Headland Capital, LLC First Trust Rising Dividend Ac Transaction History

Headland Capital, LLC

$301 Billion
Q1 2025

A detailed history of Headland Capital, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Headland Capital, LLC holds 3,432 shares of RDVY stock, worth $206,469. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,432

Holding current value

$206,469

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$57.22 - $63.39 $196,379 - $217,554	3,432 New	3,432 $201 Million

Others Institutions Holding RDVY

# of Institutions

695

Shares Held

180M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

23.7M
Shares

$1.42 Billion
0.56% of portfolio
Morgan Stanley New York, NY

16.7M
Shares

$1.01 Billion
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

11M
Shares

$662 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

9.52M
Shares

$573 Million
0.13% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$423 Million
0.57% 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 Headland Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Headland Capital, LLC with notifications on news.

Account

Headland Capital, LLC First Trust Rising Dividend Ac Transaction History