Qtr Family Wealth, LLC First Trust Rising Dividend Ac Transaction History

Qtr Family Wealth, LLC

$133 Billion
Q1 2025

A detailed history of Qtr Family Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Qtr Family Wealth, LLC holds 4,949 shares of RDVY stock, worth $282,191. This represents 0.22% of its overall portfolio holdings.

Number of Shares

4,949

Holding current value

$282,191

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$57.22 - $63.39 $283,181 - $313,717	4,949 New	4,949 $290 Million

Others Institutions Holding RDVY

# of Institutions

692

Shares Held

178M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

23.7M
Shares

$1.35 Billion
0.56% of portfolio
Morgan Stanley New York, NY

16.2M
Shares

$926 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

11M
Shares

$627 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

9.52M
Shares

$543 Million
0.13% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$401 Million
0.57% of portfolio

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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Qtr Family Wealth, LLC First Trust Rising Dividend Ac Transaction History