Proactive Wealth Strategies LLC First Trust Rising Dividend Ac Transaction History

Proactive Wealth Strategies LLC

$215 Million
Q3 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 64,148 shares of RDVY stock, worth $4.29 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

64,148

Previous 63,974 0.27%

Holding current value

$4.29 Million

Previous $4.01 Million 7.47%

% of portfolio

2.01%

Previous 1.9%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$62.38 - $67.29 $10,854 - $11,708	174 Added 0.27%	64,148 $4.31 Million
Q2 2025 Aug 13, 2025	SELL	$51.6 - $62.74 $103,458 - $125,793	-2,005 Reduced 3.04%	63,974 $4.01 Million
Q1 2025 Apr 23, 2025	SELL	$57.22 - $63.39 $15,563 - $17,242	-272 Reduced 0.41%	65,979 $3.86 Million
Q4 2024 Jan 31, 2025	BUY	$58.65 - $64.37 $216,829 - $237,975	3,697 Added 5.91%	66,251 $3.92 Million
Q3 2024 Nov 04, 2024	BUY	$53.68 - $59.24 $3.36 Million - $3.71 Million	62,554 New	62,554 $3.7 Million

Others Institutions Holding RDVY

# of Institutions

745

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 Proactive Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proactive Wealth Strategies LLC with notifications on news.

Account

Proactive Wealth Strategies LLC First Trust Rising Dividend Ac Transaction History