Wetzel Investment Advisors, Inc. First Trust Rising Dividend Ac Transaction History

Wetzel Investment Advisors, Inc.

$194 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 31, 2024	BUY	$43.44 - $52.04 $9,339 - $11,188	215 New	215 $11,000

Others Institutions Holding RDVY

# of Institutions

583

Shares Held

148M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

19.4M
Shares

$1.14 Billion
0.54% of portfolio
Morgan Stanley New York, NY

15M
Shares

$881 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

8.76M
Shares

$516 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$414 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$401 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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