Wpg Advisers, LLC First Trust Rising Dividend Ac Transaction History

Wpg Advisers, LLC

$129 Billion
Q3 2025

A detailed history of Wpg Advisers, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Wpg Advisers, LLC holds 896 shares of RDVY stock, worth $59,969. This represents 0.05% of its overall portfolio holdings.

Number of Shares

896

Holding current value

$59,969

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$62.38 - $67.29 $55,892 - $60,291	896 New	896 $60.3 Million

Others Institutions Holding RDVY

# of Institutions

745

Shares Held

204M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

27.6M
Shares

$1.85 Billion
0.58% of portfolio
Morgan Stanley New York, NY

19.2M
Shares

$1.29 Billion
0.08% of portfolio
Raymond James Financial Inc St. Petersburg, FL

11M
Shares

$739 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

10.2M
Shares

$683 Million
0.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.79M
Shares

$521 Million
0.13% of portfolio

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 Wpg Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wpg Advisers, LLC with notifications on news.

Account