Simplicity Wealth,Llc First Trust Rising Dividend Ac Transaction History

Simplicity Wealth,Llc

$1.5 Billion
Q4 2025

A detailed history of Simplicity Wealth,Llc transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Simplicity Wealth,Llc holds 9,513 shares of RDVY stock, worth $636,705. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,513

Previous 9,449 0.68%

Holding current value

$636,705

Previous $635,000 0.16%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 30, 2026	BUY	$65.02 - $68.31 $4,161 - $4,371	64 Added 0.68%	9,513 $636,000
Q3 2025 Oct 30, 2025	SELL	$62.38 - $67.29 $585,373 - $631,449	-9,384 Reduced 49.83%	9,449 $635,000
Q2 2025 Jul 22, 2025	SELL	$51.6 - $62.74 $17,492 - $21,268	-339 Reduced 1.77%	18,833 $1.18 Million
Q1 2025 Apr 14, 2025	BUY	$57.22 - $63.39 $828,259 - $917,570	14,475 Added 308.18%	19,172 $1.11 Million
Q4 2024 Feb 07, 2025	SELL	$58.65 - $64.37 $520,166 - $570,897	-8,869 Reduced 65.38%	4,697 $277,000

Q3 2024 Oct 09, 2024	SELL	$53.68 - $59.24 $338,022 - $373,034	-6,297 Reduced 31.7%	13,566 $803,000
Q2 2024 Jul 10, 2024	BUY	$53.05 - $55.95 $87,797 - $92,597	1,655 Added 9.09%	19,863 $1.09 Million
Q1 2024 Apr 24, 2024	BUY	$50.05 - $56.17 $911,310 - $1.02 Million	18,208 New	18,208 $1.02 Million

Others Institutions Holding RDVY

# of Institutions

760

Shares Held

206M

Call Options Held

Put Options Held

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

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Simplicity Wealth,Llc First Trust Rising Dividend Ac Transaction History