Merkkuri Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History

Merkkuri Wealth Advisors LLC

  • $138 Billion
  • Q3 2025

A detailed history of Merkkuri Wealth Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 7,365 shares of RDVY stock, worth $492,939. This represents 0.36% of its overall portfolio holdings.

Number of Shares
7,365
Previous 8,298 11.24%
Holding current value
$492,939
Previous $521 Million 4.84%
% of portfolio
0.36%
Previous 0.4%

Shares

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

Oct 29, 2025
SELL
$62.38 - $67.29 $58,200 - $62,781
-933 Reduced 11.24%
7,365 $495 Million
Q2 2025

Aug 04, 2025
SELL
$51.6 - $62.74 $106,812 - $129,871
-2,070 Reduced 19.97%
8,298 $521 Million
Q1 2025

Apr 22, 2025
SELL
$57.22 - $63.39 $2,403 - $2,662
-42 Reduced 0.4%
10,368 $607 Million
Q4 2024

Jan 21, 2025
SELL
$58.65 - $64.37 $97,593 - $107,111
-1,664 Reduced 13.78%
10,410 $616 Million
Q3 2024

Oct 23, 2024
SELL
$53.68 - $59.24 $16,426 - $18,127
-306 Reduced 2.47%
12,074 $715 Million
Q2 2024

Oct 23, 2024
BUY
$53.05 - $55.95 $656,759 - $692,661
12,380 New
12,380 $678 Million

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
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More about RDVY
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