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

Trueblood Wealth Management, LLC

$256 Billion
Q4 2025

A detailed history of Trueblood Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 14,144 shares of RDVY stock, worth $946,657. This represents 0.38% of its overall portfolio holdings.

Number of Shares

14,144

Previous 14,154 0.07%

Holding current value

$946,657

Previous $952 Million 3.21%

% of portfolio

0.38%

Previous 0.37%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$65.02 - $68.31 $650 - $683	-10 Reduced 0.07%	14,144 $983 Million
Q3 2025 Oct 23, 2025	SELL	$62.38 - $67.29 $2,245 - $2,422	-36 Reduced 0.25%	14,154 $952 Million
Q2 2025 Jul 22, 2025	BUY	$51.6 - $62.74 $11,919 - $14,492	231 Added 1.65%	14,190 $890 Million
Q1 2025 Apr 15, 2025	BUY	$57.22 - $63.39 $98,761 - $109,411	1,726 Added 14.11%	13,959 $817 Million
Q4 2024 Jan 16, 2025	BUY	$58.65 - $64.37 $9,794 - $10,749	167 Added 1.38%	12,233 $723 Million

Q3 2024 Oct 23, 2024	BUY	$53.68 - $59.24 $233,346 - $257,516	4,347 Added 56.32%	12,066 $714 Million
Q2 2024 Aug 07, 2024	BUY	$53.05 - $55.95 $99,150 - $104,570	1,869 Added 31.95%	7,719 $423 Million
Q1 2024 Apr 26, 2024	SELL	$50.05 - $56.17 $102,402 - $114,923	-2,046 Reduced 25.91%	5,850 $329 Million
Q4 2023 Jan 18, 2024	BUY	$43.44 - $52.04 $343,002 - $410,907	7,896 New	7,896 $408 Million

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