Caldwell Trust CO First Trust Rising Dividend Ac Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Oct 01, 2025	SELL	$40.42 - $49.12 $57,355 - $69,701	-1,419 Closed	0 $0
Q1 2022 Oct 01, 2025	BUY	$46.62 - $52.79 $66,153 - $74,909	1,419 New	1,419 $69.5 Million

Others Institutions Holding RDVY

# of Institutions

728

Shares Held

192M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

25.9M
Shares

$1.73 Billion
0.57% of portfolio
Morgan Stanley New York, NY

16.9M
Shares

$1.13 Billion
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

11.2M
Shares

$750 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

9.86M
Shares

$660 Million
0.13% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.07M
Shares

$474 Million
0.11% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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