 - $59,604
1,911 Added 35.29%
7,326 $219,000
Q1 2018

May 15, 2018
BUY
$28.86 - $31.88 $66,522 - $73,483
2,305 Added 74.12%
5,415 $157,000
Q4 2017

Feb 14, 2018
BUY
$28.03 - $30.12 $87,173 - $93,673
3,110
3,110 $95,000

Others Institutions Holding RDVY

# of Institutions
748
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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