Curtis Advisory Group, LLC First Trust Rising Dividend Ac Transaction History

Curtis Advisory Group, LLC

$334 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$50.05 - $56.17 $10,010 - $11,234	200 Added 1.03%	19,583 $1.1 Million
Q4 2023 Jan 29, 2024	BUY	$43.44 - $52.04 $841,997 - $1.01 Million	19,383 New	19,383 $1 Million

Others Institutions Holding RDVY

# of Institutions

611

Shares Held

147M

Call Options Held

100

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.21 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$923 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$518 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$420 Million
0.57% of portfolio
Bank Of America Corp Charlotte, NC

5.42M
Shares

$324 Million
0.03% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Curtis Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curtis Advisory Group, LLC with notifications on news.