Mattern Wealth Management LLC First Trust Rising Dividend Ac Transaction History

Mattern Wealth Management LLC

$456 Million
Q3 2025

A detailed history of Mattern Wealth Management LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Mattern Wealth Management LLC holds 61,401 shares of RDVY stock, worth $4.11 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

61,401

Previous 61,401 -0.0%

Holding current value

$4.11 Million

Previous $3.85 Million 7.19%

% of portfolio

0.91%

Previous 0.88%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$50.05 - $56.17 $1,201 - $1,348	24 Added 0.04%	61,401 $3.45 Million
Q4 2022 Feb 06, 2023	SELL	$39.34 - $47.06 $8.82 Million - $10.5 Million	-224,113 Reduced 78.5%	61,377 $2.7 Million
Q3 2022 Nov 01, 2022	SELL	$38.88 - $46.42 $656,294 - $783,569	-16,880 Reduced 5.58%	285,490 $11.1 Million
Q2 2022 Jul 25, 2022	SELL	$40.42 - $49.12 $1.13 Million - $1.37 Million	-27,853 Reduced 8.43%	302,370 $12.4 Million
Q1 2022 Apr 14, 2022	BUY	$46.62 - $52.79 $10.3 Million - $11.6 Million	220,481 Added 200.91%	330,223 $16.2 Million

Q4 2021 Jan 27, 2022	BUY	$47.66 - $52.06 $4.88 Million - $5.33 Million	102,328 Added 1380.2%	109,742 $5.68 Million
Q3 2021 Oct 13, 2021	BUY	$46.43 - $49.91 $344,232 - $370,032	7,414 New	7,414 $352,000

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
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Mattern Wealth Management LLC First Trust Rising Dividend Ac Transaction History