Capital Wealth Alliance, LLC First Trust Rising Dividend Ac Transaction History

Capital Wealth Alliance, LLC

$166 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 28, 2020	SELL	$21.81 - $36.72 $27,044 - $45,532	-1,240 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$30.59 - $36.03 $37,931 - $44,677	1,240 New	1,240 $43,000

Others Institutions Holding RDVY

# of Institutions

608

Shares Held

154M

Call Options Held

100

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.3 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$987 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$554 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$449 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$434 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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