Cresta Advisors, Ltd. First Trust Rising Dividend Ac Transaction History
Cresta Advisors, Ltd.
- $216 Million
- Q3 2025
A detailed history of Cresta Advisors, Ltd. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Cresta Advisors, Ltd. holds 3,700 shares of RDVY stock, worth $246,346. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,700
Previous 3,700
-0.0%
Holding current value
$246,346
Previous $232,000
6.9%
% of portfolio
0.11%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding RDVY
# of Institutions
719Shares Held
190MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.9MShares$1.72 Billion0.57% of portfolio
-
Morgan Stanley New York, NY16.9MShares$1.12 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11.2MShares$746 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.86MShares$656 Million0.13% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.07MShares$471 Million0.11% of portfolio