Wealth Effects LLC First Trust Rising Dividend Ac Transaction History

Wealth Effects LLC

  • $268 Million
  • Q3 2025

A detailed history of Wealth Effects LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wealth Effects LLC holds 35,703 shares of RDVY stock, worth $2.39 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
35,703
Previous 34,487 3.53%
Holding current value
$2.39 Million
Previous $2.16 Million 11.0%
% of portfolio
0.9%
Previous 0.9%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$62.38 - $67.29 $75,854 - $81,824
1,216 Added 3.53%
35,703 $2.4 Million
Q2 2025

Jul 15, 2025
SELL
$51.6 - $62.74 $2,322 - $2,823
-45 Reduced 0.13%
34,487 $2.16 Million
Q1 2025

Apr 23, 2025
SELL
$57.22 - $63.39 $17,051 - $18,890
-298 Reduced 0.86%
34,532 $2.02 Million
Q4 2024

Jan 22, 2025
BUY
$58.65 - $64.37 $11,730 - $12,874
200 Added 0.58%
34,830 $2.06 Million
Q3 2024

Oct 21, 2024
SELL
$53.68 - $59.24 $5,045 - $5,568
-94 Reduced 0.27%
34,630 $2.05 Million
Q2 2024

Aug 02, 2024
SELL
$53.05 - $55.95 $4,827 - $5,091
-91 Reduced 0.26%
34,724 $1.9 Million
Q1 2024

Apr 22, 2024
BUY
$50.05 - $56.17 $15,415 - $17,300
308 Added 0.89%
34,815 $1.96 Million
Q4 2023

Jan 29, 2024
BUY
$43.44 - $52.04 $33,231 - $39,810
765 Added 2.27%
34,507 $1.78 Million
Q3 2023

Oct 16, 2023
BUY
$45.58 - $49.58 $455 - $495
10 Added 0.03%
33,742 $1.55 Million
Q2 2023

Jul 18, 2023
BUY
$42.83 - $47.25 $14,348 - $15,828
335 Added 1.0%
33,732 $1.59 Million
Q1 2023

May 04, 2023
SELL
$42.66 - $48.92 $16,936 - $19,421
-397 Reduced 1.17%
33,397 $1.5 Million
Q4 2022

Feb 02, 2023
BUY
$39.34 - $47.06 $511 - $611
13 Added 0.04%
33,794 $1.48 Million
Q3 2022

Nov 14, 2022
BUY
$38.88 - $46.42 $13,957 - $16,664
359 Added 1.07%
33,781 $1.31 Million
Q2 2022

Aug 03, 2022
BUY
$40.42 - $49.12 $50,848 - $61,792
1,258 Added 3.91%
33,422 $1.37 Million
Q1 2022

May 16, 2022
SELL
$46.62 - $52.79 $4,428 - $5,015
-95 Reduced 0.29%
32,164 $1.58 Million
Q4 2021

Feb 09, 2022
BUY
$47.66 - $52.06 $1.54 Million - $1.68 Million
32,259 New
32,259 $1.67 Million

Others Institutions Holding RDVY

# of Institutions
745
Shares Held
204M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST RISING DIVIDEND AC

RDVY Quotes by TradingView
  • Ticker RDVY
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More about RDVY
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