Wealth Bridge Capital Management, LLC First Trust Rising Dividend Ac Transaction History

Wealth Bridge Capital Management, LLC

$419 Million
Q4 2025

A detailed history of Wealth Bridge Capital Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 29,850 shares of RDVY stock, worth $2 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

29,850

Previous 28,082 6.3%

Holding current value

$2 Million

Previous $1.89 Million 5.77%

% of portfolio

0.48%

Previous 0.46%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$65.02 - $68.31 $114,955 - $120,772	1,768 Added 6.3%	29,850 $2 Million
Q3 2025 Nov 07, 2025	SELL	$62.38 - $67.29 $18,402 - $19,850	-295 Reduced 1.04%	28,082 $1.89 Million
Q2 2025 Aug 12, 2025	BUY	$51.6 - $62.74 $110,785 - $134,702	2,147 Added 8.19%	28,377 $1.78 Million
Q1 2025 Apr 24, 2025	BUY	$57.22 - $63.39 $1.08 Million - $1.2 Million	18,952 Added 260.4%	26,230 $1.54 Million
Q4 2024 Feb 03, 2025	BUY	$58.65 - $64.37 $2,052 - $2,252	35 Added 0.48%	7,278 $430,000

Q3 2024 Oct 07, 2024	BUY	$53.68 - $59.24 $3,918 - $4,324	73 Added 1.02%	7,243 $428,000
Q2 2024 Aug 02, 2024	BUY	$53.05 - $55.95 $1,803 - $1,902	34 Added 0.48%	7,170 $392,000
Q1 2024 Apr 30, 2024	BUY	$50.05 - $56.17 $157,857 - $177,160	3,154 Added 79.21%	7,136 $400,000
Q4 2023 Feb 12, 2024	BUY	$43.44 - $52.04 $172,978 - $207,223	3,982 New	3,982 $205,000
Q2 2022 Aug 12, 2022	SELL	$40.42 - $49.12 $200,159 - $243,242	-4,952 Closed	0 $0
Q1 2022 Apr 15, 2022	SELL	$46.62 - $52.79 $186,899 - $211,635	-4,009 Reduced 44.74%	4,952 $243,000
Q4 2021 Feb 11, 2022	SELL	$47.66 - $52.06 $544,467 - $594,733	-11,424 Reduced 56.04%	8,961 $464,000
Q3 2021 Nov 12, 2021	SELL	$46.43 - $49.91 $132,139 - $142,043	-2,846 Reduced 12.25%	20,385 $968,000
Q2 2021 Aug 16, 2021	BUY	$46.13 - $49.37 $1.07 Million - $1.15 Million	23,231 New	23,231 $1.12 Million

Others Institutions Holding RDVY

# of Institutions

760

Shares Held

206M

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 Wealth Bridge Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Bridge Capital Management, LLC with notifications on news.

Account

Wealth Bridge Capital Management, LLC First Trust Rising Dividend Ac Transaction History