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

Xcel Wealth Management, LLC

  • $364 Million
  • Q3 2025

A detailed history of Xcel Wealth Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 4,845 shares of RDVY stock, worth $324,275. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,845
Previous 4,845 -0.0%
Holding current value
$324,275
Previous $303,000 7.26%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$50.05 - $56.17 $850 - $954
17 Added 0.35%
4,845 $272,000
Q4 2022

Jan 19, 2023
BUY
$39.34 - $47.06 $189,933 - $227,205
4,828 New
4,828 $212,000

Others Institutions Holding RDVY

# of Institutions
746
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
  • Sector ETFs
  • Industry ETFs
More about RDVY
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