Clean Yield Group First Trust Rising Dividend Ac Transaction History

Clean Yield Group

$285 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	$21.81 - $36.72 $23,991 - $40,392	-1,100 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$30.59 - $36.03 $33,649 - $39,633	1,100 New	1,100 $39,000

Others Institutions Holding RDVY

# of Institutions

696

Shares Held

181M

Call Options Held

0

Put Options Held

567

Lpl Financial LLC Fort Mill, SC

23.7M
Shares

$1.44 Billion
0.56% of portfolio
Morgan Stanley New York, NY

16.7M
Shares

$1.02 Billion
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

11M
Shares

$670 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

9.52M
Shares

$580 Million
0.13% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$428 Million
0.57% of portfolio

About FIRST TRUST RISING DIVIDEND AC

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