F Dx Advisors, Inc. First Trust Rising Dividend Ac Transaction History

F Dx Advisors, Inc.

$367 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	SELL	$43.44 - $52.04 $669,844 - $802,456	-15,420 Reduced 3.92%	377,696 $19.5 Million
Q3 2023 Nov 02, 2023	BUY	$45.58 - $49.58 $16,727 - $18,195	367 Added 0.09%	393,116 $18.1 Million
Q2 2023 Jul 17, 2023	SELL	$42.83 - $47.25 $646,690 - $713,427	-15,099 Reduced 3.7%	392,749 $18.5 Million
Q4 2022 Feb 09, 2023	BUY	$39.34 - $47.06 $246,032 - $294,313	6,254 Added 1.56%	407,848 $17.9 Million
Q3 2022 Nov 10, 2022	BUY	$38.88 - $46.42 $986,696 - $1.18 Million	25,378 Added 6.75%	401,594 $15.6 Million
Q2 2022 Aug 03, 2022	BUY	$40.42 - $49.12 $10.4 Million - $12.6 Million	256,753 Added 214.92%	376,216 $15.4 Million
Q1 2022 May 03, 2022	BUY	$46.62 - $52.79 $5.57 Million - $6.31 Million	119,463 New	119,463 $5.85 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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