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

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Modern Wealth Management, LLC holds 58,482 shares of RDVY stock, worth $3.91 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

58,482

Previous 56,241 3.98%

Holding current value

$3.91 Million

Previous $3.53 Million 111394.08%

% of portfolio

0.08%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$62.38 - $67.29 $139,793 - $150,796	2,241 Added 3.98%	58,482 $3.93 Billion
Q2 2025 Aug 14, 2025	BUY	$51.6 - $62.74 $152,736 - $185,710	2,960 Added 5.56%	56,241 $3.53 Million
Q1 2025 May 30, 2025	BUY	$57.22 - $63.39 $114,211 - $126,526	1,996 Added 3.89%	53,281 $3.12 Million
Q1 2025 May 15, 2025	BUY	$57.22 - $63.39 $76,388 - $84,625	1,335 Added 2.67%	51,285 $3 Billion
Q4 2024 May 30, 2025	SELL	$58.65 - $64.37 $308,499 - $338,586	-5,260 Reduced 10.26%	46,025 $2.72 Million

Q4 2024 May 29, 2025	SELL	$58.65 - $64.37 $308,499 - $338,586	-5,260 Reduced 10.26%	46,025 $2.72 Million
Q4 2024 Feb 11, 2025	BUY	$58.65 - $64.37 $2.93 Million - $3.22 Million	49,950 New	49,950 $3.11 Billion

Others Institutions Holding RDVY

# of Institutions

748

Shares Held

204M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Account

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