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

Northwest Wealth Management, LLC

$596 Million
Q3 2025

A detailed history of Northwest Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 6,539 shares of RDVY stock, worth $437,655. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,539

Previous 6,539 -0.0%

Holding current value

$437,655

Previous $410,000 7.07%

% of portfolio

0.07%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$51.6 - $62.74 $26,574 - $32,311	515 Added 8.55%	6,539 $410,000
Q1 2025 Apr 25, 2025	BUY	$57.22 - $63.39 $344,693 - $381,861	6,024 New	6,024 $352,000
Q2 2019 Jul 23, 2019	SELL	$28.54 - $31.76 $91,499 - $101,822	-3,206 Closed	0 $0
Q1 2019 Apr 12, 2019	BUY	$25.94 - $30.51 $907 - $1,067	35 Added 1.1%	3,206 $96,000
Q4 2018 Jan 24, 2019	SELL	$24.76 - $31.67 $200,828 - $256,875	-8,111 Reduced 71.89%	3,171 $84,000

Q3 2018 Oct 11, 2018	BUY	$29.72 - $31.91 $980 - $1,053	33 Added 0.29%	11,282 $356,000
Q2 2018 Jul 10, 2018	BUY	$28.98 - $31.19 $29,530 - $31,782	1,019 Added 9.96%	11,249 $337,000
Q1 2018 Apr 13, 2018	BUY	$28.86 - $31.88 $71,601 - $79,094	2,481 Added 32.02%	10,230 $304,000
Q4 2017 Jan 31, 2018	BUY	$28.03 - $30.12 $217,204 - $233,399	7,749	7,749 $232,000

Others Institutions Holding RDVY

# of Institutions

747

Shares Held

204M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Northwest Wealth Management, LLC First Trust Rising Dividend Ac Transaction History