Wcg Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2025

A detailed history of Wcg Wealth Advisors LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 17,240 shares of RDVY stock, worth $1.15 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

17,240

Previous 17,023 1.27%

Holding current value

$1.15 Million

Previous $1.07 Million 8.52%

% of portfolio

0.08%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$62.38 - $67.29 $13,536 - $14,601	217 Added 1.27%	17,240 $1.16 Million
Q2 2025 Aug 13, 2025	SELL	$51.6 - $62.74 $74,200 - $90,220	-1,438 Reduced 7.79%	17,023 $1.07 Million
Q1 2025 May 14, 2025	SELL	$57.22 - $63.39 $21,514 - $23,834	-376 Reduced 2.0%	18,461 $1.08 Million
Q4 2024 Feb 18, 2025	SELL	$58.65 - $64.37 $117,300 - $128,740	-2,000 Reduced 9.6%	18,837 $1.11 Million
Q3 2024 Nov 13, 2024	SELL	$53.68 - $59.24 $39,025 - $43,067	-727 Reduced 3.37%	20,837 $1.23 Million

Q2 2024 Aug 12, 2024	BUY	$53.05 - $55.95 $100,158 - $105,633	1,888 Added 9.6%	21,564 $1.18 Million
Q1 2024 May 13, 2024	SELL	$50.05 - $56.17 $11,011 - $12,357	-220 Reduced 1.11%	19,676 $1.11 Million
Q4 2023 Feb 08, 2024	SELL	$43.44 - $52.04 $238,007 - $285,127	-5,479 Reduced 21.59%	19,896 $1.03 Million
Q3 2023 Nov 09, 2023	BUY	$45.58 - $49.58 $418,014 - $454,698	9,171 Added 56.6%	25,375 $1.17 Million
Q2 2023 Aug 14, 2023	SELL	$42.83 - $47.25 $12,506 - $13,797	-292 Reduced 1.77%	16,204 $763,000
Q1 2023 May 15, 2023	SELL	$42.66 - $48.92 $39,588 - $45,397	-928 Reduced 5.33%	16,496 $740,000
Q4 2022 Feb 14, 2023	SELL	$39.34 - $47.06 $8,536 - $10,212	-217 Reduced 1.23%	17,424 $765,000
Q3 2022 Nov 14, 2022	SELL	$38.88 - $46.42 $54,587 - $65,173	-1,404 Reduced 7.37%	17,641 $686,000
Q2 2022 Aug 23, 2022	SELL	$40.42 - $49.12 $82,941 - $100,794	-2,052 Reduced 9.73%	19,045 $779,000
Q2 2022 Aug 15, 2022	BUY	$40.42 - $49.12 $852,740 - $1.04 Million	21,097 New	21,097 $625,000

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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Wcg Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History