National Wealth Management Group, LLC First Trust Rising Dividend Ac Transaction History

National Wealth Management Group, LLC

$289 Billion
Q4 2025

A detailed history of National Wealth Management Group, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, National Wealth Management Group, LLC holds 23,301 shares of RDVY stock, worth $1.56 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

23,301

Previous 18,582 25.4%

Holding current value

$1.56 Million

Previous $1.25 Billion 29.52%

% of portfolio

0.56%

Previous 0.47%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$65.02 - $68.31 $306,829 - $322,354	4,719 Added 25.4%	23,301 $1.62 Billion
Q3 2025 Oct 31, 2025	BUY	$62.38 - $67.29 $92,384 - $99,656	1,481 Added 8.66%	18,582 $1.25 Billion
Q2 2025 Sep 25, 2025	BUY	$51.6 - $62.74 $119,866 - $145,745	2,323 Added 15.72%	17,101 $1.07 Billion
Q1 2025 May 15, 2025	BUY	$57.22 - $63.39 $336,396 - $372,669	5,879 Added 66.06%	14,778 $865 Million
Q4 2024 Feb 12, 2025	BUY	$58.65 - $64.37 $50,321 - $55,229	858 Added 10.67%	8,899 $526 Million

Q3 2024 Nov 13, 2024	BUY	$53.68 - $59.24 $192,281 - $212,197	3,582 Added 80.33%	8,041 $476 Million
Q2 2024 Aug 09, 2024	SELL	$53.05 - $55.95 $26,949 - $28,422	-508 Reduced 10.23%	4,459 $244 Million
Q1 2024 May 17, 2024	SELL	$50.05 - $56.17 $112,712 - $126,494	-2,252 Reduced 31.2%	4,967 $279 Million
Q4 2023 Feb 01, 2024	SELL	$43.44 - $52.04 $6,646 - $7,962	-153 Reduced 2.08%	7,219 $373 Million
Q3 2023 Nov 13, 2023	SELL	$45.58 - $49.58 $124,706 - $135,650	-2,736 Reduced 27.07%	7,372 $339 Million
Q2 2023 Aug 09, 2023	BUY	$42.83 - $47.25 $74,224 - $81,884	1,733 Added 20.69%	10,108 $493 Million
Q1 2023 May 15, 2023	BUY	$42.66 - $48.92 $357,277 - $409,705	8,375 New	8,375 $362 Million
Q4 2022 Nov 17, 2023	SELL	$39.34 - $47.06 $362,085 - $433,140	-9,204 Reduced 47.9%	10,013 $440 Million
Q3 2022 Nov 17, 2023	BUY	$38.88 - $46.42 $460,533 - $549,844	11,845 Added 160.68%	19,217 $747 Million
Q2 2022 Nov 17, 2023	SELL	$40.42 - $49.12 $126,272 - $153,450	-3,124 Reduced 11.38%	24,338 $996 Million
Q1 2022 Nov 17, 2023	SELL	$46.62 - $52.79 $816,269 - $924,300	-17,509 Reduced 38.93%	27,462 $1.35 Billion
Q4 2021 Nov 17, 2023	BUY	$47.66 - $52.06 $1.79 Million - $1.96 Million	37,599 Added 510.02%	44,971 $2.33 Billion

Others Institutions Holding RDVY

# of Institutions

747

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 National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

National Wealth Management Group, LLC First Trust Rising Dividend Ac Transaction History