Collier Financial First Trust Rising Dividend Ac Transaction History

Collier Financial

$133 Billion
Q3 2025

A detailed history of Collier Financial transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Collier Financial holds 603 shares of RDVY stock, worth $40,388. This represents 0.03% of its overall portfolio holdings.

Number of Shares

603

Holding current value

$40,388

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 05, 2025	BUY	$62.38 - $67.29 $37,615 - $40,575	603 New	603 $40.6 Million

Others Institutions Holding RDVY

# of Institutions

728

Shares Held

192M

Call Options Held

Put Options Held

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

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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