Echo Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Echo Wealth Management, LLC

$127 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 17, 2024	BUY	$43.44 - $52.04 $170,632 - $204,413	3,928 New	3,928 $202,000
Q2 2023 Jul 31, 2023	SELL	$42.83 - $47.25 $1,284 - $1,417	-30 Reduced 0.31%	9,683 $456,000
Q1 2023 Apr 28, 2023	SELL	$42.66 - $48.92 $56,609 - $64,916	-1,327 Reduced 12.02%	9,713 $435,000
Q4 2022 Jan 30, 2023	SELL	$39.34 - $47.06 $3.36 Million - $4.02 Million	-85,479 Reduced 88.56%	11,040 $484,000
Q3 2022 Nov 14, 2022	SELL	$38.88 - $46.42 $5.44 Million - $6.49 Million	-139,815 Reduced 59.16%	96,519 $4.13 Million
Q2 2022 Jul 29, 2022	BUY	$40.42 - $49.12 $411,394 - $499,943	10,178 Added 4.5%	236,334 $9.88 Million
Q1 2022 May 16, 2022	BUY	$46.62 - $52.79 $1.25 Million - $1.41 Million	26,747 Added 13.41%	226,156 $10.8 Million
Q4 2021 Jan 18, 2022	BUY	$47.66 - $52.06 $2.51 Million - $2.74 Million	52,597 Added 35.83%	199,409 $10.4 Million
Q3 2021 Oct 22, 2021	BUY	$46.43 - $49.91 $1.9 Million - $2.04 Million	40,878 Added 38.59%	146,812 $7.16 Million
Q2 2021 Jul 14, 2021	BUY	$46.13 - $49.37 $338,917 - $362,721	7,347 Added 7.45%	105,934 $5.1 Million
Q1 2021 Apr 07, 2021	BUY	$39.09 - $45.86 $3.85 Million - $4.52 Million	98,587 New	98,587 $4.49 Million

Others Institutions Holding RDVY

# of Institutions

587

Shares Held

149M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

19.4M
Shares

$1.22 Billion
0.54% of portfolio
Morgan Stanley New York, NY

15M
Shares

$939 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

8.76M
Shares

$549 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$441 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$427 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

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